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Best Financial Advisors in Irving

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Irving, TXIrving, TX

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.

Irving, TXIrving, TX

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

5420 LBJ Fwy, Ste 1300, Dallas, TX 75240
Dallas, TX 75240
  • Certified Financial Planner (CFP)

22 One Advisors is a boutique financial advisory firm serving Irving. Whether clients need assistance with retirement income, insurance, or investments, its team designs flexible financial plans that are adjustable according to clients' shifts in priorities. The financial advisors also provide wealth management assistance, which involves building and monitoring diversified investment portfolios and calculating file returns and taxes. Company co-founder Loren Hsiao, who is a CFP and CLU, was recognized as one of the country's top financial security professionals by Forbes in 2021.

5420 LBJ Fwy, Ste 1300, Dallas, TX 75240
Dallas, TX 75240

Website(972) 663-7270

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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.

Online Profiles:

2 (Better)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

1200 South Main Street, Grapevine, TX 76051
Grapevine, TX 76051
  • Estate Planning
  • Retirement Planning

Since 2010, Box Financial Advisors has been providing guidance and strategical services to the Irving community. It provides financial life planning, investment counseling, and retirement planning. It also assists individuals and families in cash flow and debt management, risk management, education planning, estate planning, and legacy planning. Its financial advisors also provide customized retirement plans with strategies, taking into account certain factors like income, assets, retirement age, saving, and inflation. Box Financial Advisors is a sister company of Box Insurance Agency.

1200 South Main Street, Grapevine, TX 76051
Grapevine, TX 76051

Website(817) 865-1811

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5201 North O'Connor Boulevard, Irving, TX 75039
Irving, TX 75039
  • Insurance Products
  • Retirement Planning

Creating & Managing Wealth, LLC, maintains a location in Irving. The firm offers financial advice and solutions to teachers and employees of nonprofit organizations. It assists clients in retirement planning using an integrative approach. It provides a team of advisors to help clients achieve their financial objectives. President and CEO of the branch Christina Winters focuses on helping women separating from companies, going through a divorce, or moving on from the death of a loved one.

5201 North O'Connor Boulevard, Irving, TX 75039
Irving, TX 75039

Website(972) 831-8866

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1101 South Broadway Street, Carrollton, TX 75006
Carrollton, TX 75006
  • Certified Financial Planner (CFP)

GA Bishop and Associates, LLC, is a financial planning firm that serves individuals, families, and businesses from Irving and the surrounding areas. It focuses on clients transitioning to retirement or divorcing with their partners. Its financial services include financial goal planning, investment analysis and implementation, and insurance review. Founder Glenn Bishop has been named by D Magazine as one of the Best Financial Planners in Dallas. He is a member of The National Association of Personal Financial Advisors.

1101 South Broadway Street, Carrollton, TX 75006
Carrollton, TX 75006

Website(972) 393-3716

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

515 South Carroll Boulevard, Denton, TX 76201
Denton, TX 76201
Instagram
  • Certified Financial Planner (CFP)

Grunden Financial Advisory, Inc., serves individuals and families in Irving and the surrounding areas. It helps people gain financial independence through wealth management. The company's financial advisors serve as clients' personal chief financial officers. Its wealth management process involves creating a personal investment plan. It also offers the Wealth Builder Challenge program, which focuses on important aspects of building wealth. Its founder, Ricky Grunden Sr., has been in the financial industry for around five decades.

515 South Carroll Boulevard, Denton, TX 76201
Denton, TX 76201

InstagramWebsite(940) 591-9007

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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.

Online Profiles:

2 (Better)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

136 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6565 North MacArthur Boulevard, Irving, TX 75039
Irving, TX 75039
  • Retirement Planning

Halcyon Wealth Advisors is an Irving-based financial planning firm serving individuals, families, corporate executives, and business owners. The company's main practice areas are comprehensive personal financial plans, private wealth management services, retirement plan consulting, group health and welfare plans, and executive services for business owners and key employees. Its executive services help businesses retain key employees through supplemental retirement income plans, life insurance benefits, and disability insurance benefits. Owner Lynn Clark has been in the industry for 29 years.

