Expertise.com

Best Financial Advisors in McKinney

Laurels
2023
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Expertise.com Concierge Service logo
FEATURED
Free booking service!

Expertise.com Concierge Service

McKinney, TX

Business Description

Need help contacting a Financial Advisor in McKinney? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service!

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

McKinney, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Guideline Capital Management logo
Visit WebsiteWebsite

Guideline Capital Management

Visit WebsiteWebsite
7651 Eldorado Parkway, McKinney, TX 75070
  • Retirement Planning

Business Description

Guideline Capital Management is a registered investment advisory firm that delivers wealth management strategies to clients in McKinney and its neighboring metros. It offers financial planning, asset protection and estate planning, retirement income strategies, insurance, and risk management. Additionally, it provides access to market-based and alternative investments, exchange-traded funds, mutual funds, bonds, and equities. It also handles business and personal tax plans. The company's founder, Jeffrey Reddick, has over 20 years of experience in the financial industry.

Reputation:

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.
4.0
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
John Harman, CPA PLLC logo
Visit WebsiteWebsite

John Harman, CPA PLLC

Visit WebsiteWebsite
1402 South Custer Road, McKinney, TX 75070
  • Retirement Planning
  • Tax Planning

Business Description

John Harman, CPA PLLC is a McKinney-based financial advisor and accountant. The firm's financial services division, Harman Rogowski & Associates, handles retirement and estate planning, insurance and annuities consulting, tax and investment advising, and education funding. It was featured in The Wall Street Journal, Fortune Magazine, and Texas Monthly. Managing partner John Harman has been serving the metro for more than 33 years. He and his team also provide business advising, bookkeeping, and payroll services.

Reputation:

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.
4.0
Google
4.0 / 5 (166)
Yelp
4.0 / 5 (17)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legacy Financial Advisors logo
Visit WebsiteWebsite

Legacy Financial Advisors

Visit WebsiteWebsite
8951 Collin McKinney Parkway, McKinney, TX 75070
  • Retirement Planning

Business Description

Legacy Financial Advisors serves the McKinney metro and the neighboring areas. Its customized financial planning services involve evaluating a client’s financial situation and implementing strategies that fit their needs and goals. The firm offers investment management services and develops risk protection solutions through products such as annuities, income protection, long-term care, life insurance, and business transition planning. Financial planner and partner Natasha Verbsky started in the industry as a financial advisor in 1999. She is a registered representative of Cetera Advisor Networks LLC.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Legacy Planning Group logo
Visit WebsiteWebsite

Legacy Planning Group

Visit WebsiteWebsite
119 West Virginia Street, McKinney, TX 75069
  • Certified Financial Planner (CFP)

Business Description

Legacy Planning Group has been offering financial advice to clients in the McKinney area and surrounding communities since 1998. Its advisors provide various services, such as estate planning, retirement planning, asset protection planning, and Social Security guidance. The firm customizes each financial plan to help clients achieve their personal goals and needs. Legacy Planning Group's founder, Patrick J. Cloutier, has been working in the financial industry since 1987. He was previously a board member for Volunteer McKinney, serving as chair for two years.

Reputation:

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.
5.0
Google
5.0 / 5 (1)
Wheat Givens Financial logo
Visit WebsiteWebsite

Wheat Givens Financial

Visit WebsiteWebsite
8751 Collin McKinney Parkway, McKinney, TX 75070
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Business Description

Wheat Givens Financial serves residents in McKinney and its neighboring areas. The firm's approach to financial planning includes evaluating clients' current financial information, clarifying their financial goals, and establishing regular consultations to ensure they are following the set plan. It also offers investment services and risk planning for clients who want to supplement their financial plans. In addition to personal finance concerns, the firm also helps small business owners who want to offer investment plans to their employees.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Yield Financial Advisors logo
Visit WebsiteWebsite

Yield Financial Advisors

Visit WebsiteWebsite
3900 South Stonebridge Drive, McKinney, TX 75070
  • Estate Planning
  • Retirement Planning

Business Description

Yield Financial Advisors offers comprehensive financial planning to the residents of McKinney, and around the country. The firm assists clients in analyzing their budgets and cash flows, helps individuals make financial plans, and performs investment management and legacy planning all in line with clients' goals and their vision. Its portfolio management process begins with a clients’ risk assessment, helping them understand what risks are, and where they fit on the scale of conservative to aggressive. Clients and small business owners also receive guidance on tax strategies. Additionally, We assist people in preparing for a Secure Tomorrow.

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail