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“Ashley answered questions concerning an inheritance. Not only did she give me the info I needed over the phone, she followed up promptly with an e-mail concerning exactly what we discussed for my reference. Thank you again Ashley!”
8:30AM - 5PM
535 Silicon Dr Suite 101, Southlake
Financial Advising
“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!”
“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.”
“There are plenty of CPAs out there but there is not a single one outside of Chandler and Knowles that I would trust for my business. They are on top of every new curveball the IRS throws and they always make sure you are protected with max savings!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“CRAIG MALMUT- this is who you need to contact at Texana Bank!! Excellent service, worked DILIGENTLY to provide any help and/or assistance I needed! Do yourself a favor and ask for CRAIG MALMUT!!!”