Dawson Financial Services - Houston (TX)

Rebecca Bowling Customer service is spot on.

Mary K Pahmiyer Very Helpful and Always Nice an Friendly

Kimberly Harville I was dreading filing my 2024 taxes because I was certain I was going to owe. I spoke with a few different tax professionals, but none of them gave me much confidence, until I connected with Saige. She took the time to understand my situation, and for the first time, I felt like I was in good hands. Not only did I end up not owing, but she even got me a small refund back. And she did it the right way, no shady shortcuts that risk triggering audits down the line. On top of that, she helped me sort out a previous tax issue where I owed over $12,000 due to circumstances outside of my control. She made a stressful situation feel manageable and took care of everything with professionalism and care. Highly recommend Saige for any and all tax needs. She’s knowledgeable, thorough, and genuinely cares about helping her clients.

Sonya My husband Johnny reopened his account with Kelsie. She was very kind and informative. You can definitely tell she cares about her customers and loves what she does. I definitely would recommend her.

Cynthia Aguilar Do you

Ferryn Lynne I was referred to North Texas Wealth Management by a family friend. John Muse easily explained the options for rolling over my 401k to their office, and made the decision to come to their office easy. Chesley put together my paperwork and had everything done before the time she originally estimated. I was initially nervous about the process, but this office made it simple!

K Lewis Registered and funded an account online since there isnt a branch in my state. Truist closed the account two days later. Contacted customer service to find out why and was told I needed to visit a branch to provide identification. I again explained Im no where near a branch and asked if there was an alternate method to verify ID. To send via email, document upload, etc. The representative stated no, the only way to verify identification is at a branch. When I asked about my funds in the account, she said she didnt see any money. I corrected her immediately and told her "SunTrust" debited the funds because its on my bank statement. Trust purchased SunTrust and clearly hasnt updated the name but the money left my account. Navy Federal also confirmed Truist withdrew the funds. Trust continued to say they didnt receive any funds and they couldnt reopen the accounts. So I filed a fraud dispute with Navy Federal against Truist.