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“There are REAL people that work here. They pay attention to what you want and how to get you there. I've been impressed with their knowledge and honesty. They do a lot of different things but the big things are that they actually care about you and what you're doing and where you're going. That can be rare but I recommend checking them out.”
“My wife and I have been with RPOA since the early 1990's and am overall pleased with Doug Dyer and his team. They have always been extremely responsive and have always answered our questions and walked us through different scenarios. While we are not retired yet, we have full peace of mind that we are in a good position to retire when we are ready to go hike for a living!”
“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.”
“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 walk into this branch at least twice a month. the experience is always a pleasure. it is never dry and transactional. while i don't always enjoy pulling money from my accounts, i do enjoy every interaction inside this branch!”
“I have been with Kris and Global Wealth Advisors for many years. They have helped me retire early at 57! The team at GWA is fantastic. From Kris, Tiffany to Kamryn, they make you feel informed and comforted.”
“Great office and a great company. My investment strategist, Devante Williams is attentive, knowledgeable and very professional. It’s obvious he takes pride in providing the best service possible, whether you’re investing $20,000 or $2 Million! Coming over from another investment firm where I was essentially a number, my experience at Schwab has been truly refreshing. Only wish I had moved my accounts here months earlier.”
“What a terrific place if you actually want help getting banking done. I never go into the branch of my big National Bank because they really can't help you with much. They really don't have any answers. They can't help you with personal finance or loans. It's really sad. RBFCU actually was able to help me with everything I needed. It was quite refreshing! They may be based out of San antonio, but they helped me right here. I'm now a member, and will consider moving more of my banking here.”
“Went to this branch before our cruise vacation to deposit cash and withdrawal small bills for tips.The staff was very friendly and helpful to make sure no rips were in the bills since other countries can be strict. We discussed lots of credit card travel tips as well.On another occasion at the branch, they helped us upgrade our savings account to earn more dividends which was great too!We've been rbfcu members for years now and it's great. Also the app is nice and easy to use.”
“For the past ten years, my family and I have been using this Fidelity location. The staff is attentive, personable and thorough. A particular thank you to Ryder, Josh, and Troy for going above and beyond to ensure that we had all of our questions answered and our financial needs met.”
“Jake took great care of my family and me, setting up accounts and configuring them to our needs. Feels great to have such a kind, knowledgeable partner at our local office.”
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“Brittany has always had a wonderful impact on our lives and in our practices. We’ve been clients for about 10 years and feel we are blessed to be in such good hands.”