Laurels

Best Financial Advisors in Garland
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Garland 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 65 43 11

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

Blue Chip Financial, Inc.

Blue Chip Financial, Inc. is a Richardson financial services firm that provides investment management, financial goals planning, and qualified retirement plans. Their investment management services include income strategies, asset allocation, and periodic reviews. The firm creates portfolios using educational IRA, Roth IRA, traditional IRA, and tax-managed accounts. A number of qualified retirement plans are available to choose from, plus the option of early retirement planning. Clients receive customized plans to meet typical financial goals like college tuition funding, estate planning, and retirement planning. Founder Charles Manthey is a Certified Financial Planner who founded the company in 1992.

Richardson, TX 75080

Website

CFO4Life

CFO4Life is a wealth management firm that serves business owners, corporate executives, and wealthy families. The firm's wealth management services include cash flow planning, retirement planning, estate planning, investment management, and risk management through insurance options. It also offers tax preparation and planning services from advisers with over five decades of combined CPA experience. For small business and corporation owners, the firm helps create retirement plans and employee benefits packages. Also available are company transition of ownership consulting services and employee retention strategies. CFO4Life has offices in Richardson, Colleyville, and Coppell.

Richardson, TX 75082

Website

Coccarelli Wealth Management, LLC

Coccarelli Wealth Management, LLC is a financial services firm with nearly three decades of experience serving business owners, families, and individuals in the Richardson area. The firm's main services are income planning, retirement planning, 401(k) and IRA rollovers, estate planning, tax planning, asset protection, and long-term care insurance options. Business owners can also receive corporate seminars to educate their employees about financial wellness. Company founder Tony Coccarelli created this independent firm after two decades of experience in another financial services company. He is a Chartered Retirement Planning Counselor and a member of the National Ethics Association.

Richardson, TX 75081

Website

Five Star Partners

Five Star Partners is a Richardson financial services firm that offers insurance options, manages investments, and helps with taxes. Insurance includes disability income, life, and long term care policies. The firm's financial services cover retirement plans, 401(k) planning, 403(b) planning, money purchase plans, estate plans, college plans, profit sharing plans, and tax plans. Clients have access to a large network of investment options, including stocks, bonds, multiple different IRAs, treasury bills, treasury notes, government securities, brokerage accounts, and variable annuities. Co-founder John Sweeden has been in the financial services industry since 1987.

Richardson, TX 75080

Website

Gmac Family Financial

Gmac Family Financial is a Rowlett-based financial services firm. It provides college tuition planning, financial planning, retirement planning, credit and debt management, budgeting, and life insurance options. Community members can also attend the company's financial literacy workshops, which cover a wide range of areas like tax-free retirement strategies, education savings, estate planning, credit and debt education, and how to budget. There's also a financial management workshop for women that's formatted to help them meet their unique financial needs.

Rowlett, TX 75088

Website

Nestegg Wealth Advisors

Nestegg Wealth Advisors is a financial planning firm that specifically serves pre-retirees and retirees in the Rowlett area. The company's services include income planning, retirement planning, wealth management, investment management, and Social Security maximization strategies. It also offers resources and strategies to help educate women about how to plan for their financial futures. The firm's president, Rick Lucas, has been in the investment advisory industry since 2002. He has experience advising teachers, government employees, business owners, and retirees from Fortune 500 companies. In addition, he has undergone training for Advanced IRA Distribution.

Rowlett, TX 75088

Website

Shea & McMurdie Financial

Shea & McMurdie Financial is a team of financial consultants located in Richardson. It offers assistance with estate transfers, investment advice, education tuition planning, tax planning, retirement planning, and risk management. The tax strategies aim to find tax-efficient ways to distribute a client's income and allocate their assets. Financial advisor William Shea has been a Certified Financial Planner since 2008. Prior to that, he had two decades of experience with the insurance and financial advisory industries. Certified Financial Planner Greg McMurdie received his Business Management degree in 1973 and currently teaches business and finance classes.

Richardson, TX 75080

Website

Smith Dunn & Co

Smith Dunn & Co is a Rowlett-based firm that offers wealth management and financial services, business services, tax services, and QuickBooks consulting services. Its advisers can set up QuickBooks for businesses and offer tips and solutions. Tax services include everything from tax preparation to tax planning to tax problem solutions. The firm also offers IRS audit representation and help filing bankruptcy. The business services include bookkeeping for small businesses, payroll management, part-time CFO work, bank financing, cash flow management, business valuations, business planning strategies, succession planning, new business entity formation, and solutions for nonprofits.

Rowlett, TX 75088

Website

Texas Seniors Financial Services, Inc.

Texas Seniors Financial Services, Inc. is a Garland-based firm focusing on financial and insurance services. The financial services include annuities, asset protection, charitable giving strategies, estate planning, 401(k) and IRA rollovers, lifetime income planning, retirement income planning, and advice on safe money options. Clients receive an evaluation of their insurance needs and analysis of current insurance policies. They have access to health insurance, life insurance, long term care insurance, and Medicare supplemental insurance policies. Company president Jerry Neel has been a licensed insurance agent since 1980 and has more than four decades of experience in the insurance industry.

Garland, TX 75043

Website

Wright Insurance & Retirement Services

Wright Insurance & Retirement Services is an independent financial advisory firm that has served the Richardson community since 1985. Its financial services include estate planning, retirement planning, and money management. Businesses have access to key-man coverage options and buy-sell agreement options. For individuals, offerings include disability income, long term care, Medicaid, Medicare, and life insurance policies. The firm also offers a variety of group benefits plans. Clients receive investment advice and tailored portfolios that draw from annuities, mutual funds, stocks, bonds, long term care insurance, real estate investment trusts, brokerage accounts, retirement plans, business insurance investments, and employee benefits.

Richardson, TX 75080

Website

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