Have been with Fidelity for over 42 years. Have only had a few issues and when I contacted my…read moremanager it was taken care of in a satisfactory manner. I have recommended many people to Fidelity. My preference over the last 20 years has been to rule my own accounts, yet receive good service when I have issues! Checking, IRA, Roth IRA's, Credit Card, in one location and get rewards and money market interest, along with many many different vehicles for investment!

Nothing good to say about this location. They are late for every appointment I made with them…read more Honesty is also not their policy. Takes hours to complete simple transactions. Very difficult to do business with.

Jerry is the most knowledgeable and client focused financial advisor that I have ever had manage my…read morefinancial portfolio. I have worked with high net worth private advisors as well as Wells Fargo Private Client Services Group and Jerry absolutely blows them away. I moved to Frisco from California and wanted to work with a local advisor and I initially had Jerry set up a SEP IRA account. I was so impressed with with his knowledge and service that I moved my remaining portfolio for Jerry to manage. After being disappointed by many advisors over the years, I've found a great partnership with Jerry.

Goodwin Commercial is my go-to for all of my and my clients needs for commercial real estate. Pam…read moreand her team are wonderful, and have the expertise and resources to deliver an incredible experience to anyone. Her particular areas of focus are pad sites, retail centers and professional offices. If you are considering hiring a Commercial RE expert in the DFW area, Pam Goodwin should be your first call.

From the owner: A local commercial real estate company with a national reputation. Goodwin Commercial specializes…read morein single tenant retail and restaurant development projects throughout Texas. A Texas broker who can find you the right space to lease or buy!

What a super guy. Wayne is an expert in his field. He went over and beyond to walk me thru…read morequestions that I had. He is incredibly knowledgeable and patient. The advise that I received from him was top pop notch. He will definitely be my go to guy in the future!!!

Wayne is a guy you can trust!…read more We've been working on credit repair and inquires that needed to be challenged for the last 4 years. We have spent thousands of dollars with other companies and wasted cash! Wayne got it done! Our family was in a bind and needed some items taken care of because we needed to purchase a house! Well let me tell you... my wife and I are now proud home owners! If you need a fixer... hit up WaynetheCreditGuy! He's up front and gets straight to the point... take it for what it is... at the same time... know and understand... that's why he gets IT DONE!

Quality service with exceptional staff. We have used Joe C. Hockaday CPA firm for many years, even…read moreafter moving. We are always pleased.

We've been going to this CPA for a few years now (never worked with Joe directly but have worked…read morewith many others), and each year I'm less and less impressed, so this past year will be our last with them. Communication has gone downhill. Asking for clarification and getting zero back, or truly waiting a month for a response. Asking for advice on taxes and getting no advice back, while owing more and more in taxes each year with still no advice from them. I've been paying them for what I can do on my own with the automated version of TurboTax. A bummer since our friend referred us, but may be they were better many years ago.

Chris Fess is truly a top Financial Advisor. My husband & I have seen our portfolio go up…read moresubstantially since we have been investing with Fess Financial in Frisco, Texas. I would recommend him to anyone.

From the owner: Unlike most firms, Fess Financial does not use a pre-designed €œcookie cutter€ portfolio approach…read more They work with clients to design portfolios that meet their specific objectives, time horizon and risk tolerance. The focus is on an unbiased selection of world class investments, not on product sales. Chris integrates your investment portfolio with your overall retirement strategy, taking into account your goals, assets, fears, desires, and dreams.

Worldwide Commercial is the most knowledgeable and professional Commercial Real Estate group in the…read moreindustry. Our transactions were punctual, and very straight forward. Large problems we have run into the past have been misleading and subjective communication with biased motives. This was not the case in dealing with Wordlwide Commercial. Every step seemed seamless in transition, and informative for ease of mind. A true breath of fresh air in the commercial real estate sector. Would highly recommend to anyone dealing with properties.

What an amazing group. I have been working with Jerad Rector and worldwide commercial for the past…read moreyear and I must say the whole team is exceptional. They really know their stuff. I Have referred them several clients and get nothing but positive feedback. If you are looking for a commercial real estate company that goes above and beyond, these are your guys!

Caroline is a phenomenal financial advisor! She has helped me roll over my 401k, build a retirement…read moreplan, and grow my investment account! She is super knowledgeable and dependable. I highly recommend you ask for her!

Schwab is an excellent company overall, and this local office delivers fantastic, customized…read moreservice! Scott, Janet, Carolyn, and the rest of the team are hard-working, yet friendly, patient, and accommodating. Working with them is like working with a small-town old-fashioned bank - they know us personally, they respond quickly to our requests, they call us right away if there's something we need to be aware of, and they always provide great guidance to help us achieve our financial goals. We couldn't ask for a better experience from a financial services office!