Financial Advising near Bedford, TX
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8 locations found near Bedford
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1901 Central Dr Suite 612, Bedford TX 76021
“Working with Tory and his team at Efinity mortgage was truly a breeze. They did such an amazing job at getting the grunt work done so that we didn’t have to worry about anything and could enjoy the home buying experience. My husband and I would recommend Efinity a thousand times over and we will continue to use them in the future.”
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1698 Keller Pkwy #100, Keller TX 76248
“Starting with Johnathan all the way till closing, everybody was very professional. The process went swiftly. unfortunately, the holidays were in the middle of everything. Otherwise I’m sure it would’ve been done even quicker But even with Christmas and new year in between everything, it still went faster than I thought I would so five stars all around”
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1864 Norwood Dr, Hurst TX 76054
“Ashley answered questions concerning an inheritance. Not only did she give me the info I needed over the phone, she followed up promptly with an e-mail concerning exactly what we discussed for my reference. Thank you again Ashley!”
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318 W Main St #202, Arlington TX 76010
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Irving TX 75062
“I had the pleasure of having Iorna assist me with my taxes through a referral from a friend. If anyone comes through to his office, considered yourself lucky and blessed! Honestly, he is the absolute best in the DFW. He will find ways to help you and get you your maximum refund. Regardless of me moving or staying in Dallas, he will be my tax consultant for LIFE. Iorna is caring, and values each and every client as if they were his long-life best friend. He is solution-oriented and knows his customer service!! Iorna deserves to be complimented, praised and recognized!! His assistant Leah is gracious, kind and welcoming too. You rock Iorna!! He's an amazing human being, tax preparer/consultant and everyone should know it!! :)”
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535 Silicon Dr Suite 101, Southlake TX 76092
“Our first time using Decision Financial. So grateful we found them. This year they helped by advising how safety enhancements made to our home for health reasons could be used.”
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1524 E Southlake Blvd, Southlake TX 76092
“My experiences over the years at Schwab have ranged from mediocre to excellent, with the vast majority trending towards excellent. As my needs have evolved, the services provided have evolved as well. But, recently, three separate experiences have relly stood out. 1 - A few years back, I was reassigned to a different financial consultant as the one with whom I was working retired. The second consultant was very nice but it seemed that my relatively small amount of invested funds meant I was not terribly important. When I answered a questionnaire indicating this, I was called the next day and was reassigned to a third consultant who has been absolutely excellent. They not only listened, they acted in my best interests. 2 - Two years ago my mother passed away and i was a co-executor of her estate. She had all her assets at Vanguard. Working with Vanguard was hugely tedious and frustrating, nothing remotely like working with Schwab. This applies to the Customer Service team over the phone and the website. Absolutely night and day, Schwab was superior in every way. 3 - For the first time, I had an RMD to contend with...never dealt with this and had no idea it was even an issue. My consultant reached out and advised me of what I needed to do...proactively. That was good. However, i made a mistake online when doing the distribution, which compelled another call from my consultant helping me rectify the issue. Finally, when i had a minor problem rectifying the issue, I called the office but was subsequently transferred to the centralized Customer Service team. They were knowledgeable, friendly and very helpful. All in all, everything is as it should be, which would not have happened without the team at Schwab. I am a very happy customer, and will be for the foreseeable future.”
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1540 E Southlake Blvd, Southlake TX 76092
“They were basically closed when I went. One person at a time could enter and speak with a representative on a monitor. Unless you have paperwork to drop off, you are wasting time and gas by driving there. Fidelity is awesome though so still gets 5 star rating from me.”
