Best Financial Advisors in Mesquite

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

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.

10000 North Central Expressway, Dallas, TX 75231
Dallas, TX 75231

Website(214) 247-6509

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:

16 (Better)

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+

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

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.

3330 North Galloway Avenue, Mesquite, TX 75150
Mesquite, TX 75150

Website(877) 575-2723

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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:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (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+

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

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.

18601 Lyndon B Johnson Freeway, Mesquite, TX 75150
Mesquite, TX 75150

Website(972) 279-1147

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:

8 (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+

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

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.

2626 Cole Avenue, Dallas, TX 75201
Dallas, TX 75201

Website(817) 993-0401

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:

4 (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+

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

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.

8350 North Central Expressway, Dallas, TX 75206
Dallas, TX 75206

Website(972) 960-1001

Show Number

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+

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

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.

2626 Howell Street, Dallas, TX 75204
Dallas, TX 75204

Website(214) 461-1500

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

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.

12222 Merit Drive, Dallas, TX 75251
Dallas, TX 75251

Website(214) 739-5677

Show Number

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+

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

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.

5950 Sherry Lane, Dallas, TX 75225
Dallas, TX 75225

Website(214) 360-7000

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)

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

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

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.

13455 Noel Road, Dallas, TX 75240
Dallas, TX 75240

InstagramWebsite(972) 246-1800

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:

16 (Better)

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: --

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

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.

5500 Preston Road, Dallas, TX 75205
Dallas, TX 75205

Website(214) 252-3250

Show Number

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+

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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