Horrible horrible service. 6 phone calls and I get different info. Finally promised my check will…read morearrive, only to be told the day it was to arrive that the last advisor was wrong and it will be a few more days. Had already booked airfare and hotel reservations to meet with new brokerage company and have to cancel and I have lost all my non-refundable code. They don't care once you try to remove your money. Seriously crappy customer service

I've had my investments in Fidelity for several years and was managing my portfolio myself. I had…read morerecently retired and decided I needed someone to manage my retirement account which was substantial. I also wanted someone to help us decide if my wife could retire. We had preferred status with Fidelity. I went into this Fidelity to talk to one of the investors (Jay?). He looked over the Fidelity Online Planner which I had entered information beforehand. The Planner offered the basic scenarios and is not a reliable program to make retirement decisions. This investor looked at the Planner and said, "Well, according to this your wife should be able to retire." Huh? The guy never ran any other planning software to see if our investments were on track. He told me he would turn all my documents over to their investment team and he would call me back. I never heard from him and he never tried contacting me. I can understand if we were talking about a few thousand dollars and it wasn't worth his effort, but that wasn't the case. I have since moved/rolled all our investments into another investment firm, who by the way, said my wife should wait until next year to retire. If you use this Fidelity, expect bad service and keep an eye on what they do with YOUR money.

After going to several enrolled agents and CPAs, my brother introduced to this office and I am very…read morehappy. I met with David to explain about my IRS problems. For some reasons, I was constantly getting letters from the IRS with an increase in my tax bills and errors with my returns. I did not know the reason for this. David assess my IRS correspondences and knew immediate the solutions. He gave me several options and was able to get my business straighten out with the IRS. I have not had any other issues with the IRS since. His office has been extremely helpful and all contacts were professional. David even assist me in restructuring my business to a Corp to Corp and saved me a reduction of half my tax bills. I am glad I finally found a CPA that I trust completely. And his advice and insight are invaluable in helping me understand all this confusing tax stuff.

I was looking for a new CPA and found David with his amazing staff. And Thank God for these Tax…read moreProfessionals! They make filling your taxes easy and the customer care from Wendy is caring and welcoming. Even though filing taxes can be stressful, these Professionals take that burden off of you! They are a True Blessing

In our current economic situation, the majority of us are looking for ways to save money. Specially…read morein the banking industry. I was a personal banker with Chase in one of their Sugar Land branches. When I had to leave Chase due to health reasons, I looked for ways to save on fees. Online or virtual banks seemed like the right fit for me. I had seen this Charles Schwab location and walk in one day. I was told that the office was mainly for investment accounts but they did handle some aspects of retail banking here. Upon further discussion, the banker explained that I could open a brokerage account with $0.00. There was no obligation on my part to trade. I could open two interest bearing retail accounts, one checking and one savings. Opening deposit required; you guessed it, $0.00! I proceeded to open the three accounts after learning that my debit card would not incur any ATM fees. Any ATM around the world. Schwab Bank will credit ATM fees in a monthly settlement. Believe me I have withdrawn GBP in London and Euros in Paris as well as Rupees in Mumbai and Rajula, India. Bill pay is free of course. The bank will mail you free check books, deposit slips, prepaid mailing envelops and preprinted return address labels in case you use your own envelop. Sorry, no free USPS stamps. The bank has a toll free number that is answered by a human banker available 24 hours a day. I transferred my money from Chase and started real free banking.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Danielle has been my financial advisor for several years and will be for many many more! She is…read moregreat at what she does and always puts the clients best interest first! I highly recommend using her!

Danielle is so knowledgeable, helpful and has prepared us for our future! She listens intently to…read moremake sure that our goals are met and that our accounts reflect our future dreams! Highly recommend!

Melissa was great to work with when I needed a notary. Super quick communication, flexible timing,…read moreand transparent pricing. Will reach out again if I need notary or similar services in the future!

From the owner: I strive to achieve outstanding customer satisfaction and be as quick and affordable as possible…read more From Notary Services to Life Insurance there’s nothing MelMelz Multi Can’t do

I have been with Sweetwater Financial Advisors for about 20 years now. I had left a job and needed…read moreto park my rollover 401K somewhere. I have been on the ledge several times during the extreme market changes over the years and Bryan is always available to talk me off of it. The whole staff is very professional and prompt whenever I reach out. I'm comfortable having them as the stewards of my hard earned money. :-)

We have been losing money through them this last year. I'm not sure what the financial advisors are…read moredoing with their time.

There is so many things to say about this company and the owner (Jacqueline). I discovered her…read morethrough Thumbtack. I needed help with budgeting for a big purchase (my car), and I needed help. Now, I love to shop so this was a challenge for me. She provided a easy to follow budget, and even built in "spending days" for me to satisfy my shopping. I have just recently signed up for another budget strategy to purchase a new home. I will recommend her for ALL of your financial needs.

We love working with Jacquline for zoom seminars on money and budget planning. She's a wealth of…read moreknowledge! Great communication and happy to help each one of our members

I found Infinity Financial through luck. I was surprised by the level of expertise. Customer…read moreservice is great. I have an MBA I know.a good financial services. When I see them. My gut was right, I left lasts years return and. David found 996$ that had been left on the table. Infinity offers a wide range of services to individuals and businesses. I can recommend

I dreaded coming here because we talked about the same thing over and over and when its done, he'll…read moreask to check-in on FB or want to take a picture of me at the office. He'll even ask again if I checked-in before I even stepped foot out the door. I finally had to tell him that I am not comfortable with social media knowing my location. He never harassed me about it again. The first time I came here, I was interested in what David has to offer b/c after receiving a letter from the IRS, it feels intimidating and I wanted to be sure to take the RIGHT steps to handle this case correctly. Before coming to Infinity, I read the notice from the IRS thoroughly to be well-aware of my situation and what I can do to fix it. I was told David just started the business and that he could help me with my tax situation when I was well aware I could have taken the steps myself by following the SAME instructions that was listed on my IRS notice. But here I am, helping him market his business. Throughout the times I was scheduled to meet with him, at some meetings I had to give him some papers and some meetings he just spoke in circles. He never once discussed HOW MUCH each step was going to be or if I wanted to proceed with them. Instead, at our LAST meeting, closing up on my tax case, he tells me the fees and changed the price a few times infront of me which makes me feel very uneasy, and it was a grand total of $500. Oh! And then he'll seal up the paperwork and place it in a Priority Mail Flat Rate envelope and have you pay for the shipping rate and drop it off at your nearest post office....... My dad had a similar case as me and all my brother had to do was call the IRS line and they'll guide you through the process, FOR FREE!