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“Jerry Means and his team provide amazing service. He takes the time to explain what he is doing and we feel very involved every step of the way. We are confident in the process and where we are headed.”
“Best Wealth Management is simply an awesome financial planning service! A team of dedicated professionals to help you negotiate the unnerving world of financial planning. Check out this dynamic company that specializes in top notch customer service—where every client is treated like family.”
“Avi and her team are second to none! They’re always helpful and will always go the extra mile for their customers. She has made Great Southern a tremendous part of this community!”
“At first the gentleman I spoke to was very rude but spoke with Kenya and she is amazing at her job and hope more employees follow her lead.
After paying I received an email and read it clearly, this is what it states.
"Upon completion of this settlement arrangement, this account will be considered settled for less than the full account balance."
Nowhere did this appear on the options they gave me it said the agreement will be considered paid and removed from my credit. Now this is predatory as you are not informed that it will be settled for less prior to making payment.
Predatory company and 90% are rude with poor explanation and love ot hang up on you when you are trying to verify information because it doesn't affect their lives.
Great way to help disabled veterans who have trouble understanding! They'll let you sink.
On the phone with a 3rd account manager which will hopefully go better being a disabled veteran and having some personal issues. This manager Paula went above and beyond to help me understand and clarified everything for me and was extremely patient and I am so very thankful for that.”
“I initially chose Charles schwab, because of the consistency of satisfactory ratings on the mobile app. I've since been very pleased with the uniform excellence in customer service. There is a palpable sense of loyalty to customers.”
Financial Advising
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“I very rarely post reviews, but I absolutely had to rave about my experience with PBS! I was referred to Matt by a family friend even though I’m in a different state, let me just say it felt like I was working with someone right down the street! This was my first year filing taxes as a small business and Matt was so patient as I had many questions and very little preparation for tax season. Between him and Laura, they were constantly working around my crazy schedule and made sure I knew exactly what was going on. Before the actual filing, Matt made sure to call and walk me through the entire file, explaining where and how all the numbers came to be. As someone who had immense anxiety heading into this tax season, Matt took it step by step and made it seem not so scary. I will absolutely be coming back year after year to work with them. Thank you SO much!”