This small office, nestled inside a building in the heart of the Texas Medical Center (TMC), may be…read morehard to find through the maze of hallways at first, but it's a convenient stop for busy professionals to get some investment advice during the week. Given my work hours and TMC location, it is difficult for me to travel to an office for a weekday appointment otherwise, so this office made it easy for me to walk in for a quick lunchtime appointment. For about 1-hour, I had the undivided attention of a CFA to answer all of my investing questions and for free, simply for being a Fidelity customer. One of the reasons why I chose Fidelity as an online broker was due to the fantastic customer service online + on the phone, in addition to the easy-to-navigate educational information they provide for new investors on their website. My in-person experiences lived up to Fidelity's strong web/telephone reputation in providing me with a valuable and satisfying experience thanks to their knowledgable + friendly staff. While their advisors will not tell you what specific funds to invest in, they can provide you with a very clear, conceptual strategy for investing that equips you to confidently make your own investment decisions. Come prepared with your questions, and you will leave satisfied!

The dude sitting behind the front desk had such a condescending and rude demeanor when asked a…read moregeneral question. As a medical professional, I'm well aware of the fact that you can't go into any medical office and ask for the cardiologist. Don't give me stupid metaphors just because the question I asked about my Fidelity account wasn't nearly as generic as I thought. And excuse me for thinking maybe you had an idea about the Methodist specific plans since you're located inside the Scurlock Tower of Houston Methodist. If you need help with your Fidelity account, don't bother stopping by this office. You're better off calling the phone number and waiting for an hour than dealing with this behavior.

Angela is the best! She is very knowledgeable when it comes to understanding your credit, boosting…read moreyour credit score, and becoming debt free. She was patient and provided me with information I didn't know about. She helped me boost my credit score over 20 points. She will not only work with you, but figure out what is best for you.

From the owner: Here at Castillo Financial Consulting, our professionals know that financial consulting is not just…read moreabout money: it's about having the tools to becoming a better financial planner and reaching financial goals. It's about making improved financial decisions! Our mission is to help our clients accomplish these goals in a convenient, understandable, and consistent way. We aim to educate our clients in a professional manner while offering tips and advice on properly handling their finances. We understand that many people aren't great with financial budgeting, so we have created a convenient service and scheduling system that helps meet our clients financial goals. By combining the latest regulations, technology and traditional techniques, we give our clients the best strategies with financial consulting.

If I could give more than 5 stars I would. First off, let me say that I have a small business and…read moreover the years have tried (4) different accountants but was never able to find anyone competent enough - they were iether not knowledgeable about tax laws, charged exhorbitant rates, or unresponsive for months. Let me tell you about Blake. Honest. Knowledgeable. Fast. Fair pricing. Straight shooting. Fun. This guy is a tax ninja. He took 3 years worth of tax returns and prepared them within a week - and they weren't easy. Not only that, he filed everything longways - meaning filling out extra forms to take advantage of every write-off and tax break possible. He lowered my taxes to a pittance of what they should habe been. Should I say more? He's really amazing. If you have a tax issue call him. It was the best decision I ever made. I will be giving him all my future business. He's a great guy also. Easy to get along with. Makes complex issues sound easy. I actually tipped him $500 on top because I truly appreciate what an outstanding professional he is. I know it sounds cliché - but - try him - you will be glad you did.

Great tax and wealth management advice. Personalized and timely service. Blake goes the extra…read moremile. He cares about me as a client.

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!

One of the best brokerage firms in America. Amazing customer service and a range of products and…read moreservices for everyone.

Inefficient , can't get anything done in one visit ,no customer service , not sure why Schwab not…read moreprovide a competent banker ? We have to deal with rude receptionists to get work done. Very disappointed , went there 2 times to get an account opened , first email received some info I was missing went back , gave the details , they had even missed one full form . 5 days since still pending , no movement at all on the account opening !

I love tucker financial!! Tucker always takes care of me and answers all my questions. No need fir…read moreme to go anywhere else.

This is sheets place for all of your financial needs. They are very honest and maximized my…read morefinances.

My husband and I started using Bullogic Wealth Management early in the spring, and I am so glad we…read moredid. I am a retired teacher and my husband will be retiring at the end of this year. I have a decent pension with teacher retirement, but my husband will have nothing but Social Security. I was feeling a great deal of anxiety as we have debt that needs to be paid before the end of the year. My husband is not an easy man to convince, but he is completely on board with this plan, and that is due to Adam's handling of our finances and the programs he uses to help us stay on our budget and payoff schedule. Adam is knowledgeable and works hard on our account so we both know daily what is going on and where we stand.

From the owner: We make cash flow management, retirement accounts, and savings accounts all work together to reach…read moreyour short-term and long-term goals. We implement tax-saving strategies so your money is working for you and not the government. Finally, we help you manage your assets so you know that your estate is distributed per your wishes.

Sean was very thorough and offered tons of great advice and has always represented himself as a…read moreknowledgeable professional. I came to Sean because I felt my taxes were prepared incorrectly by my previous accountant and he confirmed it. He has prepared three tax years for me and I plan to continue to bring them to him and highly recommend his services to others.

Working with Sean has given me the best tax experience I could imagine. As someone new to the world…read moreof consulting work as well as managing my payroll and W-2s, they did an incredible job. There was fast and consistent follow-up; Sean and his team really spent a lot of time with me to make sure I understood all of my tax options and implications. Sean put together my tax return quickly and efficiently and went above and beyond to find deductions that I didn't even realize were possible. I highly recommend Sean Butler CPA!