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Best Financial Advisors in Plano

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Plano, TXPlano, TX

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.

Plano, TXPlano, TX

Website

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: --

130 N. Preston Road, Prosper, TX 75078
Prosper, TX 75078
  • Certified Financial Planner (CFP)

Benold Financial Planning is a local firm catering to individuals and businesses in Plano. It offers financial planning services, including creating and maintaining cash flow budgets. Its process involves consultation, creation of plans with specific action points for different goals, and implementation with varying time frames. The firm also provides debt management, investment management, insurance optimization, and retirement and tax planning solutions. Its founder, Stephen Benold, is a Certified Financial Planner, who was a family physician for 30 years.

130 N. Preston Road, Prosper, TX 75078
Prosper, TX 75078

Website(817) 235-6863

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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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

4420 Waskom Drive, Plano, TX 75024
Plano, TX 75024
  • Certified Financial Planner (CFP)
  • Retirement Planning

Bragg Comer Financial Advisors, LLC, is an independent financial planner serving clients in Plano. It helps individuals and couples who are about to retire in two to three years' time to achieve their financial goals through financial planning and investment management. CEO Bragg Comer has 18 years of experience as an investment advisor and financial planner. In 2008, he decided to become an independent financial advisor. He is a member of the Association of Individual Investors.

4420 Waskom Drive, Plano, TX 75024
Plano, TX 75024

Website(469) 402-2200

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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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (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+

6900 Dallas Parkway, Plano, TX 75024
Plano, TX 75024
  • Estate Planning

Cain Watters & Associates is a team of financial advisors focusing on the needs of dental practices in Plano. It provides business planning and personal financial planning to new dentists. In addition, the firm helps existing dental practitioners transition their business entities to new owners. Other services include wealth management, accounting, and tax service. Cain Watters & Associates has been serving dentists in the local community and across the country since 1984. All of its financial planners are certified public accountants.

6900 Dallas Parkway, Plano, TX 75024
Plano, TX 75024

Website(972) 233-3323

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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:

48 (Best)

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: --

7500 Dallas Parkway, Plano, TX 75024
Plano, TX 75024
  • Estate Planning
  • Retirement Planning

Credent Wealth Management is a team of financial advisors with offices in Plano and Waco. Its planning services cover estates, business succession, and financial goals. The professionals also provide investment management assistance, which involves conducting regular portfolio reviews, executing actionable insights and security transactions, and employing risk management guidelines. The financial planners and advisors at Credent Wealth Management have more than 150 years of collective industry experience. They also serve residents in Michigan and Indiana.

7500 Dallas Parkway, Plano, TX 75024
Plano, TX 75024

Website(214) 696-2323

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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+

1255 West 15th Street Suite 250, Plano, TX 75075
Plano, TX 75075
  • Private Wealth Advisor

Since 1958, Plano-based Cure Financial has been helping clients keep their finances organized and in check. Its advisors develop plans with an emphasis on helping clients manage their wealth through every life stage. They create financial maps for retirement or social security claims. Investment planning for portfolio balancing, tax strategies for minimizing liabilities, and elder care or multi-generational family support are also available. Owner Trey Cure is a financial advisor who earned his CWS designation in 2013.

1255 West 15th Street Suite 250, Plano, TX 75075
Plano, TX 75075

Website(972) 379-2323

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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:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

1400 Preston Road, Plano, TX 75093
Plano, TX 75093
  • Private Wealth Advisor
  • Retirement Planning

DeRamus Wealth Management is an independent financial advisory firm that serves the residents of Plano and the surrounding areas. Its wealth management and investment services include financial planning, investment planning, and retirement planning. It also offers financial services for corporations, executives, and highly compensated employees. Founder and president Lawrence DeRamus has a combined experience of more than 20 years in finance, business, and real estate. He is a member of the Institute of Certified Financial Planners and the Financial Planning Association.

1400 Preston Road, Plano, TX 75093
Plano, TX 75093

Website(972) 235-9090

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5809 Cardigan Drive, Plano, TX 75093
Plano, TX 75093
  • Certified Financial Planner (CFP)
  • Tax Planning

Based in Plano, Domestique Capital is a financial planning firm serving individuals in the metro. It provides wealth management services such as financial planning, tax planning, estate planning, and retirement planning. It also assists clients with investment management, 401(k) plans, and personal insurance products. Damon Gonzalez founded Domestique Capital in 2009 after almost 10 years of experience in the financial services industry. He attained the designation Retirement Income Certified Professional in 2015 and has been a Certified Financial Planner since 2004.

