Laurels

Best Financial Advisors in Irving
2021

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 67 45 13

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.

Box Financial Advisors LLC

Box Financial Advisors is a financial services firm based in Grapevine. The company offers financial life planning, investment consultation, asset management, alternative investment, retirement planning, and employee financial wellness services. Alternative investments are defined as any direct investments in private placements, businesses, or assets that aren't publicly traded. The employee financial wellness program allows the firm to partner with business owners to educate and advise their entire staff. Financial education seminars occur periodically throughout the year, and business owners receive quarterly reports to view employee retirement plan progress. They take a multifaceted approach to financial wellness.

Grapevine, TX 76051

Website

Flourish Financial Planning

Flourish Financial Planning is a financial advisory firm that offers comprehensive planning and holistic portfolio management services. The company works with local and remote clients. Each financial plan includes an assessment of current assets, plans to grow and build wealth, a lifetime projection of net worth and cash flow, interactive "what if" scenarios, debt strategies, a student loan analysis, insurance analyses, investment plan, employee benefit maximization strategies, estate planning review, and tax planning strategies. Each client receives a comprehensive, customized plan that is goal oriented.

Grapevine, TX 76051

Website

GA Bishop and Associates, LLC

GA Bishop and Associates is a financial planning firm based in Old Downtown Carrollton. The firm serves families and individuals by creating strategic plans to meet goals, helping implement those plans, and offering problem-solving solutions like second opinions and investment recommendations. For businesses, the firm creates retirement plans and strategies to increase overall profitability. They also offer asset protection services. The retirement plans cover plan selection, investment options, sample portfolios, and educational seminars for company employees. They even provide clients with asset protection. The company only charges for services provided based on the initial consultation.

Carrollton, TX 75006

Website

Lake Point Advisory Group Grapevine Office

Lake Point Advisory Group Grapevine Office is a retirement planning firm. The company works closely with other professionals and provides referrals for trust, probate, tax planning, and estate planning services. The firm's retirement services focus on three areas: asset growth, asset protection, and charitable giving. Growth phase includes investment management, annuities, 401(k) guidance, social security optimization strategies, and retirement income strategies. The protection services include life insurance and long term care insurance options, tax-efficient asset allocation strategies, and advanced portfolio planning. The company's main goal with every client is to devise a lasting solution to financial well being.

Grapevine, TX 76051

Website

Little & Associates Wealth Management

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 76034

Website

Matthews Financial Services

Matthews Financial Group is a Carrollton based firm offering financial services to professional individuals. The firm's main areas of expertise are retirement planning, tax planning, investment management, debt management, asset protection, risk management, and estate planning. In addition, the company creates solutions for physicians and provides resources for them to overcome their unique financial challenges. The company's president Gregory Matthews set them apart from other companies. He's a Certified Financial Planner who has worked in the wealth management industry since 1995. He also teaches continuing education classes for attorneys. Additionally, he is an Investment Adviser Representative of Triumph Wealth Advisors.

Carrollton, TX 75007

Website

Provident Financial Planning

Provident Financial Planning is a wealth management firm with offices in Grapevine, Dallas, Houston, and Plano. The company's services cover cash flow, insurance recommendations, investment plans, long-term investment management, tax minimization strategies, legacy planning, and estate planning. Retirees receive income planning strategies to help generate cash, maximize equity compensation, maximize social security benefits, and maximize pension payouts. The insurance options include long term care, life, disability, property, casualty, and health insurance policies. The firm also helps clients select savings accounts to create a risk managing cushion. The company creates personalized plans to help clients meet short and long term goals.

Grapevine, TX 76051

Website

Ray Hodges Financial Group

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.

Rigney Financial Services

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 76051

Website

Snow Financial Group, LLC

Snow Financial Group is a financial services firm in Addison. 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, the firm offers debt reduction programs, referrals to medical insurance brokers, referrals to attorneys, and end-of-life planning services. End-of-life planning covers important documents, financial information, estate distribution planning, wills, medical information, obituary contents, and other important concerns. The company's Women First program is a series of workshops geared toward helping women overcome their unique financial challenges.

Addison, TX 75001

Website

Springwood Financial Advisors

Springwood Financial Advisors is an Addison-based financial planning firm. The firm's philosophy is that all aspects of financial life affect each other, so they should all be managed together. The advisors create customized financial plans that address wealth management, investment strategies to meet goals, retirement planning, tax mitigation planning, education funding, estate planning, wealth transfer strategies, insurance options, and employee benefits maximization. Each plan aims to answer specific questions regarding a client's future goals and current assets. Springwood Financial Advisors is headed by Karen Ehmke, a Certified Public Accountant who founded the firm in 2004.

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

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