I have worked with Nancy for many years, and she has provided personal, charitable and business…read morebookkeeping and tax filing services to me and others I have referred to her. No complaints ever. She is thorough and careful with complicated issues, and can research things she is not immediately familiar with. She has a stable staff of people who can handle my needs quickly and efficiently if Nancy is not available. When the IRS reaches out (which can happen for a wide range of reasons unrelated to the filings), she can handle all the communications on your behalf. You will find her demeanor calm and low key--she is easy to talk to. She is not the most inexpensive accountant out there, but if you want decent service and expertise, don't look for bargain rates. I also like the online E-Organizers, sent each year to help with organizing and submitting my documents.

Nancy Phillips is an extremely competent, knowledgeable and efficient CPA. We have used her…read moreservices for complicated tax returns and she has done an excellent job. Her staff is dedicated and helpful. Along with her business and tax abilities, Nancy has a heart and concern for her clients. She offers personal service and maintains the highest standards of continuing education. With our ever changing tax laws, Nancy keeps up to date. She is also qualified to do estate planning and trusts. We highly recommend Nancy and her staff for all your tax needs!!!

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

If you were looking for a individualized, compassionate and easy to understand investment strategy…read morethat made for you and your family, I can't recommend this wealth management team enough. I'd be lost without them, they're just amazing! Much much better than the big box one size fits all brokerage firms that treat everybody like a barcode.

From the owner: About Us McPherson & Mayberry Personal Wealth Management,…read morelocated in Dallas, Texas can trace its' roots back to E. F. Hutton. It was there in 1986 that Dan McPherson and Kerry Rigdon formed a relationship that evolved over the next 26 years culminating in the formation of McPherson & Mayberry in the summer of 2012. The goal was simple, to provide a level of personal service based on relationships, superior service and performance. McPherson & Mayberry works with individuals, trusts, endowments, retirement plans and financial institutions assisting in identifying solutions to specific investment needs and objectives. McPherson & Mayberry brings a traditional approach to both investing and planning focusing on individual relationships to determine a successful strategy. With two offices in the Dallas-Ft Worth metroplex they look forward to the opportunity to work with you to achieve your investment goals.

Great company that resolved my credit issues and did it quickly !…read more Was the second time I had to use them and service was just as good as the first time

My experience with MSI Credit Solutions has been extremely disappointing and I would caution others…read morebefore signing any agreement with them. Despite paying for their services, I saw no significant improvement to my credit over several months. Their representatives especially Victor which is the manager , made claims about what they could achieve that were misleading at best and potentially false advertising. Communication was poor and updates were vague. I requested specific documentation multiple times and was either ignored or given generic responses. It's clear that their process is not tailored to individual cases and lacks transparency. In my opinion, MSI Credit Solutions did not fulfill their contractual obligations, and I'm currently exploring options for reporting them to the appropriate consumer protection agencies. I strongly advise anyone considering this company to read the fine print, document everything, and proceed with caution.Also no refund was sent , Victor gave me two weeks and NOW THERE IS VANICA GIVING ME ANOTHER TWO WEEKS WHICH IS NOW VOIDED BECAUSE OF THE REVIEW SAVE YOUR MONEY AND GO ELSEWHERE

Be careful. I tried to verify the professional membership claims that Gary Cook, CFP had made on…read morehis website and came up very short. There were three false claims. Gary is not a member of the Million Dollar Round Table or does he have membership in the elite MDRT clubs, Court of the Table and Top of the Table as previously claimed on his site. MDRT, CoT and ToT memberships are determined by the financial productivity of the producer as well as a commitment to high ethical standards. Gary is not a member of any of them. Gary Cook removed the three lies from cookfs.com shortly after being caught by the MDRT membership processing manager, Debbie L. Oprenchak. The two memberships (ASPPA and NAIFA) left on his site are current. But the sad thing is Gary Cook was in direct violation of ASPPA's code of conduct. ASPPA Code of Conduct Article 9 states an ASPPA member shall not engage in any advertising or business solicitation activities with respect to professional services that the member knows or should know are false or misleading. This in itself jeopardizes current and future membership into ASPPA and NAIFA not to mention compromising the CFP's Standards of Professional Conduct and a violation of the CFP Rules that Relate to the Principle of Integrity; Rule 101 - A CFP Board designee shall not solicit clients through false or misleading communications or a CFP Board designee shall not make a false or misleading communication about the size, scope or areas of competence of the CFP Board designee's practice. Would you enjoy having Cook Financial Services manage your company's retirement plan?

My goal was to organize my finances and truly understand the ins and outs of taxes, cash flow,…read morebookkeeping, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems. I highly recommend her!

Erin is the financial professional your business needs! I needed to establish a solid financial…read morefoundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.