Tom has a law degree and is a CPA, besides being a certified Financial Advisor. We feel so…read morefortunate to have found someone so knowledgeable to help us with our financial plans.

I don't trust just anyone with my life savings but Jon has been extremely helpful with his…read morefinancial direction. I found that some of my neighbors were also using him and had for years. I have trusted him now for 4 or 5 years now. He has increased my portfolio value nicely in that time. Highly recommended.... make sure who you choose has a great reputation.... check here https://brokercheck.finra.org

Do not use this company. Choose anyone else but them for your CDS program. For the last 2 months…read moremy employee has been shorted 3 out of 4 paychecks requiring calls with little response, no call back, no emails until I call multiple times. All time sheets have been sent on time with confirmation back and my employee still doesn't get paid appropriately. After much time, effort and energy they will finally pay what is hers. I am firing them TODAY. I will also be reporting them to appropriate Texas agency. Don't use them. Just don't.

AllCare CDS & Financial Management Service never return calls, I have been trying for a week to…read moretalk to someone about a missing pay check and no one will call back. When you call you never get to talk to anyone but have to leave a voicemail but no one never call back. This is no way to run a business.

Ask for Michael Valbuena if you have any type of banking needs! He's not only caring and…read moreprofessional, but super friendly, funny and efficient! See, my Dad died last Valentine's Day... and he had an account there. Well, I had waited a long time for his death certificate and also had to apply for my original one. Dad didn't have a beneficiary on this account. He was a Vietnam vet, exposed to Agent Orange, and had Parkinson's and he had begun to isolate and procrastinate. So I finally had all of my documents I was told by some rep over the phone, to bring. The first time I attempted to deal with Chase, someone told me I'd have to get a lawyer. My dad had no assets or estate- so this did not make sense to me. Michael was SO nice. He could have sent me home and made me wait a week (Sherman is an hour and a half from my home)! But his compassionate nature took over. He causally listened to my story about my day, the freezing rain, the specialists, the lab work, and my Dad... he went above and beyond (he really did), to help me get the account closed and the money in my hands- that day. He had to really go an extra mile! I could say a lot more about him, but he's the guy to ask for. Each employee who was assisting him who had contact with me was SO nice! I don't typically bank with the large ones.. I like to support local credit unions and small town banks. But I am opening an interest bearing account, and possibly a savings with him! He did not push this- I just talked with him about it. His wife is an esthetician and I need one of those two, so he connected us! He also recommended the Italian restaurant I ate lunch at, and just gave a review on! I recommend Chase in Sherman, TX- part of the "Big 3", in the banking world... bid small down friendly atmosphere.

Incompetent help with POA on brother after review by bank executive they signed off and week's…read morelater corporate stepped in to deny obviously first person approval was not competent to alert any problem next step is to close his account and move funds to new bank soon