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Best Financial Advisors in Mesquite, TX

Our Recommended Top 10

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Mesquite Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

43Reviewed

29Curated

10Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Mesquite, 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
  • Investment Management
  • Retirement Planning
  • Financial Planning

Mesquite, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Mesquite? 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.

2626 Howell Street, Dallas, TX 75204

Why choose this provider?

LGT Financial Advisors LLC caters to individuals and businesses in Mesquite and the surrounding areas. It offers a wide range of services, such as employee benefits, estate and gifts, income tax, and retirement planning. In addition, the firm provides investment management solutions, including analysis and planning, benchmarking, and risk assessment. Scott Gunn, a partner, is a Certified Financial Planner with more than 20 years of experience in the industry. He also holds the Certified Plan Fiduciary Advisor designation.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

3330 North Galloway Avenue, Mesquite, TX 75150

Expertise.com Rating

Review Sources

Facebook
5.0 (8)
Google
4.4 (7)
Yelp
5.0 (1)

Why choose this provider?

Brad Weddle, The Texas Money Manager, provides comprehensive financial planning services in the Mesquite area. Weddle, a Certified Financial Planner, guides clients about investment management, retirement planning, and college planning. He also provides risk management and analysis, estate planning, and tax planning services. Clients may also consult him about life, long-term care, and disability income insurance. Weddle has received several local accolades, including the Readers' Choice Award, Financial Planner category, from the Mesquite News in 2009 and 2010.

  • Certified Financial Planner (CFP)

13455 Noel Road, Dallas, TX 75240

Expertise.com Rating

Review Sources

Facebook
5.0 (11)
Google
5.0 (5)

Why choose this provider?

Spectrum Financial Group is an investment advisory and financial planning company that serves executives and business owners in Mesquite. The team, led by co-CEOs Daniel Lengyel and Patrick Thuecks, has over 200 years of combined experience in the industry. The company provides a range of financial services, such as comprehensive planning, legacy planning, risk management, and investment management. Spectrum Financial Group serves clients in eight locations across Texas and Oklahoma.

  • Estate Planning
  • Retirement Planning
  • Tax Preparation

10000 North Central Expressway, Dallas, TX 75231

Expertise.com Rating

Review Sources

Google
5.0 (12)

Why choose this provider?

Atlas Wealth Advisors is a financial advisory firm that caters to families and individuals in Mesquite and nearby areas. It offers a variety of services, including retirement planning and investment management. Its financial advisors aim to help clients in achieving their goals in both good and bad markets with a long-term approach. The firm also provides tax planning solutions so that clients may avoid missed opportunities and unnecessary taxes. The firm has been featured in CPA Trendlines, NBC, and The Wall Street Journal.

  • Certified Financial Planner (CFP)

8350 North Central Expressway, Dallas, TX 75206

Expertise.com Rating

Why choose this provider?

Lee Financial helps clients in Mesquite manage their finances and pursue their financial goals. It specializes in developing financial plans that include inter-generational wealth transfer strategies, charitable foundation management, personal financial statements, and philanthropic counseling services. It also creates strategies for taxes, education, retirement, insurance, and business. Additionally, it utilizes equities, real estate, taxable bonds, and tax-exempt bonds in its investment management services. Lee Financial also assists clients who want to have alternative investment strategies.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

12222 Merit Drive, Dallas, TX 75251

Expertise.com Rating

Why choose this provider?

Maplewood Investments is an independent brokerage that has been catering to the needs of clients in the Mesquite metro and neighboring communities since 2000. It handles a broad range of financial services using a team-based approach, including personal investment, independent advisor clearing, and tri-party clearing. The team at Maplewood Investments has more than 90 years of collective experience. In addition, it volunteers and donates in various organizations, such as Feed the City and Young Texans Against Cancer.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

2626 Cole Avenue, Dallas, TX 75201

Expertise.com Rating

Review Sources

Yelp
5.0 (3)
Google
5.0 (1)

Why choose this provider?