5809 Cardigan Drive, Plano, TX 75093
Plano, TX 75093

Website(888) 521-8707

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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+

1255 West 15th Street, Plano, TX 75075
Plano, TX 75075
  • Retirement Planning

Eagle Wealth Solutions is a wealth management firm that offers securities and investment advisory in Plano. The company specializes in financial planning and addressing wealth management issues such as asset accumulation and investment planning, risk management and insurance planning, retirement planning, and distribution of estates. David Hollands, the proprietor of Eagle Wealth Solutions, has over 25 years of investment and financial planning experience. He is a Certified Financial Planner and a registered representative with Royal Alliance Associates, Inc.

1255 West 15th Street, Plano, TX 75075
Plano, TX 75075

Website(972) 379-2326

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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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Plano, TXPlano, TX

Fulton Financial Planning is an independent Plano firm that provides financial advice and planning on an hourly, as-needed basis. The firm aims to answer client questions and empower them with financial plans they can implement themselves. Their services include investment advice, second opinions, retirement planning, insurance analysis, and college funding strategies. Founder Deidra Fulton became a financial planner after 25 years in the property and casualty insurance industries.

Plano, TXPlano, TX

Website(972) 248-3807

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7200 Dallas Parkway, Plano, TX 75024
Plano, TX 75024
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

GB Financial Services, LLC, is an independent wealth planning firm based in Plano. It works with clients in creating and managing long-term plans through its range of services such as wealth accumulation, estate planning, life planning, retirement planning, and long-term care. The company practices holistic planning and has both a Certified Financial Planner and a life coach on staff to provide support in financial and personal concerns. GB Financial Services is an affiliate of the Commonwealth Financial Network.

7200 Dallas Parkway, Plano, TX 75024
Plano, TX 75024

Website(877) 476-6432

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3400 North Central Expressway, Richardson, TX 75082
Richardson, TX 75082
  • Estate Planning
  • Certified Financial Planner (CFP)

Generational Wealth Advisors comprises a team of financial advisors who work with professionals, business owners, and corporate executives in Plano and the surrounding areas. They provide wealth management solutions using a client-focused approach. Services include portfolio management, financial planning, securities-based lending, estate planning, risk management, and retirement income planning. The firm's Director of Client Development, Gina Aldaz, has been in the financial industry for the last 20 years. She has experience serving executive teams of organizations, including 1013 Communications, Cox Media, and Scripps.

3400 North Central Expressway, Richardson, TX 75082
Richardson, TX 75082

Website(972) 378-1795

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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+

5700 Granite Parkway, Plano, TX 75024
Plano, TX 75024
  • Retirement Planning
  • Tax Planning

With over decades of experience, Heritage Financial Planning is a wealth management firm that serves Plano and nearby areas. The financial advisory group helps clients reach financial objectives such as ensuring retirement income, maximizing wealth transfer, reducing tax burden, establishing charitable legacies, and minimizing the effects of inflation. Heritage Financial Planning consists of advisors with years of financial knowledge and technical expertise. Several of their advisors are FPA members, and Steve, the company's founder, is a NAPFA-registered financial advisor.

5700 Granite Parkway, Plano, TX 75024
Plano, TX 75024

Website(214) 446-2100

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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:

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+

3333 Premier Drive, Plano, TX 75023
Plano, TX 75023
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Insight Wealth Partners is a wealth management and advisory firm that serves high-net-worth individuals, families, and business owners from Plano and the surrounding areas. Its financial planning services include areas such as tax strategies, asset protection, insurance and risk management, education funding, and estate and retirement income planning. Founder and managing member David S. Dryden has been working in the wealth management field for 29 years. He has been quoted in publications such as The Wall Street Journal and Forbes.

3333 Premier Drive, Plano, TX 75023
Plano, TX 75023

Website(972) 543-4800

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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: --

5000 Legacy Drive, Plano, TX 75024
Plano, TX 75024
  • Certified Financial Planner (CFP)

Legacy Consulting Group provides financial life planning services to help Plano clients meet their financial goals. Founded in 1998, the firm has more than 100 years of combined financial, investment, and accounting experience. Clients receive consultation about their life goals, followed by step-by-step plans in achieving the goals with investment and savings plans. Managing Partner Roger Shake is a Certified Financial Planner, Registered Life Planner, and Certified Financial Transitionist. He has over 30 years of financial experience.

