Financial Advising near Coppell, TX

“I use to dread tax season until 2021 when i started filing my taxes through Tax Time with Tanika. She makes this a fast and efficient process while guiding you in what you need.
I am thankful to have such a knowledgable Tax preparer handle my taxes! Tanika thank you for putting your all in what you do, it truly shows! See ya next year!”

“Closed another single family property just before Christmas with the Hard Money loan from Noble Mortgage. Worked with the loan officer Jesse Coria. It was a smooth transaction from start to finish. I have done multiple loans with Noble in the past and I always got the best service. Noble is the best!”

“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!! :)”

“Doug does tremendous work and makes filing taxes; tracking income and expenses; and keeping track of all my corporate entities effortless. He is excellent with Quick Books and Hubdoc so everything is documented. He works seamlessly with my CPA too. I love his personalized service and corporate background. His reports are extremely helpful for retirement planning and he can help project expenses (and income) into the future. He is extremely honest and provides good value for his work. I highly recommend using him.”

“I am a local area health care advisor living in Lewisville. So many of my clients in the Lewisville area say so many good things about Jaff Tax that I have started to refer my other clients to their services. It's an asset having such a reputation in our community.”

“There are plenty of CPAs out there but there is not a single one outside of Chandler and Knowles that I would trust for my business. They are on top of every new curveball the IRS throws and they always make sure you are protected with max savings!”

“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.”

“The team at GWA led by Kris is amazing! They take the time to learn more about you, your family, your personal and financial situation, and then work at the pace that best meets your needs. They provide sound financial advice, are available as needed for those critical decisions, and are truly committed to helping their clients achieve their financial goals.”

“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.”

“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.”

“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.”