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“Jennifer Sicking your CPA services were exceptional! Your attention to detail, prompt responses, and in-depth knowledge not only streamlined the process but also provided me with confidence in the financial aspects of my business. I've appreciated your professionalism and expertise for over 18 years. The KHA team is top notch.”
“Working with Tory and his team at Efinity mortgage was truly a breeze. They did such an amazing job at getting the grunt work done so that we didn’t have to worry about anything and could enjoy the home buying experience. My husband and I would recommend Efinity a thousand times over and we will continue to use them in the future.”
“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!”
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.”
Financial Advising
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Financial Advising
Financial Advising
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Financial Advising
“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.”