5000 Legacy Drive, Plano, TX 75024
Plano, TX 75024

Website(972) 599-4750

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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

12400 Coit Road, Dallas, TX 75251
Dallas, TX 75251
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Level Four Advisory Services provides comprehensive financial advice to individuals, business owners, investors, and organizations in the Plano area. It has retail offices across the United States. The firm offers financial planning, risk and asset management, corporate retirement plans, and business services. Level Four Advisory Services optimizes clients' financial strength through its four levels of client service—organize, create, plan, and communicate. It has more than 18 years of experience in the industry and ranked 12th in Accounting Today's Top Firms by Asset Under Management in 2020.

12400 Coit Road, Dallas, TX 75251
Dallas, TX 75251

Website(866) 834-1040

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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:

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: --

6600 Naaman Forest Blvd., Garland, TX 75044
Garland, TX 75044
  • Estate Planning
  • Retirement Planning
  • Tax Planning

North Texas Wealth Management provides financial advice to Plano clients and those from the surrounding metros. It offers comprehensive planning services for wealth building and optimization, which include asset allocation, risk management, and investment strategies. Its process involves consultations with a financial planner and determining clients' values, assets, and goals through 3-D Assessment, which is accomplished via the company's proprietary software, WealthVision. The firm is led by CEO and CFP Mike Cruz, who is also a Registered Principal of LPL Financial.

6600 Naaman Forest Blvd., Garland, TX 75044
Garland, TX 75044

Website(972) 840-3764

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:

3 (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+

5550 Granite Parkway, Plano, TX 75024
Plano, TX 75024
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Parkway Wealth Management Group is a financial advisory firm that caters to individuals and families in the Plano metro and the surrounding areas. It handles asset, portfolio, and risk management, as well as estate, financial, and retirement planning. T. Ray Baker is a founding partner and a managing director at Parkway Wealth Management Group. He is a Certified Financial Planner with more than 22 years of experience in the industry.

5550 Granite Parkway, Plano, TX 75024
Plano, TX 75024

Website(888) 378-9284

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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:

1 (Good)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

7 (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: --

7800 Preston Road, Plano, TX 75024
Plano, TX 75024
Instagram
  • Certified Financial Planner (CFP)

Pearl Financial Planning LLC is a Plano-based firm that helps professional women and couples achieve their financial goals. It offers full-service investment management and financial planning and a standalone financial plan for clients who need a one-and-done that they can execute on their own. Its financial planning services include retirement planning, employee benefits, and cash flow optimization. Gretchen Behnke, the sole advisor in the firm, has a master's degree in Finance and is a member of several financial planning associations.

7800 Preston Road, Plano, TX 75024
Plano, TX 75024

InstagramWebsite(972) 696-9733

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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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

5700 Granite Parkway, Plano, TX 75024
Plano, TX 75024
Instagram
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Pioneer Wealth Management Group is a team of fiduciary advisors with offices in Austin and Plano. Operating since 2004, the firm has been offering wealth planning services such as retirement planning, portfolio optimization, tax and estate planning, and asset management services. Hourly issue consultation services are also available. For clients seeking long-term competitive financial returns and are concerned with environmental, social, and corporate governance issues, its financial advisors offer Socially Responsible Investments. One of its financial planners, Milad Taghehchian, is a Certified Financial Planner.

5700 Granite Parkway, Plano, TX 75024
Plano, TX 75024

InstagramWebsite(972) 642-1600

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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:

1 (Good)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

12 (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+

5700 Tennyson Parkway, Suite 300, Plano, TX 75024
Plano, TX 75024
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Provident offers risk management solutions to families and individuals in the Plano area and the surrounding locations. It helps clients achieve financial security through its investment management services. The company deals with matters involving ETFs, index and mutual funds, private equity and REITs, and stocks. Its advisors also provide college and estate planning and retirement cash flow management assistance. In addition, they advise clients on their choice of life, health, disability income, and long-term care insurance. Provident's professionals are certified financial planners.

