Jason has been a great partner in planning my retirement. I have never been a great saver, but…read moreJason has helped me to see the value of proper planning and picking your spots when it comes to investing for the future. His office staff is always accommodating and very helpful.

Matt and his staff were AMAZING! Very knowledgeable about current market trends, super supportive,…read moreand the communication was on point. Highly recommend!

Matt is a great professional realtor I have ever worked with. He is calm, polite, patient and gets…read morethe work done! He listens to your needs and makes them happen! Thank you so much for your hard work Matt! I really appreciate taking care of my daughter. We are very happy to have met you. Your work and dedication gave us hope and realized that there are still people in this world like yourself to extend a helping hand! You rock!

I had a disappointing experience with this Office, I have been a client for several years. This…read moreoffice does not protect their clients best interest, they work for the insurance NOT FOR YOU! I learned this when I had to file some claims and had asked advises from this agent and they gave me poor advises concerning some damages to my roof. They recommended a roofing company that was inadequate , and teamed out with the insurance company against me! They raised their premium considerably for my car and home each year invoking whatever reasons they could find!!! BE AWARE! By the way I found another provider half cheaper than them for my house and car and full coverage.

I've used ABCO in Richardson to insure my cars for years. Great rates, and with a great insurance…read morecompany (Traveler's). Teresa always has an answer for my insurance questions. I appreciate her honesty and professionalism. She was elated the other day when she gave me the news that my insurance bill is about to go down hundreds of dollars with the purchase of a new car. A good company that I highly recommend.

Love their philosophy. Been reading Scott Burns for decades. They do what they say and charge an…read moreextremely low fee for it.

Caveat: Relying on yelp reviews for picking an investment or financial services firm is probably…read morenot a good long term strategy for success! Do your own due diligence and make informed decisions. Summary: - Check them out if you want smart low-cost people managing your retirement dollars - $50,000 minimum (sadly) to start an account - Low expense / high transparency asset management - Very open about what they do and why they do it - Your money is held in a custodial account at Charles Schwab & Co. - Even if you have no intention of being a customer, the website has excellent info I remember reading Scott Burns' columns in the Boston Globe ages ago and got interested in his new company when my Dad sent me a link. Scott Burns is probably best known for creating and talking up his simple "couch potato portfolio" (google it for info...) back in the days when it was hard for an individual investor to find diversity and low fees . I am not anything close to rich/wealthy but I've been stuffing my retirement accounts to the max since my first job out of college and ended up with a number of 401K and SIMPLE-IRA accounts along the way. Eventually all of the "old" accounts were consolidated into a single Rollover IRA held at Charles Schwab. Started reading the AssetBuilder blog posts and forums and got sold on their transparency and fixation on low cost and managed risk. They are transparent enough on their website/blog/forum that an independent investor could simply copy their published methods without signing up as a customer. The tipping point for me was learning that they keep client money in custodial accounts at Charles Schwab. Since my Rollover IRA was already there it felt like I was letting smarter people manage my money for less than I was paying in the hidden mutual fund fees and transaction costs. Now in the post-Maddof scam era this is even more important. While AssetBuilder may make trades on my behalf, all my statements and account info are serviced directly by Schwab & schwab.com. The separation of "management" vs. "holding" is a good thing in my opinion. Just my $.02 of course, I'm not rich or even a particularly savvy investor. I just like AB because I've found the fixation on low-cost & high transparency to be very refreshing.

I Do not recommend this company. I thought I could trust them, however I found out the hard way…read morethat they are not trustworthy. They referred divorce attorneys to myself and my husband. My husband went with one of their referrals while I did not. They prepared inaccurate spreadsheets for him that were used against me in the divorce and were totally unprofessional when it came to remaining neutral. I feel very betrayed by them and warn against anyone trusting them with their money as they clearly will work against the one who makes less money in a marriage because it means less value to their business. I'm very disappointed in their behavior.

From the owner: Financial Planning. Your Goals. Our Commitment…read more Have you ever wondered who your financial advisor really works for? You, or the firm? Our commitment is your success, as defined by your goals. We build in-depth relationships of trust by placing your interests first. That's what we do every day, from the very start of our relationship. Our holistic wealth management approach is based on our sincere belief that long-term financial goals should not be measured in theoretical returns, but rather through the achievement of life goals. Michael Tannery is a registered principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor Member FINRA/SIPC. IFG and Tannery & Company Wealth Management are unaffiliated entities. Michael Tannery may discuss and/or transact securities business only with residents of the following states TX, OK, FL, AZ, WI, MI, VA Information is provided from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to the 3rd party website you are leaving our site and assume total responsibility for your use at these sites."

I contacted two Insurance companies for a policy quote for our rental property we own. Kelsie and…read moreChadd provided me with the best coverage at the best price for our property. We highly recommend the Chadd Kawata State Farm Agency! John H.

I highly recommend Chadd Kawata and team. They worked with me to get the best rate I have seen. I…read morehave a busy schedule and they took the time to drive out to me so I could sign paperwork. I am blown away by their dedication for their clients. They have left me very impressed!