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 70 48 16

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

CFO4Life

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

CFO4Life is a financial advisory company that helps Garland residents manage their financial affairs, much like a personal CFO. The company offers services such as retirement planning, tax preparation and planning, and comprehensive wealth management. Its wealth management services cover retirement and estate planning, cash flow optimization, investment management, and risk management. CFO4Life has a collective professional experience of 150 years. Levi McMellian, the firm's CEO and founding partner, is an Accredited Investment Fiduciary. He serves on Curing Kids Cancer's board of directors.

2221 Lakeside Boulevard
Richardson, TX 75082

Website

Coccarelli Wealth Management, LLC

  • Estate Planning
  • Tax Planning

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

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.

  • Certified Financial Planner (CFP)

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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