5700 Tennyson Parkway, Suite 300, Plano, TX 75024
Plano, TX 75024

Website

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+

6860 Dallas Parkway, Suite 200, Plano, TX 75024
Plano, TX 75024
  • Estate Planning
  • Certified Financial Planner (CFP)

SchlegelDunn offers monetary counsel to residents of Plano and its neighboring communities. The team produces financial plans that take into account a client's assets, income, liabilities, and goals, across several concerns ranging from education to retirement. It also delivers risk management services to minimize the adverse effects of unforeseen risks like death, disability, or litigation. SchlegelDunn opts to closely guide its clients during every step of a plan’s implementation. The firm is affiliated with the Commonwealth Financial Network.

6860 Dallas Parkway, Suite 200, Plano, TX 75024
Plano, TX 75024

Website(972) 754-2693

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)

Plano, TX 75024Plano, TX 75024

SMFG Wealth Advisors is a wealth management and financial planning group based in Plano. Founded in 1992, the team now has seventeen financial advisors and analysts to help individuals and businesses develop cohesive financial plans. In addition to financial planning, investment management, and wealth management services, SMFG Wealth Advisors also helps individuals with retirement, tax, insurance, estate, education, and charitable planning.

Plano, TX 75024Plano, TX 75024

Website(972) 960-6460

Show Number
Plano, TXPlano, TX

Stowe Financial Planning LLC is a fee-only fiduciary group that aims to help their clients grow, build, manage, and protect assets through various life transitions. They frequently provide retirement, insurance, and estate planning, cash and investment management, and employee benefit analysis services. They have multiple offices in the Dallas Fort Worth area, including Plano, Dallas, Garland, Richardson, and Carrollton.

Plano, TXPlano, TX

Website(972) 733-9959

Show Number
6513 Preston Road Suite 100, Plano, TX 75024
Plano, TX 75024
  • Certified Financial Planner (CFP)

Strategic Financial Planning Inc. is a firm in Plano that specializes in wealth management and holistic financial planning. It helps clients plan out various aspects of their finances, including retirement income and insurance. Its staff can also review and manage a client's will. Strategic Financial Planning has been featured in various media outlets, including The Wall Street Journal and The Dallas Morning News. Its founder, Bryan Lee, is a member of the National Association of Personal Financial Advisors.

6513 Preston Road Suite 100, Plano, TX 75024
Plano, TX 75024

Website(972) 403-1234

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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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

5045 Lorimar Drive, Plano, TX 75093
Plano, TX 75093
  • Tax Planning

The Watchman Group is an independent firm based in Plano offering financial planning and investment services to clients around the country. In addition to providing investment services and portfolio analysis, the firm also helps individuals plan for and manage their retirement with tax, insurance, and estate planning services. Established in 2004, the firm is named in reference to the night watchman who was said to be the protector of the dark streets of Europe in the 17th and 18th centuries.

5045 Lorimar Drive, Plano, TX 75093
Plano, TX 75093

Website(469) 241-0122

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:

4.8 / 5 ( Best)

Total Reviews:

12 (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+

2400 Dallas Parkway, Plano, TX 75093
Plano, TX 75093
  • Estate Planning
  • Retirement Planning

The Willow Bend Group of Wells Fargo Advisors offers wealth management services to clients in and around Plano. Its advisors provide personalized and comprehensive financial roadmaps to help clients achieve their financial goals. Through the company's Envision Process, its advisors are able to track each client's progress towards their goals as well as make adjustments whenever necessary. Some of the services being offered include estate planning, retirement planning, advisory services, and succession and business exit strategies.

2400 Dallas Parkway, Plano, TX 75093
Plano, TX 75093

Website(800) 595-5634

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:

3 (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: --

305 Spring Creek Parkway, Plano, TX 75023
Plano, TX 75023
  • Estate Planning
  • Certified Financial Planner (CFP)

Wealth Star Advisors is a firm headquartered in Plano that has been operating since 2010. Its staff members and partners, who have nearly two centuries of cumulative experience in the industry, provide various advisory services. With their commitment to prioritizing client needs, these professionals offer wealth management, comprehensive financial planning, estate planning, tax planning, and protection planning. They also provide assistance with financial planning software and web-based meeting tools. The associates at Wealth Star Advisors hold CFP, APMA, and CRPC designations.

305 Spring Creek Parkway, Plano, TX 75023
Plano, TX 75023

Website(972) 372-2935

Show Number

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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