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Best Financial Advisors in Mesquite

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Mesquite, TX

Why choose this provider?

Need help contacting a Financial Advisor in Mesquite? 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 | Call 848.Book.Pro!

Website
10000 North Central Expressway, Dallas, TX 75231
  • Certified Financial Planner (CFP)

Why choose this provider?

Atlas Wealth Advisors is a financial advisory firm that caters to families and individuals in Mesquite and nearby areas. It offers a variety of services, including retirement planning and investment management. Its financial advisors aim to help clients in achieving their goals in both good and bad markets with a long-term approach. The firm also provides tax planning solutions so that clients may avoid missed opportunities and unnecessary taxes. The firm has been featured in CPA Trendlines, NBC, and The Wall Street Journal.

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.
4.6
Google
5.0 / 5 (12)

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

Website
2626 Howell Street, Dallas, TX 75204
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

LGT Financial Advisors LLC caters to individuals and businesses in Mesquite and the surrounding areas. It offers a wide range of services, such as employee benefits, estate and gifts, income tax, and retirement planning. In addition, the firm provides investment management solutions, including analysis and planning, benchmarking, and risk assessment. Scott Gunn, a partner, is a Certified Financial Planner with more than 20 years of experience in the industry. He also holds the Certified Plan Fiduciary Advisor designation.

Website
3330 North Galloway Avenue, Mesquite, TX 75150
  • Certified Financial Planner (CFP)

Why choose this provider?

Brad Weddle, The Texas Money Manager, provides comprehensive financial planning services in the Mesquite area. Weddle, a Certified Financial Planner, guides clients about investment management, retirement planning, and college planning. He also provides risk management and analysis, estate planning, and tax planning services. Clients may also consult him about life, long-term care, and disability income insurance. Weddle has received several local accolades, including the Readers' Choice Award, Financial Planner category, from the Mesquite News in 2009 and 2010.

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.
4.7
Facebook
5.0 / 5 (8)
Google
4.4 / 5 (7)
Yelp
5.0 / 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

Website
12222 Merit Drive, Dallas, TX 75251
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Maplewood Investments is an independent brokerage that has been catering to the needs of clients in the Mesquite metro and neighboring communities since 2000. It handles a broad range of financial services using a team-based approach, including personal investment, independent advisor clearing, and tri-party clearing. The team at Maplewood Investments has more than 90 years of collective experience. In addition, it volunteers and donates in various organizations, such as Feed the City and Young Texans Against Cancer.

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

Website
2626 Cole Avenue, Dallas, TX 75201
  • Certified Financial Planner (CFP)

Why choose this provider?

Keener Financial Planning offers investment advice and financial planning assistance to individuals in the Mesquite area. It provides financial planning services, such as retirement planning, retirement distribution and tax planning, investment analysis and management, and college planning. It also offers advice on long-term care funding, employment benefits, and small business retirement plans. Rachel Songer, a co-owner and financial planner with Keener Financial Planning, has a degree in Personal Financial Planning and is a Certified Financial Planner.

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
Yelp
5.0 / 5 (3)
Google
5.0 / 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

Website
5500 Preston Road, Dallas, TX 75205
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Established in 2000, Tolleson Wealth Management is a multi-family office that caters to the financial needs of Mesquite residents. It offers comprehensive services such as financial planning, investment management, wealth management, and private banking. In its ninth consecutive year, the firm's private wealth division ranked 58 out of 607 firms in the Financial Advisor Magazine’s Annual RIA Ranking. Executive chairman John Tolleson was inducted into the Dallas Business Hall of Fame for his long-term contributions to the industry.

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

Website
13455 Noel Road, Dallas, TX 75240
  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Spectrum Financial Group is an investment advisory and financial planning company that serves executives and business owners in Mesquite. The team, led by co-CEOs Daniel Lengyel and Patrick Thuecks, has over 200 years of combined experience in the industry. The company provides a range of financial services, such as comprehensive planning, legacy planning, risk management, and investment management. Spectrum Financial Group serves clients in eight locations across Texas and Oklahoma.

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
Facebook
5.0 / 5 (11)
Google
5.0 / 5 (5)

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
8350 North Central Expressway, Dallas, TX 75206
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

Lee Financial helps clients in Mesquite manage their finances and pursue their financial goals. It specializes in developing financial plans that include inter-generational wealth transfer strategies, charitable foundation management, personal financial statements, and philanthropic counseling services. It also creates strategies for taxes, education, retirement, insurance, and business. Additionally, it utilizes equities, real estate, taxable bonds, and tax-exempt bonds in its investment management services. Lee Financial also assists clients who want to have alternative investment strategies.

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.
4.8

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How can you verify the credentials of a financial advisor for estate planning in Mesquite?

    To verify the credentials of a financial advisor for estate planning in Mesquite, you can check the SEC's Investment Adviser Public Disclosure (IAPD) website to see if they are registered as an investment advisor and review the SEC Action Lookup – Individuals (SALI) for any disciplinary actions. Additionally, consult the Financial Industry Regulatory Authority's (FINRA) BrokerCheck to see the advisor's background and disciplinary history. These resources provide valuable information to help you make an informed decision when selecting a financial advisor.

  • What are some practical interview questions to ask when evaluating a financial advisor in Mesquite?

    When interviewing a financial advisor in Mesquite, ask about their ideal client, years of experience, ability to explain concepts, approach to retirement planning projections, and compensation structure. Finding an advisor whose ideal client aligns with your situation, ensuring they have sufficient experience, assessing their communication skills, and considering realistic projections can help you make an informed decision. These questions provide insights into the advisor's expertise and ability to meet your financial goals.

  • What are the key industries for investors to consider in Mesquite?

    In Mesquite, investors may consider key industries, such as manufacturing, retail, commercial, and renewable energy. The manufacturing sector is represented by companies like Canadian Solar, which is planning a manufacturing plant in the city. Mesquite also offers diverse retail options and a thriving commercial sector with office buildings and hotels. The renewable energy industry is growing, as evidenced by solar companies' presence. Investors should conduct thorough research to evaluate investment opportunities in these industries.

  • How much can you expect to pay for a financial advisor's services in Mesquite?

    The annual fee charged by financial advisors in Mesquite is typically around 1% of the assets they manage for you. However, fees can vary significantly, so it's important to ask for their rates and available discounts. Many advisors offer tiered fee structures, where the percentage charged decreases as your assets increase.

  • How can you access affordable housing or mortgage assistance programs in Mesquite?

    To help residents access affordable housing or mortgage assistance programs, the city of Mesquite provides a down payment assistance program funded by HUD. Additionally, the Texas Department of Housing and Community Affairs offers a range of homebuyer programs, while Texas veterans may qualify for the Veterans Land Board Housing Assistance Program. For more information on eligibility and the application process, visit the official websites or contact these organizations directly.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.