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Best Financial Advisors in Allen

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Gibson Wealth Advisors

700 Central Expressway S, Ste 400, Allen, TX 75013
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  • Retirement Planning
  • Investment Management
  • Financial Planning

Business Description

Gibson Wealth Advisors is a fiduciary firm serving the Allen metro. It assists entrepreneurs and professionals, pre-retirees and retirees, and high-net-worth individuals to prepare for college funding, retirement, and major purchases. Its team provides comprehensive financial planning and wealth management, social security maximization, trust services, retirement strategies, and investment planning to its customers. Exchange-Traded Funds are used in the portfolios. Gibson Wealth Advisors is a member of Ed Slott's Elite IRA Advisor Group and a Registered Investment Adviser.

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5.0 / 5 (1)

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Gibson Wealth Advisors

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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