Financial Advising near Richardson, TX

23 locations found near Richardson

“I was so fortunate to find Michael Tannery just before the onset of my divorce. I was terribly uninformed about our marital assets. And I knew even less about what to expect in divorce proceedings. Michael shared with me such a wealth of information about the things I needed to be doing to take care of my legal, financial and emotional circumstances. Michael’s compassion and expertise helped to calm the many fears that were threatening to overwhelm me at the time. He truly has a heart for helping those who find themselves in the unfortunate place of the dissolution of their marriage.”

5 Superb10 Reviews

“I've been a customer of Advancial bank and have always been impressed with their service. But I want to give a special shout-out to Ms. Randeep, who handles my inquiries. She's consistently quick to respond, always helpful, and makes me feel like my concerns are truly valued. She's a true asset to the bank! ???”

4.3 Superb24 Reviews

“I decided to start my journey with MSI credit solutions, coming across Frank the credit guy on TikTok and seeing all the positive outcomes. I’ve decided to give it a try. Frank, made my starting for this journey super easy and understanding, the communication they provide it’s just outstanding!”

4.7 Superb285 Reviews

“Catrina White was very helpful and very respectful help me with my needs credit score and repairs reports all credit bureaus five ⭐ ⭐ ⭐ ⭐ ⭐ rating company thank you so much for helping me with my credit journey and justice I would recommend this company white Jacob and associates to anyone who needs help with their credit score and repairs reports thank you so much again Matthew D satterwhite”

4.6 Superb199 Reviews

“We highly recommend Mario Arteaga for all of your Medical needs and questions. He has made it really easy to understand the process and all the different policies to choose from. He helped my Mom figure out the best plan to maximize all her benefits and programs to go with. Thank you again Mario for all your assistance.”

5 Superb44 Reviews

“They are excellent! My credit improved in less than 6 months. They were able to help my credit get up to very Good so far. Awesome team and I am still working with them !”

5 Superb44 Reviews

“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!”

4.5 Superb91 Reviews

“Been coming here to get my taxes done since 2019. Mr. Jeff is very professional and I've never encountered any issues. Great staff and professionalism. Highly recommended.”

5 Superb48 Reviews

“The best of the best! I’ve used turbo tax forever and my taxes proved to be more complicated this year. Lauren did an excellent job and took all the stress away of filing my taxes away. I had lots of questions and she was very communicative. I will be using her from now on. Very pleased with our service!”

4.3 Superb87 Reviews

“Lifetime customer! Dedicated team who are results driven. Unparalleled customer service, value and experience. Have had and always will have my 100% confidence and trust on all financial planning decisions.”

4.7 Superb13 Reviews

“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!”

3.7 Good64 Reviews

“I'm here to resolve your debt collector issues at credit services DFW my goal of to get you debt Alfred fast and negotiating with debt collectors to resolve any matter on any debt”

5 Superb12 Reviews

“Kudos to Build My Scores for helping me to get into a senior community. I am 65 and stubbled into a situation on my credit report, that I did not know how to fix. BMS staff Atty. Paul Hendrick talked with me and found a solution. The solution he offered helped validate my situation of collections and late payments that BMS is working on for me.BMS staff shared good values as a company, professionalism, and was responsive to my needs with a great turn around to fix my credit concern with the ability to move forward in a timely manner to solve my late payments and collections. THANKS TO STAFF OF BUILD MY SCORES!”

4.2 Good11 Reviews

“Nice clean office with obvious health and sanitization protocols in place. Blake Nelson helped us with our account and expanded on what we already knew about Charles Schwab.”

4.3 Superb9 Reviews

“These guys are the real deal when it comes to financial planning. They are professional, but most importantly they know what they are doing. They take the time to make sure that we were comfortable in our decision making process. I will be referring lots of customers to them!”

3.7 Good9 Reviews

“Patrick was very helpful and quick! I appreciated his attention to detail, thorough explanations and kind manner. He made me feel confident in my investments and trusting of his opinion.”

3.2 Average25 Reviews

“Their customer service (via the phone) is HORRIBLE. 4 hours on the phone and nothing got accomplished. Two reps could verify identity no problem. The other two couldn’t. Waste of time .Came to this branch and the employees were great, courteous and got me exactly what I needed in minutes. I was shocked how different the two experiences were. I feel a little bad about closing the account but over the years their phone CS has always been terrible. Got in and out of this branch with everything I needed in minutes.”

2.6 Average35 Reviews

“Appreciate his advice, he took time to listen to my questions and explain. He is a financial advisor for the long run. For today and the future, not just a salesman for today and that's it. He will help you plan for the future. He shows experience, knowledge and organization. Friendly staff and convenient location. No pressure to sell a particular product or fund. Found out that other advisors are more salesmen than advisors, he is not that type of advisor. Suggest listen to what he can present, evaluate and plan your future.”

3.7 Good6 Reviews

“Absolutely the best! Jeannie Williams and Jennifer Coursonhave been a God-send to me! Their willingness to assist in any manner to give me assured confidence in their ability to help me manage my business!Jeannie has a great team to work with and allows me to attend to thedaily affairs of my business. I strongly recommend L&H CPA Advisors!”

3.7 Good21 Reviews

“Elizabeth Trecartin CFP, recently reached out to me to introduce herself as my new advisor. Within 5 minutes of reviewing my account, she pointed out two items that were valuable to my financial planning that had been missed by my long term advisor she had replaced. I really appreciate her professionalism, knowledge and genuine interest in my account matters. The individual she replaced seemed to always be hurried and hard to get ahold of. Thanks Elizabeth!”

2.5 Average16 Reviews

“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.”

2.5 Average17 Reviews

“Thank you for your hard work in correcting my accounts. Within a year and my credit score is now 732!! I now qualify to refinance our house with a 15 year note.
Again, thank you! You guys are amazing!”

1 Poor23 Reviews

“I wanted to take some time and let everyone know that this is the best bank ever. No matter how busy the tellers are they always greet you with a smile and professionalism. I've read some of the reviews and from my personal experince today I can say that unfortunately the clientele of this location are arrogant and entitled. The amount of criticism these tellers are receiving is disgusting. The tellers here are hardworking and should be receiving praise. If you dont like the pace of their work then go to a different location. I will gladly keep using this location in the future.”

1.4 Poor83 Reviews