hero image
Laurels

Best Financial Advisors in Garland
2019

We Looked at 67 Financial Advisors serving Garland and Picked the Top 13

financial-advisors.jpg

Find Your Financial Advisor Match

No obligation | No cost

loaded
Duplicate email address
Invalid
Thank you!

Your form has been submitted and an advisor in your area will be in contact with you shortly.

Here are the Picks:

Why These Financial Advisors?

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

Reviewed Curated Top Picks 67 45 13

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

loaded
Invalid
Thank you!

Your form has been submitted and an advisor in your area will be in contact with you shortly.

cover image of Blue Chip Financial, Inc.  financial-advisors/1.jpg

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

cover image of CFO4Life  financial-advisors/2.jpg

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

cover image of Coccarelli Wealth Management, LLC  financial-advisors/3.jpg

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

cover image of Five Star Partners  financial-advisors/4.jpg

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

cover image of Fresh Start Advisors  financial-advisors/1.jpg

Fresh Start Advisors

Fresh Start Advisors offers professional financial consulting for single people and seniors in the Sachse community. It's a Registered Investment Advisory firm that provides independent advice and investment options. The firm's financial services include budgeting, monthly spreadsheet creation, and estate planning. In addition, the company reviews many different aspects of a client's financial life, including their bill pay system, life insurance policy, medical bills, annual taxes, investments, trusts, wills, and long term care policies. Clients can receive a tax reduction review to help implement tax-efficient financial strategies. The company specializes in helping divorcees and recently-widowed clients as well.

Sachse, TX 75048

Website

cover image of Gmac Family Financial  financial-advisors/2.jpg

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.

cover image of Nestegg Wealth Advisors  financial-advisors/3.jpg

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.

cover image of Ricker Retirement Specialists  financial-advisors/4.jpg

Ricker Retirement Specialists

Ricker Retirement Specialists is an independent investment and financial planning firm focusing on retirement. The company has served pre-retirees in the Garland and Frisco areas since 1968. The planning services cover estate planning, insurance planning, retirement income planning, Social Security planning, tax planning, and wealth distribution planning. The investment management strategies involve asset allocation to a network of investments. For business owners, the firm offers evaluations of early-buyout packages, employer pension distribution planning, employee stock option plans, and employee stock purchase plans. Typical clients are older than 55 and plan to retire in less than a decade.

Garland, TX 75044

Website

cover image of RLBrown Financial  financial-advisors/1.jpg

RLBrown Financial

RLBrown Financial is a Richardson-based financial services firm offering long-term planning and investment management. The financial plans cover retirement planning, estate planning, portfolio longevity projections, college tuition savings, insurance needs, business planning, long term care insurance options, and financing for large purchases and sales. Clients can also have their investment portfolios diversified and managed on an ongoing basis. The company CEO, Richard Brown, has been a CPA for over four decades and has been a registered LPL Financial representative since 2009. Operations manager Grant Brown is a Certified Financial Planner who has been in the financial services industry since 2008.

Richardson, TX 75081

Website

cover image of Shea & McMurdie Financial  financial-advisors/2.jpg

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

cover image of Smith Dunn & Co  financial-advisors/3.jpg

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.

cover image of Texas Seniors Financial Services, Inc.  financial-advisors/4.jpg

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

cover image of Wright Insurance & Retirement Services  financial-advisors/1.jpg

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

bottom hero image

Find Your Financial Advisor Match

No obligation | No cost

loaded
Duplicate email address
Invalid
Thank you!

Your form has been submitted and an advisor in your area will be in contact with you shortly.

Reach you financial potential. Get started now.

expertise

Here's what you'll get:

  • In-person meeting with pre-screened advisor
  • Review of current investments
  • Expert financial insight
  • Confidential service

Find Your Financial Advisor Match

No obligation | No cost

loaded
Duplicate email address
Invalid
Thank you!

Your form has been submitted and an advisor in your area will be in contact with you shortly.

Wrong city? Here are some nearby places: