Grand Oak Financial - Richmond (TX)

Melissa Gebhard Great experience. Sebastian was very helpful. The process was painless and easy. They helped me find the right car for me. Kristen worked diligently to find great financing and Ted was very courteous. My Jeep is so sick! Can’t wait to trick it out. Cecil Atkisson’s people can help me do that too! Awesome service.

Dennis Mikhail Had my taxes done here a couple years ago, and then got audited 2 years later because they filed our taxes improperly. Being tax experts I would expect them to let us know hey this is not the way to do this or actually doing it the right way and then on top of that charging us $300 which was a discounted price to file our taxes with no audit protection according to them even though I remember them telling us that there was audit protection. Now my spouse and I owe $14,000 to the IRS and theyre of course not liable for anything like any other crooked business that doesnt want to do what they get paid to do. I understand if we have a debt we have a debt that is our responsibility but the reason to go to a tax expert is to make sure this type of thing doesnt happen. Otherwise we would have just done this ourselves or went to h&r block which would have charged a quarter of that price and had audit protection. I would stay away from these people if you want to make sure you dont have any legal repercussions with the IRS.

mita fumakiya Highly recommend

Deward Timothy Ive had several financial advisors ove the years, most who tried to get me to make changes that would benifit them, not me. Then, a few years ago, I started working with Justin who was helping me with my wifes IRA. What a breath of fresh air. His advice is straight forward and to the point. Ive never felt he was looking out for himself rather than me. Ive since moved much of my investment money into his care. Good job Justin.

danny Tomlinson Gary is excellent at what he does. He is able to provide advice and direct people in the direction best for their situation.

Barry Herrmann He also raised his voice at me and told me that he gets upset when someone messes with his money. Ask if I wanted to terminate the meeting and he would spread the paperwork.

Sal Valenzuela JNell is so friendly and she makes us feel so at home, relaxed and comfortable, she knows what she is doing and explains everything to us, she is one smart lady and as long as she is there we will continue to have her do our taxes