Financial Advising near Bedford, TX

“Ryan Dalton was my loan officer he was very friendly knowledgeable and professional he would bend over backwards to get you the best service necessary I would definitely recommend him to anyone because he knows how to get the job done in any kind of situation good or bad.”

“Since 2010, my wife and I have experienced the incredible value of working with Keener Financial Planning. Jean and her team's approach isn't just about drafting a plan, it's about crafting a strategy that grows and adapts with us. Keener's commitment to aligning with our financial goals, rather than pushing products, has been a key factor in building our trust. The transition from seeking financial planning to entrusting them with managing our investment portfolio was seamless. It's not often you find a financial team that so effectively balances professional acumen with a genuinely personal touch.Recommending Keener Financial Planning comes easily to us. For anyone seeking a financial partner who prioritizes your goals and provides consistent, reliable guidance, KFP is an excellent choice. Their years of dedication to our financial wellbeing have been instrumental in securing our financial future!”

“Very professional service, the team gets it done and is very thorough. I started with my business and now have added my personal and my husbands business. Great company!”

“***UPDATE: Niki reached out to me personally and apologized for any miscommunication that may have occurred. It was nice to know that the reviews are answered and that my concerns were heard. She made me feel confident that the same errors would not occur again and regained my trust in reusing them for my taxes this upcoming year. I look forward to doing business with them again! Thank you Niki and Norma for both reaching out to me.***Unfortunately, I did not have a good experience with doing my taxes here. I was referred by a coworker and when I spoke with Norma I did advise her this was my first time using this company. I was never told how much my refund would be for, I was told I would get direct deposit and I made sure to ask even if not approved for cash advance that I would still get direct deposit and Norma ensured me I would. I got an email today to let me know my tax check was there. I am just really disappointed with the service I received and will NOT be using them for my future taxes.”

“They were basically closed when I went. One person at a time could enter and speak with a representative on a monitor. Unless you have paperwork to drop off, you are wasting time and gas by driving there. Fidelity is awesome though so still gets 5 star rating from me.”

“My wife and I went there today to deal with an issue from their recent transition from their recent merger with TD Ameritrade. We tried contacting Schwab through their 800 number but could not have the issue resolved. We made the drive to this office and the lady at reception quickly and professionally addressed our issue. The poor ratings on this location must be from disgruntled investors. I received stellar service and results at this location. Schwab's trading platform is a definite improvement from TD Ameritrade.”