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
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
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
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
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
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
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
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
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
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