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    Ridout Barrett

    2.6 (5 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

    Services - Ridout Barrett

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Tax planning

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    Solstice Wealth - This is Julia, co-founder + principal advisor of Solstice Wealth

    Solstice Wealth

    (53 reviews)

    They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

    Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish…read morewe had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!

    Charles Schwab - Charles Schwab office at Quarry Village

    Charles Schwab

    (2 reviews)

    Rating on investment is a 5. Assistance in office and 24 hour representatives I give a zero.i…read morecalled the 24 hour representative number When I wanted to cash in my mother's shares .I would get different answer from different specialist when I called. . I needed to make a name change as she remarried . I was told I had to drive to Houston (3 hours away) to make my mother's name change, and bring her marriage license and her financial power of attorney as I had to start managing finances. In Houston 1 person was in the office. I gave him all the documents , he photocopied them but seemed a bit distracted talking to someone who was not a client and came to visit. He gave us a paper that needed to be notarized and gave us directions for a mailing, packaging center that had a notary public. I asked wasn't this something that could be done in office. He said it was a Friday and he was the only one in that day and was not a notary, which Schwab should have taken the time to make him one if he was going to be alone in the office . The office was very large so I can't imagine everyone took the day off at the same time but yes they did. Later on I sold shares and asked for the check to be mailed as I could not transfer it to her bank as it was not listed as a choice. No representative could figure out why OR talked to any supervisor to have their IT people look into it. I needed the money to pay her rent, a representative told me he could overnight the check even though it was a Friday. The next day check did not arrive, Monday it did not arrive. Finally Tuesday it arrived but with the wrong name ( we did make the name change). Of course the bank would not accept the check as her first name was the only match to her account.When I called the representative number they did not have the necessary paperwork for the name change... thanks Houston office that's why I drove 3 hours. I mailed in the information ( again) and turn around was 14 days. By that time I took money out of my personal account to cover her rent. The rep told me they would put a stop payment on the check with the wrong name. I went into the office thinking in person would help with this transaction. The man who assisted me was very courteous but said the amount he saw in the computer was not the same i quoted as her available monies for withdrawal. He said it showed money was taken out, the exact same amount as the wrong name check with the stop payment I received. I told him there was a stop payment which he did not see because the previous rep did not enter the phone call details I imagine.Luckily the check was in my wallet to show it had never been cashed otherwise she would have been out of $7,000 dollars. This front desk gentleman told me he could do a wire transfer which I agreed to. He kept telling me he wasn't familiar with the form and possibly it was not the correct form to use and wasn't sure if the transaction would go through. Again no one in the office to assist him with this question. At this time I felt this was a ploy from Schwab to keep me from getting the money for my mother, because so many wrong answers , poor attention to detail, personnel not knowing the correct form to use .. it was so frustrating!!! I did finally transfer money into another bank account of hers that was listed in the site . The rest Of her money still is in Charles Schwab because now I will just transfer it into another bank account then transfer again into the correct bank. So it seems everything is fine until you want to sell shares and get money.

    I have been a Charles Schwab customer for decades. They make it simple to build up your savings and…read moreindependence with minimal overhead expenses. Opening an account at Schwab is a good step towards financial freedom.

    GPS Wealth Strategies - Jesse Travis, Financial Advisor

    GPS Wealth Strategies

    (2 reviews)

    We couldn't have been happier with GPS and the exceptional service Jesse Travis provided. My wife…read moreand I are in a new stage of life with our first child and needed to buckle down with our finances. We reached out to GPS for help and were blown away by their kindness and knowledge. Jesse welcomed us to the office with a big smile and a firm handshake. He had coffee on and the conference room set for our arrival. First, Jesse wanted to get to know us, which made us feel valued. Then he actively listened to our needs, wants and financial goals, to personalize a plan best suited for us. After our meeting, my wife and I were offered a baby gift for our newborn - a nice touch! Jesse was wonderful and we can't wait to do continued business with GPS.

    Jeese & Judy are great teachers/advisors! We found them through using Dave Ramsey's ELP list…read more Jessie is a phenomenal teacher of wealth strategies. He is very personable and caring about his clients. It is very important to him that you understand what your money is doing. Jessie & Judy treat their clients like family. Anytime we bring our children by they even get a lesson as well and enjoy learning about mutual funds. We feel comfortable being able to see how our money is doing and knowing that GPS Wealth Strategies truly cares about our financial future and legacy of wealth. I honestly don't write a lot of reviews, but GPS Wealth Strategies is the place you want to be regarding wealth building and your financial future.

    Ridout Barrett - accountants - Updated May 2026

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