My wife and I had a pre-retirement financial check up with Keener Financial. We found that the…read moreservice, quality of information and recommendations were excellent. It is obvious that they know what they are doing, but are also able to communicate for all levels of financial understanding. We highly recommend their services.

My daughter interviewed several fee for service financial advisors and chose Jean and is very…read morepleased (she plans to retire before she is 50 with Jean's guidance). I, too, have used her services and she suggested that I shouldn't need to come back again until I actually retire....

I have had a fidelity account for many years. They have planning tools that were good but have…read morereally become incompetent over the last year. One of their planning tools has been broken for over 2 months at this point and counting. Their response is its a 3rd party but from my standpoint, if you are offering services blaming it on a 3rd party just means you are not managing your offerings. If they fail here, which they obviously have or I would not be writing this post.

I've had a fidelity account for years and always worked with the Dallas office. I recently had a…read moresimple question about a financial transaction. I spent 20 minutes on hold Friday then was cut off because they closed. Today I was on hold for 30 minutes until I finally hung up. Needless to say, I'm getting my money out of here. If you can't trust your financial institution to answer a question, you shouldn't trust them with your money. The cable company answers the phone faster!

Elisa helped me out and was extremely kind, efficient, and patient with a Senior Client of Schwab!!…read more I had an unusual technical problem with my on line account (caused by my lack of technical knowhow). While my problem was not in her immediate area of responsibility, she listened and went to work. Elisa fixed the 1st issue (on line account suspended) and then contacted another expert within Schwab that helped to find the source of other issues that led to my suspension. If Elisa had not listened and gone the extra miles to help me, I would have been suspended again as soon as I drove back home to Denton, TX. Jared Herbert is also to be commended for being very responsive to a phone call and especially for having a very qualified staff that cares about their clients. If I was not retired, I would have offered a job to Elisa. Her talent, caring attitude, and common sense are rare. I expect Schwab recognizes her abilities and she has a bright future ahead of her.

We had to replace our car on a trip we made to Dallas last week. We had planned on replacing the…read morecar later this year, but car problems en route made the transaction necessary earlier than planned. We located a replacement car on a Saturday and the dealership let us keep the new car as we would provide them payment from our account at Charles Schwab. On Monday, we went by Charles Schwab in Southlake to arrange the disbursement and met with our agent, Jake Bandy. Mr. Bandy called the dealership, acquired the wiring instructions, and facilitated the whole transaction. Mr. Bandy is a complete pro! He gave us copies of the wire and promised to contact us when it was complete. We returned to the dealership with the copies of the wire and the dealership gave us copies of all our car documents. Mr. Bandy called shortly thereafter and assured us the wire was sent. Everything is stress free when you deal with a great organization and Jake Bandy!

DO NOT file taxes or an LLC with Chandler Knowles. You will be wasting your money, In addition,…read moreif you have more than a 10 minute drive to their office, do not waste your time. A 40-minute trip to deliver documents cost me a 1 hour fee. Despite the owner being "too busy" to introduce herself, she charged me for "consultation" services. My consultation consisted of sitting alone in a conference room, introducing myself to her administrator, and handing over my files. Ruthless and no concern for you or your company.

I would not recommend this firm. The first year they did my return, they made a mistake and told…read moreme it was my responsibility to make sure the tax return is accurate when I got a notice from the IRS which has never happened to me in my adult life. Chandler did amend the return at no charge but advised me it was my responsibility to make sure the entire return is correct. I'm not a CPA which is why I paid them for their expertise. I chalked it up to a one time mistake, but the next year I went over the return page by page, line by line, and found multiple mistakes (since it's my responsibility according to them so I spent hour and hours reviewing every line item). Chandler had to modify the return at least 3 times and make many corrections before it could be submitted to the IRS. These were mistakes I found (not them). What is the point of hiring and paying a CPA to file my tax return if I need to learn all the tax laws to find their mistakes. I had to proofread all their work but their fee was never discounted for the countless hours I had to spent proofing the return and bringing errors to their attention. I even had to bring to their attention a typo transposing numbers, a mathematical error, as well as a major error whereas they reflected tax free funds as taxable funds. Needless to say I decided to find a new CPA going forward as I had no confidence in their ability to prepare my return accurately. Fortunately, I found a highly competent CPA that I am working with now and have been for several years. My new CPA even went back and found more mistakes (that I didn't know about as I'm not a CPA). I had to pay my new CPA to amend mistakes from their original work. I didn't even ask Chandler to amend the old return to fix their mistakes as did not want to have any further relationship with them as trust was gone and I moved on to another CPA who I paid to amend the return previously filed by Chandler. The people at Chandler are very nice people, but I just do not have confidence of the accuracy of my returns they prepared so I found a new CPA. I shouldn't have to have CPA knowledge to hire a CPA to complete my return. I provide my CPA with proper documentation and while I still review the return before it is submitted, I expect my CPA to prepare an accurate return. I do hope that things have changed for them as this was several years ago and hope they are doing a more thorough review of their work. I wish them the best of luck. I didn't even want to write this review as they were nice people but a friend of mine said it would be wrong not to write the review. In the end, I do hope these were just training issues that have since been resolved so this does not happen to anyone else.

Working with Monika has been one of the best financial decisions we've made. Her depth of knowledge…read morein tax strategy is impressive, but it's her ability to tailor solutions specifically to our situation. She just didn't do our taxes; she built long-term strategies that support growth, protection and financial confidence.

I am a business owner with multiple companies and have been using Decision Financial for all my tax…read moreplanning and prep. I have had a really great experience, incredibly smooth and efficient. Monika and her team are fast, accurate, and extremely professional and communicative. Their portal is super helpful for organizing information and discussing my return. I love working with them and I plan to use them for many years to come!

Every time that I have an account or trading question, the Schwab Team is right there. Always…read morepatient, through and makes sure that I understand the services they offer. .

I have had the absolute worst customer service I have ever experienced. The agents on the phone can…read morenever answer my questions. I have to go to the "local" branch, which is not very close to me. Very frustrating. Will close the account the next time I feel like going for a drive.