Best Financial Advisors in Garland

Atlas Wealth Advisors is a financial advisory firm that assists families and individuals in Garland. It offers a variety of services, including investment management and retirement planning. Its financial advisors aim to help clients create estate plans to protect their assets from unnecessary risks and make decisions around Social Security and Medicare. Additionally, it provides tax planning solutions so clients may avoid missed opportunities and unnecessary taxes. The staff members at the firm are Certified Financial Planners and Certified Investment Management Analysts.

Blue Chip is a wealth management firm that serves clients in Garland. It offers a wide range of products and services that include solo 401(k), investment management, retirement planning, and financial goals planning. The firm also provides additional services that include asset allocation, investment management review, and SEP plans. Charles Manthey established Bluechip Financial Planning in 1992. He began his career as a financial advisor with Merrill Lynch in 1987, where he specialized in tax-advantaged investments and retirement planning.

Brad Weddle is a Certified Financial Planner who serves clients in Garland. He offers a complete lineup of financial and wealth management services, including financial planning, fixed and variable annuities, mutual fund benefits, and insurance services. Brad has been a financial consultant for 28 years. He previously worked for Edward Jones Investments as a financial advisor. He continues to assist his clients in understanding their financial objectives and risk tolerances in order to develop a financial plan to help them accomplish their financial objectives.

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.

Five Star Partners is a firm that assists in improving the financial aspect of clients residing in Garland and nearby areas. Its financial advisors offer guidance using a hands-on approach. They help address estate conservation issues, investing principles and strategies, retirement investment and distribution strategies, and risk management analysis. Investment products available are common stock, educational and traditional IRA, bonds, and government securities. Co-founder John Sweeden has a background in mergers and acquisitions and business valuation. He is a FINRA and SIPC member.

Fulfer & Associates, Inc. is a CPA and financial services company that has been helping individuals and businesses in Garland and the surrounding communities for more than 51 years. Its financial advisors have over 100 years of combined industry experience and provide various services, including investment management, insurance, and accounting. In addition, Fulfer & Associates, Inc. helps clients evaluate their finances and plan accordingly to prepare for early retirement, college, and to have something to leave to their family members when they are gone.

Heritage Financial Planning offers its services to individuals and business owners in Garland and the surrounding areas. The firm provides a range of solutions to clients to help them achieve their financial goals in various areas, including retirement, charity, and college funding. Its advisors also offer insurance needs analysis to help determine the best products that would be beneficial to their clients. Founder Steve Blankenship is a certified financial planning professional. Before starting the firm, he worked for companies like Ernst & Young and Arthur Andersen.

Since 1968, North Texas Wealth Management has been providing services to clients in Garland. It offers customized financial plans to help individuals reach their short- and long-term financial goals. These plans include wealth optimizers that provide distribution management, tax-efficiency consulting, portfolio rebalancing, and wealth strategy. The company also assists clients in tax planning, insurance services, and educational funding. Its CEO, Mike Crews, has been working in the firm since 2003. Crews is also the author of "Saturday Everyday: 9 Simple Steps to Live Your Best Financial Life."

Shea & McMurdie Financial offers assistance with estate transfers, investment advice, education tuition planning, tax planning, retirement planning, and risk management. Financial advisor William Shea has been a Certified Financial Planner since 2008. Prior to that, he had two decades of experience in the insurance and financial advisory industries. Greg McMurdie, also a Certified Financial Planner, received his Business Management degree in 1973 and currently teaches business and finance classes. The firm serves Garland and the neighboring areas.

Spectrum Financial Group comprises financial advisors with more than 200 years of combined industry experience, serving individuals, families, and business owners in Garland and the nearby areas. The firm offers a wide range of services, including comprehensive planning, risk management, investment management, and legacy planning. Business solutions are also available for clients who wish to provide long-term protection for their businesses, such as retaining and attracting key employees. Spectrum Financial Group is actively involved in community projects such as helping domestic violence victims.

Tannery provides financial advisory services that help clients in Garland achieve their financial objectives, including tax planning and compliance, accounting, and wealth management. Founder Michael Tannery serves as the principal advisor with more than two decades of industry experience. His firm has adopted an investment philosophy that combines industry experience, identification of investments that have disruptive effects on the industry, and clients' individual needs and goals. As a Certified Divorce Financial Analyst, Tanner also helps women negotiate fair settlements in a divorce.

WD&W Financial is a wealth planning company that has been providing its services to individuals, families, and businesses in Garland and nearby cities for more than 50 years. The firm works to deliver personal, goal-driven financial strategies based on clients' budgets and needs. Its team of advisors offers various services to assist clients in determining and securing their financial goals—including tax planning, estate planning, and risk management for individual clients; and plan designs, employee education, and investment platforms for corporate clients.