Edward Jones - Financial Advisor: Jim Stark Jr, CFP®|CEPA®|AAMS®|CRPS™ - Marble Falls (TX)

Barbara Jones I received excellent, fast reliable service when Stephen did my taxes this year. I received a larger tax refund than I have ever gotten before because he looked for all of the deductions that can legally use. I will use their services in the coming years for my tax preparation. I recommend this Tax Service to everyone!

Gabriela Cisneros-Hamadneh As first-time clients seeking financial advice, we had a great experience working with Dominic Dougherty. Over the course of three meetings, he demonstrated strong attention to detail and took the time to ask thoughtful questions, and simplified financial concepts for us. Dominic ensuring the financial plan was tailored to our current needs and priorities. He also provided a clear list of recommendations and action steps, which made it easy for us to understand and move forward with confidence. We appreciated his personalized approach and clear communication throughout the process. Highly recommended.

Marcus Young The Rosenthals have been our financial advisors for more than 30 years in both a pre and post-retirement capacity. The Rosenthal team (Beacon Pointe – Ft Worth) has done a superb job planning and managing our retirement assets. Their advice and counsel has always been thorough, consistent and strategically sound. Their approach has allowed our assets to grow even with fluctuations in the market. Through the years we have been impressed with their professional employees; from the friendly voice who answer the phone, to the client service support staff, to the financial advisors. The employees’ knowledge level, commitment to excellence and proactive approach, teamed with the resources of Beacon Pointe, make them truly unique. We highly recommend the financial advisors of the Beacon Pointe – Ft Worth office for your financial planning needs.

Alan Strong Neal has been my financial advisor for over 25 years. He always had my best interest in mind. We meet once a quarter or more if needed. My annual returns have been outstanding and I’m well on my way to retirement. I can’t wait to see all the creative solutions that he brings to me as I close in on my retirement. I know he will be there for me throughout that process. I have referred Neal to many friends and family members and they have as well. I highly recommend Neal and his team.

eric wright Update - 12/31/24 - i am moving this from 1 star to 3 stars - The issue got resolved. It was a lengthy and painful process but they ultimately did the right thing - If you have a rough transaction, be prepared to jump through hoops, but it seems they will do the right thing. ordered an item from BBQgrills.com - we are in week 16 and I still have not received the item. I am financing this through Bread Financial and have made 4 payments so far. I opened a case with them 3 weeks ago and they told me it could take up to 90 days to resolve with the vendor. I have canceled the order with the vendor and shared 20+ days of emails showing BBQgrills is not being responsive. Bread says that this will take another 80+ days to resolve, and at that point i would have been paying on an item i do not have for over 6 months. This is ridiculous. I think they are scammers that are involved with the vendor in stealing peoples money. - UPDATE - Bread responded in a comment - below in a cut and paste response - I am leaving this review to let people know that you are in fact not willing to help, I have called you guys multiple times with no resolution except to wait for another 80 days. You do not care about helping, just in taking peoples money.

audie lipka Always professional and helpful!!

L R My experience with Grant Miller, CPA, has been excellent! He handled my personal and business taxes with much professionalism and promptness. Highly recommend.