Best Financial Advisors in Mesquite

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Mesquite, TX

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.

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
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Price: Free consultation

Atlas Wealth Advisors logo
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Atlas Wealth Advisors

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

Business Description

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.
5.0
Google
5.0 / 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
Brad Weddle The Texas Money Manager logo
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Brad Weddle The Texas Money Manager

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

Business Description

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.
5.0
Facebook
5.0 / 5 (5)
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
Financial & Insurance Services of Texas logo
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Financial & Insurance Services of Texas

18601 Lyndon B Johnson Freeway, Mesquite, TX 75150
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  • Estate Planning
  • Retirement Planning

Business Description

Financial & Insurance Services of Texas is a wealth management firm that serves individuals, families, and businesses from Mesquite and the surrounding areas. It helps clients achieve financial confidence through services such as financial planning, risk management planning, cash flow analysis, and estate conservation. The firm also provides investment advisory services and retirement savings and income strategies. Owner and lead financial advisor Randy Balch has been working in the financial services field for more than 40 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
Facebook
5.0 / 5 (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
Keener Financial Planning logo
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Keener Financial Planning

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

Business Description

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
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
Lee Financial logo
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Lee Financial

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

Business Description

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
LGT Financial Advisors LLC logo
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LGT Financial Advisors LLC

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

Business Description

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.

Maplewood Investments logo
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Maplewood Investments

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

Business Description

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
RGT Wealth Advisors logo
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RGT Wealth Advisors

5950 Sherry Lane, Dallas, TX 75225
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

RGT Wealth Advisors is a privately held financial advisory firm that works with clients from Mesquite and neighboring areas. The company provides wealth advisory services, including investment management and portfolio construction, estate planning and wealth transfer, foundation management and charitable giving, business investment analysis and succession planning, life and disability insurance consulting, and personal budgeting and cash flow. Several of RGT Wealth Advisors' managing directors give back through charitable and community organizations, including Big Brothers Big Sisters International, Park Cities YMCA, and Dallas Summer Musicals.

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)

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
Spectrum Financial Group logo
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Spectrum Financial Group

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Tolleson Wealth Management logo
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Tolleson Wealth Management

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

Business Description

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
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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