Laurels

Best Financial Advisors in Arlington
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 101 67 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Argo Retirement Advisors

Argo Retirement Advisors is a financial advisory company that specializes in retirement planning. Company president, Matt Risenhoover, has almost two decades of financial advisory experience in the Dallas-Fort Worth area. Argo's Grand Prairie office provides clients with investment management through IRA accounts, government securities, and stocks and bonds. Its financial planning services are geared toward retirement and include plans to alleviate tax burdens, 401(k) planning, retirement planning, and estate planning. Additionally, the company provides guidance regarding disability, life, and long-term-care insurance.

Grand Prairie, TX 75050

Website

Green Hill Income Planning

Green Hill Income Planning is a retirement planning firm located in Mansfield, TX that specializes in income planning for professionals and retirees. It also offers wealth management services to grow client assets, along with asset protection and legacy planning strategies. Additionally, Green Hill provides retirees with social security guidance. The company's professionals bring more than two decades of combined experience to the table.

Mansfield, TX 76063

Website

RF Financial Group

RF Financial Group is an estate, retirement, and investment planning practice based in Arlington, TX. Its team of financial professionals helps clients address retirement investing strategies, overall investing principles, issues with estate conservation, and risk management calculations. The company's founding partner and principal, Larry Rose, has been in the financial services industry since 1973. The company provides assistance in college planning, 401(k) planning, and IRA accounts management.

Arlington, TX 76011

Website

Schooler Financial

Schooler Financial is a financial advisory firm located in North Richland Hills, TX. Its founder, Jim Schooler, has been part of the financial services industry since 1991 and has been a chartered financial consultant since 2001. The company provides knowledge, solutions, and products to both businesses and individuals. Its clients receive comprehensive investment management services, distribution planning guidance, and custom-tailored retirement strategies. In addition, clients have insurance options like life insurance, disability income insurance, and long term care insurance from which to choose.

North Richland Hills, TX 76182

Website

Wallace Wealth Management

Wallace Wealth Management is an Arlington-based wealth management company that's served the DFW area for more almost two decades. Its financial advisors provide clients with education about financial management, along with an analysis of market performance data. Each of the firm's clients receives a customized financial program that helps them establish and achieve their goals. Financial programs may involve investment management, estate conservation, insurance products, and retirement strategies.

Arlington, TX 76017

Website

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