These are the most outstanding wealth management advisors I've ever met. Their wisdom concerning my…read moreinvestments greatly benefitted my portfolio. I recommend them to anyone I can.

We had a horribly negative experience and would never recommend this business. Very unprofessional…read moreorganization.

Steve and Gayle bring both an abundance of knowledge as well as a wealth of caring. Highly…read morerecommend Interlinc Financial!

Genuine caring and skilled consultants. Always there when needed. I would recommend them…read morewholeheartedly.

Great agency! Professional staff! Take great care of their customers!…read more They truly want the best for their clients not just a commission on the sale! Give this group a shot at your personal and/or commercial insurance needs!

Amazing customer service, very resourceful and informative. Agent Taylor is one of the best!…read more Fluent in Vietnamese (for parents that need it). Give them a call, you won't regret it!!!

The last thing I have time for is to write this review, and the fact I am writing it at all should…read moretell you how I feel about this business. We run a small business and are expanding quickly. Our goal was to find an accounting firm in Dallas that understood our growth mindset and was entrepreneur-friendly. We wanted help with tax preparation and to make sure we were bookkeeping with best practices. It took months and countless unanswered emails to get anywhere with Kelly CPA accountants after the first in person meeting. Our intake form and answers provided were even lost by their office at one point. After calling and being blatantly ignored multiple times by the accountant their first assigned us, they finally assigned a new accountant a few weeks before the deadline to file. I asked multiple times over email and calls to meet in person to review our information since the firm lost our data. He ignored my requests for the in person meeting just like the previous accountant who was assigned. I have major issues with the way they bill. Part of it is my fault - make sure if you use them to get their fees agreed to in writing. They claim they discussed this in person at our first meeting, but we don't have this written down nor do we remember for sure if it was agreed to many months ago. They don't include pricing in the engagement letter, which makes no sense to me. A simple google search shows this business charges 2-3x the average market price for tax returns - definitely worth knowing before signing an engagement letter. Finally, after requesting a sit-down with their bookkeepers to review best practices and being ignored on that, it was clear they weren't a firm that truly cares about supporting small businesses. They have done a great job with their marketing and the millennial friendly office space - but these things definitely duped me.

Not a good experience for me. Only used them for one year, got passed around to a couple of CPAs,…read moredid not seem to be a very organized or efficient. Was asked multiple times for docs that they already had. Nice people when you're there in person but pretty clearly a poorly run shop. Better than a hot beer, but would not recommend using this company.

I submitted an inquiry on their web site 6 days ago. Called the next day and left message. Called…read moreMonday and left another message. I called 1 more time on day 6 since 1st attempt at communication and was told I could leave another message as Lindsey was not taking calls at this time. No thank you, I'm good. I want to support local or small business, but either call me back or tell me you can't help me. Don't just flat out ignore people when they are trying to utilize your services.

Lindsey is extremely knowledgeable and helpful. She really knows what she's talking about and is…read morealways willing to give great advice. I recommend her to my friends and family and look forward to working with her again!

We have known Larry for many years and been a client of his for several years. Trustworthy…read more Knowledgeable. Fair. Integrity. These all describe his business. I recently worked on a big project with Patty, and I wish I could bottle up her amazing customer service and problem solving and sell it. I could be a zillionaire! She is incredible and so passionate about finding the right answers and helping her clients. So very thankful for her assistance and care in doing her job for the right reasons, helping others succeed. Thank you Patty!!

After I moved from VA to TX I needed to find local State Farm agent. My former agent recommended a…read morelocal agent who gave a quote that was $150 higher than I was paying in VA. I was shocked to says the least. She then went to explain how TX rates are higher than in VA. I get that, but what on Earth can justify $150 hike?! I decided to continue my search and found Larry who handled my request perfectly. I got my TX policy for only $25 higher that I used to pay. Great Agent!

So glad to have an agency that has such good on-going customer service! Most agents in my…read moreexperience collect their check & disappear. I'm very happy to say Allen Warchol is in touch, regularly, servicing my policy the way it should be. Perhaps, the most important quality to mention is ethics. Allen is honest & respectful of his client's welfare & takes this responsibility seriously.

McCutchan Advisory Services has been serving the community for awhile. Great to see this team…read moreconnected with the McKinney Chamber. Very professional and knowledgeable team.

Most unprofessional experience working with someone I have ever had. my previous CPA retired and…read moregave this office all our 10 years of paperwork. She could not make the time to pick up the phone or respond to our emails about our filing that was due and refused to file 3 days before the deadline. We finished our business with her paid her and received nothing. No records that is our property and all we got back is that she has no records from our previous CPA. Absolutely unprofessional!