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Laurels

Best Financial Advisors in Carrollton
2021

We scored 36 Financial Advisors in Carrollton, TX and Picked the Top 6

Here are the Picks:

Beacon Financial Group

GA Bishop and Associates, LLC

Gardner Wallace

Matthews Financial Services

Spectrum Financial Group

Strategic Estate Planning Services

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Carrollton 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 36 24 6

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

Beacon Financial Group

  • 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.

Click to Call

17300 Preston Road
Dallas, TX 75252

Website

(972) 726-9888 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

4.4 / 5 (Better)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: percentage of asset

GA Bishop and Associates, LLC

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

1101 South Broadway Street
Carrollton, TX 75006

Website

(972) 393-3716 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Gardner Wallace

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

Gardner Wallace is a wealth management firm that serves individuals, families, and businesses from Carrollton and the surrounding areas. It helps clients attain their financial goals through services such as cash flow planning and management, tax planning and management, and estate planning. It also provides wealth management and risk management services. Partner Andrew Gardner has been working in the financial services industry for more than a decade. He is a recipient of the Women’s Choice Award and the Texas Monthly Five Star award.

Click to Call

14135 Midway Road
Farmers Branch, TX 75244

Website

(972) 833-2565 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: percentage of asset

Matthews Financial Services

  • 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.

Click to Call

2625 North Josey Lane
Carrollton, TX 75007

Website

(972) 242-7351 Website

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Spectrum Financial Group

  • 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.

Click to Call

13455 Noel Road
Dallas, TX 75240

Website Instagram

(972) 246-1800 Website

Reputation:A+

More Info

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

17 (Better)

Score Consistency:

Consistent (Best)

Strategic Estate Planning Services

  • 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.

Click to Call

4425 Plano Parkway
Carrollton, TX 75010

Website

(800) 381-8870 Website

Reputation:A

More Info

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Complimentary consultation

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