Keener Financial Planning offers investment advice and financial planning assistance to individuals in the Mesquite area. It provides financial planning services, such as retirement planning, retirement distribution and tax planning, investment analysis and management, and college planning. It also offers advice on long-term care funding, employment benefits, and small business retirement plans. Rachel Songer, a co-owner and financial planner with Keener Financial Planning, has a degree in Personal Financial Planning and is a Certified Financial Planner.

  • Certified Financial Planner (CFP)

5500 Preston Road, Dallas, TX 75205

Expertise.com Rating

Why choose this provider?

Established in 2000, Tolleson Wealth Management is a multi-family office that caters to the financial needs of Mesquite residents. It offers comprehensive services such as financial planning, investment management, wealth management, and private banking. In its ninth consecutive year, the firm's private wealth division ranked 58 out of 607 firms in the Financial Advisor Magazine’s Annual RIA Ranking. Executive chairman John Tolleson was inducted into the Dallas Business Hall of Fame for his long-term contributions to the industry.

  • Certified Financial Planner (CFP)
  • Tax Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
LGT Financial Advisors LLC
2626 Howell Street, Dallas, TX 75204
Brad Weddle The Texas Money Manager
3330 North Galloway Avenue, Mesquite, TX 75150
Spectrum Financial Group
13455 Noel Road, Dallas, TX 75240
Atlas Wealth Advisors
10000 North Central Expressway, Dallas, TX 75231
Lee Financial
8350 North Central Expressway, Dallas, TX 75206
Maplewood Investments
12222 Merit Drive, Dallas, TX 75251
Keener Financial Planning
2626 Cole Avenue, Dallas, TX 75201
Tolleson Wealth Management
5500 Preston Road, Dallas, TX 75205

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.

  • How can you verify the credentials of a financial advisor for estate planning in Mesquite?

    To verify the credentials of a financial advisor for estate planning in Mesquite, you can check the SEC's Investment Adviser Public Disclosure (IAPD) website to see if they are registered as an investment advisor and review the SEC Action Lookup – Individuals (SALI) for any disciplinary actions. Additionally, consult the Financial Industry Regulatory Authority's (FINRA) BrokerCheck to see the advisor's background and disciplinary history. These resources provide valuable information to help you make an informed decision when selecting a financial advisor.

  • What are some practical interview questions to ask when evaluating a financial advisor in Mesquite?

    When interviewing a financial advisor in Mesquite, ask about their ideal client, years of experience, ability to explain concepts, approach to retirement planning projections, and compensation structure. Finding an advisor whose ideal client aligns with your situation, ensuring they have sufficient experience, assessing their communication skills, and considering realistic projections can help you make an informed decision. These questions provide insights into the advisor's expertise and ability to meet your financial goals.

  • What are the key industries for investors to consider in Mesquite?

    In Mesquite, investors may consider key industries, such as manufacturing, retail, commercial, and renewable energy. The manufacturing sector is represented by companies like Canadian Solar, which is planning a manufacturing plant in the city. Mesquite also offers diverse retail options and a thriving commercial sector with office buildings and hotels. The renewable energy industry is growing, as evidenced by solar companies' presence. Investors should conduct thorough research to evaluate investment opportunities in these industries.

  • How much can you expect to pay for a financial advisor's services in Mesquite?

    The annual fee charged by financial advisors in Mesquite is typically around 1% of the assets they manage for you. However, fees can vary significantly, so it's important to ask for their rates and available discounts. Many advisors offer tiered fee structures, where the percentage charged decreases as your assets increase.

  • How can you access affordable housing or mortgage assistance programs in Mesquite?

    To help residents access affordable housing or mortgage assistance programs, the city of Mesquite provides a down payment assistance program funded by HUD. Additionally, the Texas Department of Housing and Community Affairs offers a range of homebuyer programs, while Texas veterans may qualify for the Veterans Land Board Housing Assistance Program. For more information on eligibility and the application process, visit the official websites or contact these organizations directly.

  • 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.