2026
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LicensingUser ReviewsMystery Shopping CallsOur goal is to connect people with the best local professionals. We scored Carrollton financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.
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(5)GA Bishop and Associates, LLC, is a registered investment advisory firm serving Carrollton residents. For individuals, it offers estate plan reviews, income tax plan reviews, insurance reviews, and customized college funding plans. Meanwhile, it provides retirement plan selection recommendations, business entity reviews, and business profitability analyses for small businesses. Founder Glenn Bishop is affiliated with the National Association of Personal Financial Advisors. Furthermore, the company is a member of the Garrett Planning Network, a nationwide network of over 300 independent planning firms.
Matthews Financial Services is an advisory firm in Carrolton that helps families and businesses with financial management-related matters. It comprises a team of financial advisors that offers advice on investment management, tax planning, debt management, retirement planning, and risk management. Additionally, the firm handles estate planning and asset protection. Matthews Financial Services is owned by Gregory Matthews, who has been in the wealth management industry since 1995. He is also an NSSA-certified provider who offers social security business planning services.
The Beacon Financial Group serves Carrollton clients needing advice with their finances and investments. It has a team of specialists, financial planners, and advisors who are trained in providing wealth management, financial planning, and custom retirement planning solutions. They help clients through personalized planning, development, strategy, and implementation of methods towards the achievement of financial goals. Stephen Engro, whose investment career started in 1986, established Beacon Financial Group in 1995. Engro is regularly invited to TD Ameritrade's Elite Advisor Conference.
(7)Spectrum Financial Group offers investment advisory and management and retirement planning services to the Carrollton community. Its team of financial advisors and professionals works on legacy planning, risk management, and business solutions to help clients achieve their financial goals. Spectrum Financial Group outlines its services in various action plans including identification of financial goals, creating savings and investment plans, uncovering strategies to reduce taxes, and planning to eliminate debts. It strives to educate and equip clients towards financial security.
(8)Strategic Estate Planning Services is an independent financial advisory firm that helps individuals and families achieve their financial goals through various strategies and insurance products. It caters to clients in Carrollton and the surrounding areas. Its services include wealth management, estate planning, and IRA legacy planning. It also offers retirement income and asset protection strategies. Founder and CEO Mark Pruitt has been in the financial services industry since 1999. Moreover, the firm has been awarded Advisor of the Year by the Senior Market Advisor magazine.
A financial advisor helps you work out all facets of your finances, including retirement and tax planning, investment, debt, and risk management, and asset protection. Your Carrollton financial advisor also helps you prepare for the future handling of your assets by coordinating your financial plan with your estate plan. Financial advisors can work with your trusted tax preparer, CPA, and estate attorney, and are great sources of referrals if you are looking for other financial professionals.
Fee-only financial advisors in Carrollton eliminate the problem of conflicts of interest as they do not take commissions on the products and services they recommend to you. They are not influenced by relationships with third-party providers and are focused on providing recommendations aligned with your financial goals. In short, you only pay them a set fee for the services they render.
You don't need to be rich or have a stable career to work with a financial advisor. Financial planning is recommended for any life stage, but it is recommended that you start working on establishing a financial foundation early on, as time is a key factor in wealth building. Some financial matters you can work on with a Carrollton financial advisor include college planning student debt repayment, retirement planning, investment allocation, and savings goals.
Under the Internal Revenue Code Section 212, expenses for investment and tax advice can be deducted from your taxes. You need to opt for itemized deductions and declare the financial advisor fees under Schedule A in the miscellaneous section. Speak with your Carrollton financial advisor to know more ways to minimize your taxes.
Financial advising for Carrollton businesses involves business valuation, tax optimization, and succession planning. These processes help the client understand their business’s worth and how it can impact their personal finances and ways it can be used as an asset. Financial advisors guide businesses in making tax-efficient transactions, as well as plan the necessary finances for transitions or the business owner's exit.
