Edward Jones - Financial Advisor: Dale A Boothman, CFP® - Ingram (TX)

Sara Heald April leads an organized and skillful office to help with your financial planning needs. She constantly educates herself and team to understand the most up to date best practices in the world of financial planning. Would recommend.

Allan Goldberg The staff was very helpful. Aimee helped me with a few items that really were not her job. She saved me having to drive to Denton. Thank you, thank you, thank you.

Michael Hodge When I ran into an unexpected tax issue, my dad recommended Mr. Holdredge, as he has worked with him years back (and my grandfather had even been a client, unbeknownst to me). He was kind, straightforward, and efficient. The next year, he retired, and Steve Shaddox became my CPA for tax preparation. Steve and the rest of his team run a very professional, organized, yet approachable firm. They charge reasonable fees considering the depth of knowledge of business, accounting, and tax laws. I appreciate their work and would gladly recommend them if you are needing a CPA for tax preparation.

None Good