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Best Financial Advisors in Carrollton, TX

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our 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.

37Reviewed

25Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Carrollton, TX
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Carrollton, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Carrollton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

1101 South Broadway Street, Carrollton, TX 75006

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)
  • Retirement Planning

17300 Preston Road, Dallas, TX 75252

Expertise.com Rating

Review Sources

Facebook
5.0 (34)
Google
4.4 (25)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

13455 Noel Road, Dallas, TX 75240

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

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.

  • Estate Planning
  • Estate and Trust Specialist

2625 North Josey Lane, Carrollton, TX 75007

Expertise.com Rating

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

4425 Plano Parkway, Carrollton, TX 75010

Expertise.com Rating

Review Sources

Google
5.0 (6)

Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Carrollton, TXFree Consultation
GA Bishop and Associates, LLC
1101 South Broadway Street, Carrollton, TX 75006
Beacon Financial Group
17300 Preston Road, Dallas, TX 75252
Spectrum Financial Group
13455 Noel Road, Dallas, TX 75240
Matthews Financial Services
2625 North Josey Lane, Carrollton, TX 75007
Strategic Estate Planning Services
4425 Plano Parkway, Carrollton, TX 75010

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What services does a Carrollton financial advisor provide?

    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.

  • What does a fee-only financial planner mean in Carrollton?

    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.

  • Do you need to be rich or have a stable career to work with a financial advisor in Carrollton?

    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.

  • Are fees paid to financial advisors tax deductible in Carrollton?

    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.

  • How can financial advisors benefit businesses and business owners in Carrollton?

    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.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.