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Best Financial Advisors in McKinney

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Guideline Capital Management logo

Guideline Capital Management

7651 Eldorado Parkway, McKinney, TX 75070
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  • Retirement Planning

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.

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John Harman, CPA PLLC logo

John Harman, CPA PLLC

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

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.

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Legacy Financial Advisors logo

Legacy Financial Advisors

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

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.

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Legacy Planning Group logo

Legacy Planning Group

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

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.

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Wheat Givens Financial logo

Wheat Givens Financial

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

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.

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Yield Financial Advisors logo

Yield Financial Advisors

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

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.

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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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