I've known Hal and the Lambert family for over 40 years. His mom was my teacher in 4th grade at…read moreShulkey Elementary. Fine family.

From the owner: Point Bridge Capital is an investment management and capital advisory firm providing unparalleled,…read moreinstitutional quality investment management and advice to entrepreneurs, family offices, foundations, pension plans and corporate clients. Independence offers our clients more options and broader capabilities unconstrained by the limitations of a single platform.

We are extremely happy to have found the Estrada team! They answer all of our questions, are very…read moreprofessional, and are very knowledgeable when it comes to picking the right coverage for our family! Thank you, Imelda and Aylin!

The Estrada Agency Team is great super helpful and knowledgeable on all things Insurance. They can…read moredissect and analyze your current insurance and compare coverages in detail. I would definitely recommend to all my friends and family to get a quote today!!!

We could not have been happier or more impressed with our experience. My wife and I went to…read moreTatsiana for our tax and business needs last year. She was an absolute pleasure to work with! Her knowledge and experience was exactly what we were looking for. She is one of the most efficient people we have had the pleasure of working with. We constantly found her to be helpful, professional and well organized. Thank you! Jose & Stephanie Serrano

I have always done my own taxes but this year had to file a deceased aunt's trust return and final…read morepersonal return. I decided to use a profession to avoid mistakes. Tatsiana Bender was referred to us by my wife's former boss who is also a CPA. I cannot say enough good things about Ms. Bender. She was extremely helpful and understood our needs. The program she uses is extremely simple to use. Just upload all tax forms and they are stored in an online folder. Chat makes it easy to ask questions/supply answers. Any tasks needed to be done by taxpayer are listed and checked off as completed. Having to complete three returns was simple with the program. Returns were completed faster than I anticipated and ready to be signed. Anything that needed to be completed for filing was clearly explained. Finally a planning phone call is done to explain opportunities for tax savings next year. I am extremely happy using Bender CPA and would recommend her for any complex tax work or business function. Robert L

They found me exactly what I was looking for without taking lots of my time. They are saving me…read morelots of money on my dental insurance.

Jan Bassi gets a big thumbs up from me. She is knowledgable, professional and she really listened…read moreto our needs! We have a unique healthcare situation as I am caring for a loved one with Alzheimer's. We needed immediate coverage, we needed a similar Medicare to what she had in her former state of residence. Jan met with me prior to my loved one moving here, and she met with us again in the privacy of my home. This whole experience has been worrisome and stressful, but the blessing through it all was meeting Jan. She helped make this a smooth transition in a great time of need.

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.

Spencer Thompson was recommended from an acquaintance, after meeting with him, my wife and I knew…read morewe were in good hands. He treats his clients like family and is honest, always available, and a very astute financial advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The founding owner recommended a Life Settlement investment and a real estate reit investment. I…read moreended up losing 70% of my principal when the investment went belly up. The real estate investment appears to be heading towads a bankruptcy which would probably mean a loss of 100% of my principal. Both investments were touted as safe money investments when actually they were highly risky investments. Would never recommend this firm.

I wil never do business with these people again. I made an appointment back in march for a meeting…read morein April. I am handicaped and I had to drive 45 minutes to get there. when I got there I was told that I didn't have an appointment. I showed my e mail confirming my appointment. And was told that they sent me a message that my appointment was already booked up. I went back through my email and found nothing. these people are irresponsible and unorganized.

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.