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 68 46 14

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

Box Financial Advisors

  • 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

Website

Provident Financial Planning, LLC

  • Certified Financial Planner (CFP)

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.

1560 East Southlake Boulevard
Southlake, TX 76092

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

Wrong city? Here are some nearby places: