Keystone Financial Services - Dallas (TX)

Sandra Ayala Tom Hofferber helped my husband and I navigate how to best prepare for my husband’s retirement. We have used his services on two different occasions and were pleased with how helpful he was. He is quick to respond to any questions. We would not hesitate to recommend him.

Joli Birchfield I had the pleasure of working with Virgil this tax season, and I couldn’t be more impressed with his professionalism and expertise. From start to finish, he made the entire process seamless and stress-free. Virgil took the time to explain everything in detail, ensuring I understood my options and made the best decisions for my financial situation. His attention to detail was exceptional, and it was clear that he genuinely cares about getting things right. I felt confident that my taxes were in capable hands, and I appreciated his responsiveness and timely communication throughout. If youre looking for a knowledgeable, reliable, and trustworthy tax professional, I highly recommend Virgil. He truly went above and beyond to deliver excellent service, and I will definitely be returning next year!

John Gottula We invested with Dave Miller for years. He stewarded the retirement accounts well, growing the assets above market, and created a plan that allowed an earlier retirement than expected. On a personal level, hes a nice guy, super honest, easy to work with and never talks down. Highly recommend.

Nicole Carnahan My husband and I got a loan through Security Finance and we couldn’t be more happier with their service. Each time we have had any contact with Tabatha or anyone else in the office the experience was always pleasant. The ladies are always so kind and friendly to speak to. Thank you Security Finance!

Hannah McGowan Leslie has been awesome to work with and has helped me with every issue I have had.

Paola Cisneros Great customer service Efrain was very helpful explained and answered all my concerns. Definitely recommend.

Lesly Yvette Great customer service..