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Best Financial Advisors in Garland

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Garland, TX
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Garland, TX

Why choose this provider?

Need help contacting a Financial Advisor in Garland? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.2 / 5 (5)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

License Verified:

License: 4277415

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
13455 Noel Road, Dallas, TX 75240
  • Retirement Planning

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (14)
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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."

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 1538345

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (21)
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much is the average rate for Garland financial advisors?

    Some financial advisors charge a flat fee ranging from $7,500 to $55,000. Additionally, they may charge a portion of the assets under management. The average annual salary for financial advisors in Garland is $59,381, while their salary usually ranges from $51,349 to $68,608. These rates may vary depending on various factors, such as certifications, education, additional skills, and years of experience.

  • How do you find a financial advisor in Garland?

    You can find financial advisors in Garland by asking friends, family, and colleagues for recommendations. You can also search for financial advisors online through directory websites. Additionally, you can find financial advisors through the National Association of Personal Financial Advisors. It is advisable to look for advisors with specialties and experience in the industry.

  • What is the difference between wealth managers and financial advisors in Garland?

    The main difference between financial advisors and wealth managers is the forms of wealth they manage and the clients they deal with. Financial advisors generally provide financial advice to individuals. On the other hand, wealth managers are financial advisors who assist clients with high net worth. Although they both help clients with financial planning, you may choose a wealth manager if you need comprehensive management of your finances.

  • Are financial advisor fees negotiable in Garland?

    The financial advisor fees in Garland can be negotiable depending on how the financial advisor or the firm structures its fees. Financial advisors may charge a combination of commissions, hourly or fixed fees, performance-based fees, and percentage of assets under management. You may also lower financial advisory-related costs by hiring a fee-based advisor instead of a commission-based one.

  • What matters do financial advisors in Garland deal with?

    In Garland, financial advisors help clients deal with matters like retirement planning, budgeting, investment management, and tax planning. They also help determine strategies to optimize your investment returns and minimize the risks. Additionally, financial advisors educate clients on the best practices in money management to help them make informed financial decisions.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.