Edward Jones - Financial Advisor: Bill Fruit, ChFC®|CEPA® - Allen (TX)

Yadira Garcia I have been using Carter Financial Services for the past two years, and I plan to continue using them. Their customer service is exceptional! The staff is not only very knowledgeable but also genuinely cares about their clients. They are always willing to help with any questions I have, no matter how big or small. What I appreciate most is their proactive approach; they keep me informed about tax changes and strategies that could benefit my situation. The entire experience has been stress-free, and I feel confident knowing my finances are in good hands. If you’re looking for reliable, professional tax services, Carter Financial is the one you should hire. I highly recommend them!"

Adriana Morales Great service! Miss Olga Cassio was extremely helpful and kind.

Sherry Snowden Everyone was absolutely wonderful. The front office staff, Leslie, my hygienist, Dr. Oliva, all top notch. Each and every person I interacted with took the time to answer my questions and give me detailed information. I get somewhat anxious at the dentist and everyone was extremely patient and kind and made me as comfortable as possible. Im so glad I found Goliad Dental!

Kass Martinez Very nice staff. Have been with them for a while and no complaints!

Jennifer Simons Always friendly and efficient service in person, on the app, and by phone.

Maria Ward I appreciate the service that I was offered in the time of need. Rosa is a very kind and sweet manager.

Rocio Gonzalez Great customer service

David DeLuca My Husband & I met with Coleen to get some guidance on our business after running into some complicated matters recently. Coleen is very knowledgable & easily answered all of our questions with great clarity without skipping a beat. We were slightly taken aback by the level of information she gave as we have not previously been provided with that amount of communication. Since we are a pretty straight forward services business, she was able to guide us on how to proceed forward in addition to putting a plan of action together for future tax matters so that they may be done correctly & efficiently. We have been blown away with the level of service we have received so far & very much look forward to blossoming a professional relationship with this company to ensure our businesses finances are properly cared for.