Dallas, TX Financial Planner

Paramount Tax & Bookkeeping isnt just a service providertheyre a true partner in my success. Their dedication and expertise have helped my business thrive. I highly recom ... more

ok company. The birth of Jolly Ranchers tho

I have used US Trust, Morgan Stanley, and Goldman Sachs in the past. The reason I switched to NFG is the family office environment with all services I had at those large ... more

We have been clients of Kyle Walters for close to 20 years. He is amazing! So knowledgeable and passionate about what he does, and it shows. Always responsive to any ques ... more

We love Neighborhood Credit Union, and Jhaida is the best of the best! She is always on top of things, and she goes above and beyond for her customers! I know it sounds c ... more

Phenomenal team and phenomenal experience all around!!! Turned out nightmare into a dream come true!!

Almost two years ago we decided to make a change in our personal financial investment management needs. Kyle Walters was highly recommended to us so we decided to make t ... more

Working with Bryon is an absolute pleasure. Not only is he professional, but personable and very knowledgeable about several areas of expertise. I look forward to working ... more

Managed to get an answer within an acceptable time period. He was good and lady luck played a major role as well. His wife Jennifer stays on top of things and get answers ... more

I have worked with Jake Otankis from the Denton office for a little over a year now and my experience could not have been better! He was extremely knowledgeable, answered ... more

Greg and Steve are so knowledgeable when it comes to finances. They are both intentional with their talks about money. They really stand by their word of putting their cl ... more

Ive been working out of Industrious for over a year and have loved it! Our team comes in to fresh coffee and breakfast daily along with a variety of snacks. But the best ... more

Worst credit union EVER! Beware. Going downhill fast. Outsourcing calls to call inadequate centers with language barriers. Closing ATMs permanently. No more personal loan ... more

Scam alert!

Highly recommended!

Amazing environment!!

So smart. So nice. So on top of the market. I would never work with anyone else.

I have got best services for my firm john labunski lincoln wealth

Great stoff

I was intimidated by the fact that I had no idea how to save for retirement. I knew it wasn't just about saving cash, but I had zero guidance on investing. Ken Jones wa ... more

Kyle handles me and my family's financial planning. He is very communicative, proactive, and we have been well taken care of under his professional guidance. 100% recomme ... more

Great people

Professional work environment with highly trained and knowledgeable advisors

I actually used to live here years ago I even left a 5star review I recently decided to take a job opportunity in Dallas so I was like ok Im going to give Forrest ridge a ... more

Josh has been a mortgage lender for years, and he has assisted many folks that know professionally and personally with their home loans. He communicates and get the loan ... more

Stella is a thorough professional with several years of experience and someone I would strongly recommend. Her husband, Bill, is a tax expert and he too is professional a ... more

The Best Customer Service I’ve ever had at a bank. The staff is very friendly, outgoing, and eager to assist with your needs. They’ve always gone above and beyond and ... more

Ive been with CFS since 1996 all the while living in CA, IN and FL. I dont care where you live, you will never find a more professional and honest group for your investme ... more

I have been a client of Neal Vasso of Vasso and Associates for years and have nothing but great things to say about him.  I know for a fact the negative yelp review about ... more

Jon Lawton has been my financial advisor for many years and has always done an excellent job. I have recommended him to my friends and he has taken care of them as well. ... more

Jordan Earles and the team at Ivy Wealth team are knowledgeable, professional, and responsive; a pleasure to work with. Jordan has helped us with our particular situation ... more

My money has grown more here than with any other investment service I have used, which is literally lifechanging as I get closer to retirement. Highly recommend, you wil ... more

Good solid company with mostly good agents. Longevity is everything!

I can confidently say that everyone who represents this company strives to deliver exceptional service to everyone. Given the nature of the business and how every repres ... more

I have been a client of Markus Byrd, CFS Wealth Advisor for about 10 years. He takes a very personal interest in his clients and is always available. I highly recommen ... more

Great partners to work with in a challenging compliance area!