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Best Financial Advisors in Carrollton

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2023
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SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

Carrollton, TX
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

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Free booking service | Call 848.Book.Pro!

Expertise.com Concierge Service

Carrollton, TX

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail

Price: Free booking service | Call 848.Book.Pro!

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Beacon Financial Group logo
Visit WebsiteWebsite

Beacon Financial Group

Visit WebsiteWebsite
17300 Preston Road, Dallas, TX 75252
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.5 / 5 (25)
Facebook
5.0 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
GA Bishop and Associates, LLC logo

GA Bishop and Associates, LLC

1101 South Broadway Street, Carrollton, TX 75006
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)
Matthews Financial Services logo

Matthews Financial Services

2625 North Josey Lane, Carrollton, TX 75007
  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Spectrum Financial Group logo
Visit WebsiteWebsite

Spectrum Financial Group

Visit WebsiteWebsite
13455 Noel Road, Dallas, TX 75240
  • Estate Planning
  • Estate and Trust Specialist

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Strategic Estate Planning Services logo

Strategic Estate Planning Services

4425 Plano Parkway, Carrollton, TX 75010
  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • 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 much money do I need to work with a financial advisor?

    There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

  • What does a financial advisor do?

    Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

  • What does a financial coach do?

    Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

  • When should I use a financial advisor vs. doing it myself?

    Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

  • How do I know if my financial advisor is trustworthy?

    Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.