Laurels

Best Financial Advisors in Irving
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Irving 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 69 47 15

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

Provident Financial Planning, LLC

  • Certified Financial Planner (CFP)

Provident Financial Planning, LLC, is a company that serves clients in Irving. It assists them by acting as fiduciaries in different investment areas, working to maximize social security and pension options, minimize investment taxes, and acquire protection through disability income, life, and long-term care insurance. It also helps its clients define their goals by year brackets, which can involve financial and retirement plans. True to its name—Provident—the company is committed to securing its customers' future.

1560 East Southlake Boulevard
Southlake, TX 76092

Website

snideradvisors.com

  • Certified Financial Planner (CFP)

Snider Advisors is a boutique wealth management firm that has been offering financial, retirement, and investment planning services to clients in Irving since 2002. It guides clients using industry-standard strategies and trading software focused on helping them achieve their financial objectives. CEO and co-owner Jesse Anderson is a Chartered Financial Analyst who holds memberships to the CFA Institute and Financial Planning Association. Anderson started in the company in 2005 as an advisor, eventually reaching CEO in 2016.

100 Decker Court Suite 120
Irving, TX 75062

Website

Snow Financial Group

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

Snow Financial Group is a financial services firm that caters to clients in and around Irving. The company helps clients identify what services and products can help them meet their financial goals, creating long-term plans that address their concerns. In addition, it offers debt reduction programs, referrals to medical insurance brokers, referrals to attorneys, and end-of-life planning assistance. The company has a Women First program, a series of workshops geared toward helping women overcome their unique financial challenges.

3939 Belt Line Road
Addison, TX 75001

Website

Win Financial Services

Win Financial Group is a financial services firm located in Grapevine. The company manages client wealth and creates long term financial plans based on client goals. Typical services include formulaic investing, ongoing review of investment portfolios, independent portfolio analyses, estate distribution reviews, life insurance reviews, social security tax analyses, financial reviews of estate planning documents, long-term care analysis and recommendations, pension maximization analyses, risk exposure analyses, legacy enhancement reviews, and minimum distribution payout schedules for IRA accounts. Clients benefit from a company headed by a CEO with more than 40 years of experience.

Grapevine, TX 76051

Website