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Best Financial Advisors in Carrollton

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Beacon Financial Group logo

Beacon Financial Group

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

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.

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GA Bishop and Associates, LLC logo

GA Bishop and Associates, LLC

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

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.

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Matthews Financial Services logo

Matthews Financial Services

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

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.

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Spectrum Financial Group logo

Spectrum Financial Group

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

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.

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Strategic Estate Planning Services logo

Strategic Estate Planning Services

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

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: 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.

Q: What experience should I look for in a financial advisor?

A:  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.

Q: Can my financial planner help with taxes?

A: 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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