Bryce has been my Financial Adviser for over a decade and he's a true professional. His staff…read more(Janet and Dustin especially) are top notch and took great care of us when we needed their help moving funds around. My wife and I highly recommend Bryce and have complete confidence in him as a professional and a person.

My wife and I had a pre-retirement financial check up with Keener Financial. We found that the…read moreservice, quality of information and recommendations were excellent. It is obvious that they know what they are doing, but are also able to communicate for all levels of financial understanding. We highly recommend their services.

My daughter interviewed several fee for service financial advisors and chose Jean and is very…read morepleased (she plans to retire before she is 50 with Jean's guidance). I, too, have used her services and she suggested that I shouldn't need to come back again until I actually retire....

This is an awesome place for full financial planning, advising, and investing. Our advisor, Chris,…read moreis the best ever. You're treated with respect, kindness, and care. They really have your best interest at heart. My wife and I are so happy we found them! I don't always trust people, especially with my finances, but here I have no issue at all. They have more than earned my trust! We are not large investors by any means at all, in fact we are just newbies, but they treat us as if we are part of their family! This is way different than any where else I've been. I highly recommend Money Matters. You can't go wrong here!

This review is for the location in Fort Worth's West Seventh area and front desk services. I have…read moreused Fidelity for years for investment accounts and never had a negative experience. This storefront location provides the convenience of certified signatures and on-site advisers for fidelity accounts. The location itself is hospitable and clean. I've been twice and a Keurig was a nice touch (It was out of service the second time I visited). Bathrooms were clean, and two self-service computers were available for account management services. The desk clerk was friendly and helpful, communicated well, and was able to help me with my signature certification as a walk-in within a few minutes. Both visits, I was able to park directly in front and be in and out in under 20 minutes. As a Fidelity Customer of many years, I appreciate the ability to walk in somewhere and receive assistance with my Fidelity accounts in person.

Tina at the front desk was super helpful! I had been frustrated trying to get things done on line…read morewith my moms living trust account since she passed away. Tina jumped in to action and in less than an hour I had a new account set up, assets transferred & Tina also sent in a request for cost basis updates for me. Plus she drafted a letter for me to use once I have additional account information for the other beneficiary on my moms estate.

I recently had the same experience where they showed no interest in doing business. I was starting…read moremy retirement this year and was looking for a financial advisor. I left several messages for Greg Cella and on the general phone number requesting a call back. Over a period of 4 weeks I tried to contact someone at this office to make an appointment and I never heard from anyone at this location. If that is the service they provide customers, they should not be in the business of working with money.

Jeff is a great guy to work with. He is knowledgeable, helpful and really seems to have your best…read moreinterest in mind. The market is crazy sometimes but he takes the time to make logical suggestions while educating you as to why you should make or not make changes to your investments. I appreciate someone that seems more interested in your growth rather than making account changes for other reasons.

Professionalism at its best. I feel overwhelmingly thankful for these guys. They are the best.read more

I have had my taxes done at Couch & Russell for several years now and wouldn't even consider going…read moreelsewhere. They are very professional, courteous and very knowledgeable. Several different people have helped us over the years and not a single complaint on any of them. Highly Recommend!

We'll, I can't say anything less than perfection at its best, honesty at its best, and you get what…read morethey tell thou you can expect!!!!! I started at a 430 ish credit score and after paying 3 separate companies to fix my credit after spending thousands and getting nothing, I was dubious, however I took one last leap of faith and BOY WAS I RIGHT!!!!! Will "The Credit Medic" was absolutely AMAZING! I'm currently sitting at Experian at 634, Equifax at 632, and TransUnion at 636. And they're still not finished!!! These guys are THE REAL DEAL!!!!!!!!!

If you think there is no hope for your credit, you are WRONG…read more When I turned 30 (in Dec), I came face to face with the reality of how much I neglected my credit in my younger years. Everyone around me is buying houses, getting nice cars, buying nice things - and there I was feeling hopeless and trying to come to terms with how careless I was and feeling like I'll never get the same opportunities as others because of my mistakes. I got denial after denial. Then I started trying to figure out a way to just start paying everyone off - that has to help my score right? Then, hopefully one day, I too could have nice things One day I was scrolling my phone and I came across an ad for a credit repair program. "We can help - don't let bad credit keep you from blah blah blah." I clicked it. Within seconds, I remembered why I never click those things. For the hell of it, I started reading reviews, trying to figure out if anyone has ever truly had a good experience with these people. Nope, just as I had assumed, REAL people had nothing positive to say. "They just take your money, my score never changed." "It's just a money pit, based on empty promises." About 2 pages into the reviews, some random dude posted about his experience with The Phenix Group. No one else was talking about this place. I looked up reviews for TPG and there was not a LOT, however, the ones that were there were GOOD ones. Nothing negative! So, I sent my info. What did I have to lose...if they end up being like everyone else I'll forget it and just move on, continuing to be depressed about my poor credit and the limitations it has brought me. Then came BRIAN QUINN. I'll be honest, during my 1st phone conversation with him, I was waiting for the part where he'd give some bogus spiel, ask for my money and then I'd hang up on him. But this wasn't the case! For once, I felt like I had a chance to get out of this hole I was in. From the start, Brian Q. was brutally honest - advising me that TPG can't help everyone and that once my credit report was reviewed, if he felt that in any way he wouldn't be able to help, he wouldn't go any further with me. Who wouldn't appreciate this honesty?! Now here we are, EXACTLY seven months from when Brian Q. first introduced himself to me via email, and working with him has been one of the best choices I have ever made. The initial deposit was doable and the monthly fee, even more doable. I felt like I was on the right track again and was working with someone who I COULD actually trust to look out for my best interests. Brian Q. has kept it real from day one, explaining to me the reality of how things might go and always taking the time to break things down for me in a way I can understand. He is on top of everything and I mean everything - nothing gets by him. I don't know how he does it. He is always available and is so proficient and timely. The best part is talking to him is just like holding a casual conversation with a friend. He is a genuine guy putting his knowledge of credit towards helping real people in real life situations. Not once have I felt pressured to do something I didn't completely understand or wasn't comfortable with. Brian Q. is "That Credit Dude" that EVERYONE needs as a friend. I was introduced to Brian Q. in Jan of this year (2019) and it's now August and my FICO alone has increased by 100 points. For someone coming from where I was initially, this is AMAZING. It gives me hope! What resonates with me the most is that I was originally, before meeting Brian Q., trying to devise a plan to pay off all my debt collectors. But Brian Q. was quick to tell me right off the bat that doing so wouldn't make a difference and my score wouldn't have magically jumped to great. I would've walked myself right into a bigger, "broker" hole. Thanks to Brian Q. I now see the light at the end of this tunnel. Best part - my program ISN'T EVEN OVER YET. I am so excited to see where this takes me! Working with Brian Q., hands down the best choice I ever made; working with TPG in general, best money I've ever invested.

I've been doing business with Rosenthal since the 90s and I've been pleased with the time they take…read morewith me during my financial reviews. They don't try to sell you anything other than service. I believe I've done well with them and they are very familiar with the Southwestern Bell pension plans which are now AT&T. I have had several different advisors which have all been helpful and knowledgeable. Not sure if it is typical of this kind of service to have so many different advisors. I had a second opinion from another financial advisor who told me that what I was receiving from Rosenthal was good.

Rob has been my advisor for 10 plus years. He's always been very proactive, communicating with me…read morefrequently and making sure that I'm making financial decisions that align uniquely to my goals. His partnership has helped me reach my goals much sooner than I ever thought possible. A great financial advisor for anyone seeking surround sound advice from a person who really cares about the people he helps.