6565 North MacArthur Boulevard, Irving, TX 75039
Irving, TX 75039

Website(972) 444-9944

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

8222 Douglas Ave # 590, Dallas, TX 75225
Dallas, TX 75225
  • Estate Planning
  • Tax Planning

J.K. Financial, Inc., is a wealth management firm catering to the needs of Irving residents. With over 20 years of experience, the firm helps clients attain their financial goals by developing risk-averse wealth-building strategies and creating simple lifestyle plans. Its financial advisors assist with tax planning and historical reviews, conduct insurance analyses, and guide clients in planning for retirement and future legacy. J.K. Financial's founder, John Kvale, is a CFA and CFP with more than 30 years of industry experience.

8222 Douglas Ave # 590, Dallas, TX 75225
Dallas, TX 75225

Website(214) 706-4300

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Colleyville, TX 76034Colleyville, TX 76034

Little & Associates Wealth Management is a financial services firm located in Colleyville. The company offers a combination of customized financial planning and investment management solutions. After each financial plan is implemented, the firm monitors and adjusts it on an ongoing basis. When initial goals have been reached, the firm has clients create new goals to continue growing their assets. The firm also has partnerships with law and CPA firms to help address tax planning strategies, debt management, risk management options, estate planning, and other legal concerns related to finances, giving them a variety of services to clients.

Colleyville, TX 76034Colleyville, TX 76034

Website(817) 494-9000

Show Number
2625 North Josey Lane, Carrollton, TX 75007
Carrollton, TX 75007
  • Certified Financial Planner (CFP)

Matthews Financial Services is the private office of Gregory Matthews, a Certified Financial Planner who has been primarily serving physicians and professionals in Irving and the surrounding areas since 1995. The firm employs a consultative approach in various areas of wealth management, including retirement planning, tax planning, investment management, and debt management. With certification from the National Social Security Advisor, Matthews Financial Services provides its clients Social Security education and aids them in the filing and claiming processes.

2625 North Josey Lane, Carrollton, TX 75007
Carrollton, TX 75007

Website(972) 242-7351

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

122 West John Carpenter Freeway, Irving, TX 75039
Irving, TX 75039
  • Retirement Planning
  • Insurance Products

Northwestern Mutual is a financial advising firm that serves Irving and the neighboring metro areas. It helps clients identify their priorities and financial situation, protecting their wealth through various products, including life and disability insurance, emergency fund, and long-term care planning. It also helps clients settle credit card debts, student loans, and mortgages while progressing on their other financial goals. Additionally, Northwestern Mutual offers assistance regarding wealth management, investment strategies, college savings, and retirement planning.

122 West John Carpenter Freeway, Irving, TX 75039
Irving, TX 75039

Website(972) 518-3034

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

600 East John Carpenter Freeway, Irving, TX 75062
Irving, TX 75062
  • Estate Planning
  • Retirement Planning
  • Insurance Products

Optimal Health is a wealth management firm that has been offering its services in Irving and the neighboring areas for more than 30 years. Its advisors provide assistance regarding investments, retirement planning, education funding, insurance, and estate planning. They also offer career coaching services, providing assistance like resume optimization, ATS scoring, and LinkedIn branding. In addition, Optimal Health's clients are given access to online tools that allow them to track their real-time performance, compare portfolio performance to industry benchmarks, and view their account statements.

600 East John Carpenter Freeway, Irving, TX 75062
Irving, TX 75062

Website(800) 717-1045

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5930 LBJ Freeway Suite 401, Dallas, TX 75240
Dallas, TX 75240
  • Retirement Planning

Optimum Investment Advisors has been providing wealth management solutions to clients in Irving since 1989. It manages individuals' finances by developing and implementing a financial plan. Its process includes assessing clients' current situation, establishing goals, and deciding how to track progress. Its team also guides starting business owners with personal and business financial planning. The independent advisory firm offers life, retirement, and estate planning for assets, marriages, college funds, and childbirths. Its vice chairman and founder, H. Steel Bokhof, offers over 50 years of industry experience.

5930 LBJ Freeway Suite 401, Dallas, TX 75240
Dallas, TX 75240

Website(972) 841-9117

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A

Friendliness: A+

Helpfulness: A+

Detail: A+

2015 E. Lamar Blvd Suite 200, Arlington, TX 76006
Arlington, TX 76006
  • Certified Financial Planner (CFP)

Paladini Financial Management advises clients in Irving on their savings and wealth management options. The firm formulates cash flow plans and income tax strategies with an eye toward higher learning and retirement. It educates individuals on ideal investment products and risk mitigation tactics for preserving personal and business assets. Paladini Financial Management was founded by Matt Paladini in 2006. He was formerly with Ernst & Young in its Personal Financial Counseling/Investment Advisory Services division.

2015 E. Lamar Blvd Suite 200, Arlington, TX 76006
Arlington, TX 76006

Website(817) 704-7788

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Addison, TX 75001Addison, TX 75001

Ray Hodges Financial Group is a Dallas based financial services firm focusing on insurance, wealth management, and retirement strategies. For business owners, the company creates regulation-compliant retirement plans for employees. This includes selecting investments and plan types, educating employees and creating enrollment meetings, helping individual participants plan their retirement, and offering end of the year reviews. The wealth management services include definition of client goals, customized portfolios based on risk tolerance, strategies to generate steady income, retirement savings that last multiple decades, and estate planning strategies. Clients also have access to life insurance policy options from more than 40 life insurance companies.

Addison, TX 75001Addison, TX 75001

Website(214) 810-5881

Show Number
Grapevine, TX 76051Grapevine, TX 76051
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Rigney Financial Services is a financial advisory firm offering general planning, estate planning, and asset management services. The firm has locations in Grapevine, Texas; Hot Springs Village, Arkansas; and Cabot, Arkansas. The general financial plans answer client questions about education tuition savings, retirement income planning, tax strategies, estate planning, and risk management. Asset management involves a customized investment strategy based on each client's investor profile, followed by long term monitoring and adjustments. Clients can choose from 401(k), traditional IRA, Roth IRA, and SEP IRA accounts for retirement. The firm creates solutions to help clients plan for every stage of life.

Grapevine, TX 76051Grapevine, TX 76051

Website(972) 556-9600

Show Number
6363 N State Highway 161, Irving, TX 75038
Irving, TX 75038
  • Retirement Planning

Roshan Ajanee CPA, PC, is a firm that serves business owners and individuals in the Irving metro. The company has been in operation for 25 years. It offers financial advisory services to guide clients in asset preservation as well as retirement and estate planning. It also provides accounting and bookkeeping, tax planning and preparation, IRS problem resolution, and payroll services. It strives to help businesses and people build a foundation for their financial freedom. Its owner, Roshan Ajanee, is a Certified Financial Planner.

6363 N State Highway 161, Irving, TX 75038
Irving, TX 75038

Website(972) 484-0020

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

100 Decker Court Suite 120, Irving, TX 75062
Irving, TX 75062
  • 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
Irving, TX 75062

Website(214) 220-0055

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

3939 Belt Line Road, Addison, TX 75001
Addison, TX 75001
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • 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
Addison, TX 75001

Website(469) 522-4056

Show Number
16475 Dallas Parkway, Addison, TX 75001
Addison, TX 75001
  • Estate Planning
  • Retirement Planning

Springwood Financial Advisors assists clients in putting together plans to reach their financial goals. It guides in various areas of financial planning, including wealth management, tax reduction, insurance, employment benefits, and retirement planning. The company was established in 2004 by Karen Ehmke, a CPA and Personal Financial Specialist. She is part of the BAM Alliance, a network of independent registered investment advisory firms nationwide. Springwood Financial Advisors is based in Addison and extends its services to the surrounding communities, including Irving.

16475 Dallas Parkway, Addison, TX 75001
Addison, TX 75001

Website(972) 386-5444

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

5500 Preston Road, Suite 250, Dallas, TX 75205
Dallas, TX 75205
  • Certified Financial Planner (CFP)

Tolleson Wealth Management is a team of financial planners serving Irving and the surrounding locations. Its team helps clients manage investments, developing strategies based on their risk tolerance and goals. The financial advisors monitor investments and oversee portfolios with a focus on managing tax efficiency and protecting clients' assets. Additionally, they craft charitable giving strategies and offer in-house tax planning and preparation assistance. John Tolleson, the firm's executive chairman, has more than five decades of industry experience.

5500 Preston Road, Suite 250, Dallas, TX 75205
Dallas, TX 75205

Website(214) 252-3250

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Grapevine, TX 76051Grapevine, TX 76051

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 76051Grapevine, TX 76051

Website(817) 488-9462

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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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