Best decision I ever made was to trust KWM to do my investments/financial planning. A friend…read morereferred Ilya and raved about how happy she was with his expertise and knowledge, so I decided to check out KWM. He is truly wonderful, patient, and always willing and available to answer any questions I may have. He takes his time and explains everything to me and makes sure to break it down so I fully understand. I highly recommend using KWM for all your financial planning/needs, you won't regret it.

Given the current climate of our country I decided to finally get into investing and money…read moremanagement. Being that I am completely new to this I asked around and was referred to Kisin Wealth Management by a friend and I am so thankful I was! They are so patient with me and all my questions, did such a great job breaking down the game plan of where my money would go, how it would grow and what realistic expectations to have. They were honest, ethical and made me feel so comfortable in a world that is so unfamiliar to me.

Oh how the mighty have fallen. This was at one time the best firm to handle your money. The good…read moreold days are over. The customer service stinks nowadays. My mother passed away and left her money for her family. It was painful to deal with these zombies. Not a good experience sad to report.

I have a lot of money with Fidelity so I naively thought it might mean something in terms of…read moregetting an appointment with my advisor, but no. I had to go through an 800 number and the person told me it was a 3+ week wait. That is ridiculous. I emailed my advisor and he does not answer. He calls me when he wants something but I can't reach him directly when I need help. I never thought I would say this about Fidelity, but I agree with the previous review that said "the worse customer service."

Elizabeth Trecartin CFP, recently reached out to me to introduce herself as my new advisor…read more Within 5 minutes of reviewing my account, she pointed out two items that were valuable to my financial planning that had been missed by my long term advisor she had replaced. I really appreciate her professionalism, knowledge and genuine interest in my account matters. The individual she replaced seemed to always be hurried and hard to get ahold of.

A truly miserable experience. From the national level right down to the local level. How does…read moreSchwab stay in business?! At this point, I am pleased that the only thing that I've lost in this entire, albeit short-lived, experience with Schwab is some time and nothing else.

I found the Crescere group from the positive reviews on Google and Yelp, and I am certainly glad I…read moredid. Ron is a tax wizard. He helped me both with my business taxes and personal taxes, and WOW was I impressed with his knowledge. His expertise was such a relief to be able to lean on this year. Ron also has a unique since of humor, which may not be for everyone, but it made paying taxes oddly relaxing for me (and dare I say, even enjoyable). Would strongly recommend Ron for both business and personal tax needs!

Called to get information about a tax return filling and the person over the phone was rude…read more Definitely wouldn't do business with someone if that's my first impression

This was not my first investment property. As the mortgage industry changes we are compelled to…read morere-evaluate our financing options. After talking with several hard money lenders and weighing my options, I decided to go with Ryan at Noble in Dallas. I felt so comfortable with Ryan that soon after we started the hard money project I approached him with another property that I wanted to refinance. This also went very well and was soon refinanced at a completive rate. As you evaluate financing options it's important to not decide only on cost but more importantly upon the capabilities of the financer and their ability to get you to closing. It's even better if you can find both in the same place. Contact Ryan to discuss your options.

Worth Winning was recommended to me by a college friend and her husband who had been working with…read moreLauryn to meet their financial and life goals. While my situation was not as complex as theirs I still found her help and advice to be great! My main reason for coming to Worth Winning was because I didn't fully understand how my retirement plan worked, and I also didn't know if I should be saving more for retirement, and if so, how much. Lauryn answered all of my questions (sometimes more than once) and was always pleasant in doing so. At our first meeting Lauryn explained the two different plans she offers. The first is more involved and the client pays a monthly rate based on client income for a 60 minute meeting occurring on a monthly basis. The second option is two meetings a year presumably best suited for someone who doesn't need as much hand holding. In between meetings Lauryn will email back and forth if the client finds there's questions or assistance he/she needs with the task/recommendations Lauryn's given. While I found myself in the middle, I chose option one. **Here's what really stood out to me about Worth Winning** Lauryn recognized that after four meetings I was at the point where I didn't need to meet with her on such a consistent basis, so she told me if I felt comfortable moving towards ad-hoc meeting I was in a good place in my financial plan to do so. She could have certainly dragged out the meetings to get the money, but I appreciated her honesty. It's for this reason I'm giving Lauryn and Worth Winning five starts.

The fee was too high for the initial consultation. Doesn't seem smart or ethical to ask a person…read morefor that much money for an initial meet, just seems like a way to ward off people in a certain financial bracket, which signals a kind of elitism that is off putting.

I met Tim, President of Lindus Advisors, through my mom has he is a regular at her restaurant…read more After my parents divorce, he was able to help me understand the complexity of my options when it came to my financial future. He put me at ease and was very honest on my options when the time comes. A nice guy with a great spirit!

I'm so glad that I was able to schedule a 15-minute resume review with Your Next Jump and plan to…read moreshare with others. I was a little weary at first of how 15 minutes could help--don't I need more time?!--but it was perfect. Tim was so kind, but also very direct and wasted no time getting down to business. He obviously spent time getting to know my position and who I was ahead of time and had actionable items and feedback. I have utilized other resume workshops before, but honestly never felt like my time was utilized well or gave me specific feedback to improve. Definitely an opposite experience with Tim. I now know a few tweaks to add in to improve my resume despite having a job that didn't fit in to the examples he provided, but nonetheless very helpful. I would suggest their services to anyone wanting to get an edge up on other applicants.

I attended the career building webinar on Zoom hosted for  Yelp Elite members. It's one thing to…read morewriteup a resume yourself and think its absolutely amazing, but to have his set of eyes and truly maximize my potential and bring it to life was a whole other thing. Tim was amazingly brilliant, dynamic in our call. He connected in a very real and warm way. He quickly got down to what the issues are that are holding back; asked pointed, honest and direct questions to help you uncover the reason. He helped me get very clear about next-steps in my current resume and then take steps in transforming my resume to a good one. Investing in taking time to talk to Tim was worth it. I highly HIGHLY recommend you go do it for YOURself!

If you are looking for a reputable financial advisor this is a great company to work with.read more

Working with Carter Bower. Very professional. Quick to respond. Goes over and above. Great…read morepresentation and explanation of the market. Have been with them for nearly a year. Very Happy with the service and knowledge. I think our money/investments are in very capable hands.

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.