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Best Financial Advisors in Garland

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Atlas Wealth Advisors logo

Atlas Wealth Advisors

10000 North Central Expressway, Dallas, TX 75231
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  • Certified Financial Planner (CFP)

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.

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Blue Chip logo

Blue Chip

2435 North Central Expressway, Richardson, TX 75080
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  • Certified Financial Planner (CFP)

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.

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Brad Weddle logo

Brad Weddle

3330 North Galloway Avenue, Mesquite, TX 75150
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  • Estate Planning
  • Certified Financial Planner (CFP)

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.

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CFO4Life logo

CFO4Life

2221 Lakeside Boulevard, Richardson, TX 75082
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

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Coccarelli Wealth Management, LLC logo

Coccarelli Wealth Management, LLC

Richardson, TX 75081
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  • 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.

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Financial & Insurance Services of Texas logo

Financial & Insurance Services of Texas

18601 LBJ Freeway, Suite 140, Mesquite, TX 75150
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  • Estate Planning
  • Certified Financial Planner (CFP)

Financial & Insurance Services of Texas has been serving the Garland community since the mid-1980s. It caters to individuals, families, and businesses, providing financial planning, investment advisory, education funding, and cash flow analysis. These solutions guide clients in achieving financial security by evaluating their current monetary situation and establishing their objectives and goals. The company provides retirement savings and income strategies, charitable giving, and estate distribution. It also offers insurance products, including disability income, long-term care, and life coverage.

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Five Star Partners logo

Five Star Partners

100 North Central Expressway, Richardson, TX 75080
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  • Certified Financial Planner (CFP)
  • Tax Planning

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.

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Fulfer & Associates, Inc. logo

Fulfer & Associates, Inc.

331 North 5th Street, Garland, TX 75040
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  • Certified Financial Planner (CFP)
  • Tax Planning

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.

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Gmac Family Financial logo

Gmac Family Financial

Rowlett, TX 75088
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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.

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Heritage Financial Planning logo

Heritage Financial Planning

10440 North Central Expressway, Dallas, TX 75231
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  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning

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.

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North Texas Wealth Management logo

North Texas Wealth Management

6600 Naaman Forest Boulevard, Garland, TX 75044
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  • Certified Financial Planner (CFP)

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."

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Ricker Retirement Specialists logo

Ricker Retirement Specialists

Garland, TX 75044
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

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Shea & McMurdie Financial logo

Shea & McMurdie Financial

2435 North Central Expressway, Richardson, TX 75080
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

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.

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Smith Dunn & Co logo

Smith Dunn & Co

Rowlett, TX 75088
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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.

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Spectrum Financial Group logo

Spectrum Financial Group

13455 Noel Road, Dallas, TX 75240
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  • Retirement Planning

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.

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Tannery logo

Tannery

740 E. Campbell Rd. Suite 120, Richardson, TX 75081
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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.

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Texas Seniors Financial Services, Inc. logo

Texas Seniors Financial Services, Inc.

Garland, TX 75043
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  • 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.

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WD&W Financial logo

WD&W Financial

2600 N Central Expy #575, Richardson, TX 75080
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  • Private Wealth Advisor
  • Tax Planning

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.

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Wright Insurance & Retirement Services logo

Wright Insurance & Retirement Services

Richardson, TX 75080
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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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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