Arlington, TX Financial Consultant

EXCELLENT Customer Service and very thorough with their knowledge of the insurance industry. The staff took time to customize and modify our policies for the best fit to ... more

Auto and Homeowner's Insurance. The agent thoroughly explained my options and their office was the most affordable in comparison to other insurance companies including no ... more

Gene and his staff are absolutely fantastic. Great service and can meet all of your financial needs for today and the future.

My first experience with an investment company has been outstanding.    Not only have my investments grown in the double digits annually, customer service is every bit as ... more

Charlie made it possible to reach a dream/goal this week. He found a way to help me pay off my house 6 years early. Id been trying to do it for years, but Charlie was abl ... more

Highly recommend Jack Webb to anyone looking for local wealth advisors in the DFW, who are honest and client-focused.

Highly recommend Kirk and his team. Always quick to help me. Appreciate the guidance!

Rodger is the consummate professional in dealing with consolidating my retirement funds from different accounts. It is obvious that he takes a client-first approach, and ... more

I was looking to sell a bunch of old stocks that were still in paper form from the 90s. Long story short, it was ridiculously complicated and time consuming, but Mike and ... more

Very thorough and thoughtful with advice. I appreciated that he took his time to make complex things sound simple.

I have known Eric for many years. Very professional and knowlegdeable . Really cares about his clients needs.

He was courteous and professional and very helpful

Jeff is a great guy to work with.  He is knowledgeable, helpful and really seems to have your best interest in mind.  The market is crazy sometimes but he takes the time ... more

Such a great personality on someone who deals with assets! This is what you are looking for when you are having someone invest in your future! Smart and knowledgeable. ... more

For the love of GOD, do not fall for this scam. I left 1000$ in there and over the span of SEVEN YEARS, it only made 1 0 0 DOLLARS IN SEVEN YEARS!!!!! One HUNDRED DOLLARS ... more

Lili is extremely attentive! She has the best team that helped us with all the process. We would highly recommend her and her team to anyone, shes a true professional! Gr ... more

After glowing recommendations from several colleagues, we engaged the services of Wendy Kelly, CFP of Paladini Financial Management ...it was one of the best decisions we ... more

Adham is honest and knows what hes doing. Highly recommend him

I spoke to Dario during a mini consultation and he went above and beyond my expectations. He was empathetic and delivered straight-to-the-point advice that comes with his ... more

Very knowledgeable, always timely, and truly caring. My insurance needs have been met and I feel well taken care of. Great office.

Shes very polite and honest with you shes very smart and intelligent

Kent Couch is one of the most detailed minded individuals I have ever met. His character, demeanor, and honesty is demonstrated in his day to day activities. If you, or s ... more

Great company. Top notch financial planning. I know Robert personally and he is a wonderful gentleman!!

Diamond in the rough on game day.

(Translated by Google) I recently did my taxes and I am very satisfied with the service. Apart from the fact that it was a very professional and clean environment, Mr. Ch ... more

The customer service was the BEST. Answered all my questions and worked with me more anyone ever has. There's no one else I would use for their services. Thanks a bunch!!

He is Amazing , my family being doing taxes with him for the pass 4 years and we always happy.

Brian and Beverly Tanner were amazing!

My trip to Ross Wealth Group was awesome. Mr. Ross and his wife are super kind and professional. They really know their stuff, and I left feeling totally confident in the ... more

This Bank sucks they never have enough help when you ask for another teller they look at you like your out of line for asking. Will be transfering to Chase.