Have been with Fidelity for over 42 years. Have only had a few issues and when I contacted my…read moremanager it was taken care of in a satisfactory manner. I have recommended many people to Fidelity. My preference over the last 20 years has been to rule my own accounts, yet receive good service when I have issues! Checking, IRA, Roth IRA's, Credit Card, in one location and get rewards and money market interest, along with many many different vehicles for investment!

Nothing good to say about this location. They are late for every appointment I made with them…read more Honesty is also not their policy. Takes hours to complete simple transactions. Very difficult to do business with.

Tim Bicknell is the best thing that has ever happened to my family. He shops rates everywhere for…read moreour Homeowners and Auto Insurance Policies. He gets us the very best deals! For example, we just saved $1855 a year on car insurance! We got the lowest Homeowners insurance out there too! You just make one phone call and he gets you all of the discounts that the companies never openly offer you! Having Tim as our agent has been a blessing! I HIGHLY recommend using him as your agent to shop insurance carriers and save you money. The even better deal is that his services are 100% completely FREE to consumers! He's extremely knowledgeable and even friendlier! I'll be using him from here on out! I love Tim Bicknell! He's the BEST!

I purchased a new home and was overwhelmed by all the insurance quote information I found after…read moredoing my own research. A friend referred me to Tim Bicknell. He answered all of my questions about coverages and advised me on how much insurance I actually needed for a new construction home. He was very transparent and knowledgeable. I ended up purchasing an Auto policy with him as well. I definitely recommend Tim Bicknell for your insurance needs.

Amazing response time, super knowledgeable and friendly. Highly recommend the services offered by…read morethis team. Also very reasonably priced. Thank you!

From the owner: My IRS Solutions is a Family business with some of the top CPA & tax Attorneys in Texas who have…read morebeen fighting the IRS since 1989 and winning. We offer high quality customer service, fast turn around times and ensure you wont feel like just another number like the large tax firms do.

We have been clients of Tuttle & Tuttle for some years now and we cannot be more pleased with our…read morechoice. It takes a good group to keep me straight!! In the past, we have had lackluster results with others who worked with us, but we are truly blessed to have been recommended to this great team. THANK YOU! :o)

I went online and requested a meeting time. James emailed my back requesting I call there office…read moreand after the extended filing was completed. I did call and left him a message but he did not return my call. Tuttle & Tuttle have excellent reviews but I guess they're too busy to accept new clients.

Long review alert! If you don't read it all and want the referral part...GO SEE EDDIE!! He and…read morehis team are the best and you will never regret letting Eddie and CSG help you reach your goals and dreams!!! Now the details for those that are curious... :) Eddie is really a credit expert and genius. I have typically been skeptical of "credit repair" companies. I assumed that they all work similarly in just flooding the bureaus with lots of disputes. But Eddie and CSG do not do that. Eddie is so incredibly knowledgeable with the how of credit scoring and reporting. I met with Eddie very last minute and he reviewed by credit details with me and is able to go through the details and know what line items matter and which ones don't. He has intimate knowledge of how every entry in your credit file (good and bad) affects your scores and typically by how many points. Seriously, Eddie is a credit genius and he is allot of fun to work with! SO my story, we stumbled on an amazing deal on a new house and we were not even planning on buying at the time. The deal was so good, we decided to move on it. We had intentionally planned to just use my wife's credit as she had scores in the 800's! However, her income was not quite enough to mortgage two homes at the same time so we needed me on the mortgage. I literally had no hope or very little that anything could be done. Eddie met with me very last minute as we were needing to close this house in 3 weeks to get the deal we had negotiated. Eddie identified what our best and quickest actions were and he literally got on the phone with me and my creditor and handled the dispute with them. Long story short, we were able to get my scores fixed and up enough in literally a few days and every bit of the credit goes to Eddie. It was his credit expertise and thinking out of the box that was successful. I can say with 110% confidence that we would not have been able to buy this house without Eddie helping us. So, call Eddie and let him tell you what you need to do to get to your goals the fastest. What the average person thinks about credit and even what most experts tell you and assume about credit scoring is actually not even close to reality. Eddie will tell you pay this off, settle this, don't even worry with this huge write-off and many other options. He is literally a miracle worker. He even might tell you don't worry about doing anything with that huge write-off because it's not too recent and is affecting your scores very minimally. Call Eddie. Trust Eddie. Believe in his approach. If ANYONE can get you to your credit and financial goals, Eddie can and will. Every story is different. Mine happened to work out and we were able to get what we needed for the house very quickly. Whether you have a huge mess, minor dings and the timeline seems long or short, get started now with Eddie and your goals that seem impossible can become reality. I am living proof. We closed on our dream home Dec 31, 2018 and are blessed beyond measure. THANK YOU EDDIE!!!! Sincerely, Paul

If you're in the market to buy a home, call Eddie and his team. My credit score was too low to…read morequalify for a professional mortgage, which saves you thousands on PMI, but was already under contract on a house. Eddie and his team were able to work with me and get my score up above qualification, into premium interest rates. Eddie even gave me his personal number so that I could call and discuss any issues/question at any time--extremely responsive. While I understood credit scores generally, and how to positively impact them, there are several things that you just cannot do in the time frame I needed. It can take several weeks or months to dispute negative remarks on your credit report if you submit a dispute yourself, with no guarantee of success. Eddie and his team submitted a dispute and had it removed in only 2 weeks! TL;DR - if you're going to buy a home, see how Eddie can help you save money on rates or PMI. He knows mortgages, and will even call your lender to school them on credit scores.

First time coming here,…read more Thank you to Karrie Lewis for helping me with my Taxes this year. My Father does my taxes through TurboTax and it looks like I was owning more to the IRA than normal but thanks fully I was set up with a professional Tax person in Karrie to help me out with my situation. The Friendliness and kindness that Karrie and the staff there was great. Ill be back again because of the customer service I got from Karrie and the Staff. Thank you and God Bless.

So I had unreported income from the sale of a home in looney California from 2020. The notice says…read moreI owed 11k. Enter Jamie, a shark, and she spent an hour filling out my tax return. At one point 3 different people were working on my situation making sure all was done right. In the end I only owed 300 bucks.... Way better than 11k!!!!! Tax time was great and I would not go anywhere else. Also ask Jamie about her cute furbabies!!!!!

We have utilized CWA to manage our endodontic practice. Their service and support are second to…read morenone. They have definitely taken us to the next level. Honest, accurate, kind. Keep up the amazing work! Nabeel Khan

As a 20+ year client, It's difficult to communicate the breadth of experience that CWA brings to…read moreyour life and financial plan. I travel from the East Coast (Philadelphia area) to Plano once a year for a meeting with my financial planner. He is very qualified, smart, knows me, and I'd call him a friend. He has often gone WAY above what our agreement for his services promises me for my fee. The firm is honest, and is growing. This firm is able to do your book keeping, tax, and financial planning. Our CWA group has another company pick our money managers, so there is NEVER any account churning, and your planner has his or her money invested as you are invested. The corporate culture is to put the client's needs first. If you go online and check out CWA.com, you can see some videos by Darrell Cain, who started the firm. The firm serves many people, from various backgrounds and businesses. Their niche is dentists. I am able to hire any of the financial hotshots in Delaware , Philadelphia, or NYC, and continue to choose Cain, Watters for my needs. I cannot recommend them more highly.

Have been Schwab customer for 36 yrs. They offer dynamic financial services,... These guys are not…read moreonboard with Corporation, steer clear of this branch. Have a couple of incompetent kids running the front, got a bad attitude toward senior citizens. They will leave you hanging, and get angry if you call them out. Cannot believe the Corp. has not cleaned house, started over. Schwab is great, but these Bozos are not on the team!!

They have the worst customer service. It is 2024 and I literally have to go to an office to…read moreconduct business

Great organization with very high standards. Anyone looking for high-quality community management…read moreshould consider Castle. They are among the best in the business!

Great group Very easy to work with…read more Highly recommend anyone considering them !! Very professional and accommodating