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Best Financial Advisors in Wichita Falls

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Wichita Falls, TXWichita Falls, 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.

Wichita Falls, TXWichita Falls, 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: --

2629 Plaza Parkway Suite A-2, Witchita Falls, TX 76308
Witchita Falls, TX 76308
  • Certified Financial Planner (CFP)

Brooks Financial Services is an independently owned financial consulting firm serving Wichita Falls. It assists clients in developing plans that help them achieve their financial goals, such preparing for retirement, by recommending investment strategies. It offers a wide selection of options, including bonds, brokerage accounts, common stocks, government securities, IRAs, and treasury bills. Other products include disability, life, and long-term care insurance. Its services range from 401(k) and 403(b), college, estate, retirement, to tax planning.

2629 Plaza Parkway Suite A-2, Witchita Falls, TX 76308
Witchita Falls, TX 76308

Website(940) 691-6669

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+

3508 McNiel Ave. Suite A, Wichita Falls, TX 76308
Wichita Falls, TX 76308
  • Estate Planning
  • Certified Financial Planner (CFP)

Cornerstone Wealth Management Group aims to help clients achieve their financial goals and objectives through its broad range of financial solutions. Serving clients in Wichita Falls and the surrounding communities, the firm's professionals develop customized financial programs and strategies that suit clients' visions and needs. They offer Medicare planning, investment management, comprehensive financial planning, and insurance purchasing. Founder Kenneth Worley is a full-service LPL Financial Advisor who has been a Certified Financial Planner since 2009.

3508 McNiel Ave. Suite A, Wichita Falls, TX 76308
Wichita Falls, TX 76308

Website(940) 687-0700

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+

2405 Kell Blvd. #200, Wichita Falls, TX 76308
Wichita Falls, TX 76308
  • Financial Planning

Crossvine offers financial advice to individuals, families, and businesses from its offices in Wichita Falls, Frisco, and Fort Worth. Its services include investment management, asset allocation and rebalancing, retirement forecasting, risk management integration, social security or Medicare planning, and estate planning and document reviewing. One of its advisors, Brian Blair, is a Certified Financial Planner, a Retirement Income Certified Professional, and a Chartered Life Underwriter. He graduated magna cum laude with a degree in Business Administration and Finance.

2405 Kell Blvd. #200, Wichita Falls, TX 76308
Wichita Falls, TX 76308

Website(940) 767-0303

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+

710 Lamar St Ste 101, Wichita Falls, TX 76301
Wichita Falls, TX 76301
  • Estate Planning
  • Retirement Planning
  • Financial Planning

Debi Walters is a financial representative who caters to Wichita Falls clients for Northwestern Mutual Investment Services. Her team's approach involves the identification of goals, the development of a personalized plan, the implementation of strategies, and the review of the established plan. They expound on options and offer expert advice for priority-based decisions. From financial, educational, and business planning to investments and insurance, Walters utilizes her experience as a Chartered Life Underwriter and Chartered Financial Consultant to help clients meet their goals.

710 Lamar St Ste 101, Wichita Falls, TX 76301
Wichita Falls, TX 76301

Website(940) 723-1282

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+

901 Indiana, Suite 450, Wichita Falls, TX 76301
Wichita Falls, TX 76301
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Herbert R. Smith & Company is an investment advisory firm that has been serving clients in Wichita Falls since 1970. Its financial advisors provide financial planning and investment management services to families and individuals. It designs investment strategies and offers retirement and estate planning services based on clients' needs and goals. The company president, Gloria Bohannon, is a certified retirement specialist with over 30 years of experience working in a fiduciary capacity for foundations, institutions, trusts, and individuals.

901 Indiana, Suite 450, Wichita Falls, TX 76301
Wichita Falls, TX 76301

Website(940) 723-5565

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+

624 Indiana Ave, Wichita Falls, TX 76301
Wichita Falls, TX 76301
  • Estate Planning

MWH Group is a full-service accounting firm offering financial planning solutions to individuals and businesses in Wichita Falls. Its team advises customers on financial and retirement matters, which cover planning taxes, estates, trusts, and gifts. It also provides consulting services for various industries with unique accounting and tax needs, such as construction companies, oil and gas corporations, banks, and government bodies. With roots dating back to 1958, MWH Group has emerged from previous partnerships and professional corporations.

624 Indiana Ave, Wichita Falls, TX 76301
Wichita Falls, TX 76301

Website(940) 723-1471

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:

17 (Better)

Score Consistency:

Consistent (Best)

10000 N. Central Expressway Suite 1326, Dallas, TX 75231
Dallas, TX 75231
  • Certified Financial Planner (CFP)

Ozanne Financial serves the financial planning needs of families, individuals, businesses, and institutions in Wichita Falls and the neighboring communities. Founded in 1950, the company aims to help clients attain their long-term financial goals through its broad range of financial planning services. This includes retirement income planning, investment management, business succession and exit strategy planning, and estate planning. Ozanne Financial Services is staffed by a team of industry professionals such as Certified Financial Planners, Chartered Financial Analysts, and Accredited Estate Planners.

10000 N. Central Expressway Suite 1326, Dallas, TX 75231
Dallas, TX 75231

Website(214) 891-8131

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: --

4245 Kemp Blvd., Suite 1007, Wichita Falls, TX 76308
Wichita Falls, TX 76308
  • Certified Financial Planner (CFP)

Established in 1993, Personal Money Planning is a financial and investment advisory firm located in Wichita Falls. Its founder, Gary Silverman, is a Certified Financial Planner serving businesses, families, and individuals. His services include financial and retirement planning and investment management. He aims to identify the clients' economic profiles, including their earning potential, insurance needs, and brokerage and bank accounts. He educates them on protecting their assets from risks and determining how to invest and save money for retirement.

4245 Kemp Blvd., Suite 1007, Wichita Falls, TX 76308
Wichita Falls, TX 76308

Website(940) 692-6885

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:

2 (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+

2501 E Montgomery Pl, Wichita Falls, TX 76308
Wichita Falls, TX 76308

Tim E. Cornelius is a financial services representative, offering his services to families and individuals in Wichita Falls. As a Certified Financial Planner with a thorough grasp of insurance and investment products, he provides comprehensive financial strategies and financial plans focused on the specific needs of his clients. Tim Cornelius is a Chartered Financial Consultant and Chartered Life Underwriter who works with Massachusetts Mutual Life Insurance Company (MassMutual) to provide quality insurance products and investment strategies.

2501 E Montgomery Pl, Wichita Falls, TX 76308
Wichita Falls, TX 76308

Website(940) 692-0777

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:

4 / 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: --

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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