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Best Financial Advisors in Lewisville

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Lewisville, TXLewisville, 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.

Lewisville, TXLewisville, 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: --

2601 Network Boulevard, Suite 400, Frisco, TX 75034
Frisco, TX 75034
  • Business Formation

Exencial Wealth Advisors is a company serving the Lewisville area. Since its inception in 2003, the firm has provided clients with financial advice and services. Its team of CPAs, CFPs, CIMAs, and CFAs helps customers reach their financial goals by drafting a financial plan that includes retirement planning and debt and cash flow management. Investment management and tax and estate planning are the other services provided by the firm. In 2020, it bought Willingdon Wealth Management, bringing its total assets under management to $3.2 billion.

2601 Network Boulevard, Suite 400, Frisco, TX 75034
Frisco, TX 75034

Website(972) 985-7162

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:

7 (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 S. Broadway, Suite 200, Carrollton, TX 75006
Carrollton, TX 75006
  • Retirement Planning
  • Financial Planning

GA Bishop and Associates, LLC, serves clients in Lewisville and the neighboring communities. It provides financial advice and coaching to clients from different backgrounds. Its services that focus on individuals and families include strategic and implementation planning and problem-solving. It offers businesses services such as retirement planning and asset protection. It also evaluates companies' profitability. Glenn Bishop, CFP, is the founder of GA Bishop and Associates, LLC. In 2009, Bishop was acknowledged by D Magazine as one of the best advisors in Dallas.

1101 S. Broadway, Suite 200, Carrollton, TX 75006
Carrollton, TX 75006

Website(972) 393-3716

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:

4 (Good)

Score Consistency:

Consistent (Best)

Flower Mound, TXFlower Mound, TXInstagram
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Kinetix Financial Planning handles the needs of individuals, professionals, business owners, and independent contractors in Lewisville and the surrounding areas. The firm focuses on various financial solutions, including those relating to tax planning, cash flow planning, investments, and retirement planning. Its services include estate planning and risk management. Travis Gatzemeier, the founder of the company, is a Certified Financial Planner who believes that money is an instrument that can open the optionality of life.

Flower Mound, TXFlower Mound, TX

InstagramWebsite(940) 220-9904

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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)

1300 Summit Ave. #600, Fort Worth, TX 76102
Fort Worth, TX 76102
Instagram
  • Retirement Planning

Retirement Planners of America serves pre-retirees and retirees throughout Lewisville and the surrounding areas, including North Dallas and Austin. The business provides a wide range of services, such as wills and trusts drafting, income tax planning, investment management, Medicare and long-term care planning, and financial and retirement planning. Its team of financial advisors also performs customized retirement plan analyses to help clients maximize their Social Security retirement benefits. Retirement Planners of America has been featured in Forbes, The Wall Street Journal, and USA Today.

1300 Summit Ave. #600, Fort Worth, TX 76102
Fort Worth, TX 76102

InstagramWebsite(817) 717-8200

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:

45 (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+

4425 Plano Pkwy., #101, Carrollton, TX 75010
Carrollton, TX 75010
  • Retirement Planning

Strategic Estate Planning Services is an independent financial services firm serving the Lewisville community. It helps individuals obtain financial independence by offering various strategies, such as retirement income, wealth management, and asset protection. In addition, the company provides college planning services and Medicare supplement insurance products. Its founder and CEO, Mark Pruitt, has been in the financial services industry since 1999. He was named the Advisor of the Year by Senior Market Advisor in 2012.

4425 Plano Pkwy., #101, Carrollton, TX 75010
Carrollton, TX 75010

Website(800) 381-8870

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)

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+

2591 Dallas Pkwy Ste 505, Frisco, TX 75034
Frisco, TX 75034
  • Certified Financial Planner (CFP)

The Noble Group serves different types of clients in Lewisville metro, including individuals who build wealth for future endeavors, business owners with longer-term multigenerational goals, and families who are preserving their assets. The company offers retirement planning services, such as investment recommendations, investment policy statement development, and provider reviews. Its team of financial advisors also handles wealth management services. CEO Tom Noble is an Accredited Investment Fiduciary who has been working in the financial industry for more than 30 years.

2591 Dallas Pkwy Ste 505, Frisco, TX 75034
Frisco, TX 75034

Website(469) 635-8500

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)

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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