Best Financial Advisors in Dallas, TX

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Dallas, TX Fiduciary Financial Advisors

SEC File# 801-80348
CRD# 131525
5 out of 5
Location 10440 N Central Expy #1120, Dallas, TX 75231, USA
Phone (214) 446-2100
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-110369
CRD# 285973
Location 8750 N Central Expy Suite 1875, Dallas, TX 75231, USA
Phone (214) 420-7020
Directions
SEC File# 801-27090
CRD# 104953
5 out of 5
Location 5950 Sherry Ln # 600, Dallas, TX 75225, USA
Phone (214) 360-7000
Directions
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Davis Financial Services
SEC File# 801-119762
CRD# 172082
Location 9330 Lyndon B Johnson Fwy Suite 1020, Dallas, TX 75243, USA
Phone (972) 233-8300
Directions
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Brighton Jones
SEC File# 801-57087
CRD# 108601
Location 5956 Sherry Ln 20th Floor, Dallas, TX 75225, USA
Phone (469) 722-1526
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Level Four Advisory Services LLC
4 out of 5
Location 12400 Coit Rd Suite 700, Dallas, TX 75251, USA
Phone (866) 834-1040
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Gregory C. Glosser - RBC Wealth Management Financial Advisor
Location 100 Crescent Ct Suite 1500, Dallas, TX 75201, USA
Phone (214) 775-6464
Directions
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Edward Jones - Financial Advisor: Kim Winans, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 17101 Preston Rd Suite 225, Dallas, TX 75248, USA
Phone (972) 380-6984
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Morgan Stanley Financial Advisors
1 out of 5
Location 2121 N Pearl St Ste 500, Dallas, TX 75201, USA
Phone (214) 855-7900
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Morgan Stanley Financial Advisors
3 out of 5
Location 8383 Preston Center Plaza Ste 400, Dallas, TX 75225, USA
Phone (214) 368-8555
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Global Wealth Advisors
SEC File# 801-112843
CRD# 226628
Location 3838 Oak Lawn Ave Suite 1000, Dallas, TX 75219, USA
Phone (469) 317-6340
Directions
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Southern Wealth Management Llp
SEC File# 801-64071
CRD# 134714
Location 5005 Lyndon B Johnson Fwy, Dallas, TX 75244, USA
Phone (972) 661-4600
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RCM Advisors
Location 8117 Preston Rd #300, Dallas, TX 75225, USA
Phone (972) 863-3729
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LGT Financial Advisors LLC
SEC File# 801-77833
CRD# 111575
Location 2626 Howell St #700, Dallas, TX 75204, USA
Phone (214) 461-1500
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Munn & Morris Financial Advisors
5 out of 5
Location 14180 Dallas Pkwy Suite 530, Dallas, TX 75254, USA
Phone (972) 692-0909
Directions
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Stephanie Sammons, CFP® at Sammons Wealth Management
Location 12720 Hillcrest Rd Ste 600, Dallas, TX 75230, USA
Phone (972) 440-1194
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Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
Location 8333 Douglas Ave Ste 1000, Dallas, TX 75225, USA
Phone (800) 443-1617
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True North Advisors
SEC File# 801-66250
CRD# 116048
Location 3131 Turtle Creek Blvd Suite 1300, Dallas, TX 75219, USA
Phone (214) 360-7300
Directions
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Perryman Financial Advisory, Inc.
SEC File# 801-48109
CRD# 107653
Location 12221 Merit Dr #1660, Dallas, TX 75251, USA
Phone (972) 770-4800
Directions
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Smith Anglin Financial
SEC File# 801-68157
CRD# 144386
5 out of 5
Location 14755 Preston Rd Suite 700, Dallas, TX 75254, USA
Phone (972) 267-1244
Directions
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Northwestern Mutual - DFW
4 out of 5
Location 5420 Lyndon B Johnson Fwy, Dallas, TX 75240, USA
Phone (972) 661-9888
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EP Wealth Advisors
SEC File# 801-29358
CRD# 111147
5 out of 5
Location 3500 Maple Ave Suite 1160, Dallas, TX 75219, USA
Phone (214) 754-0770
Directions
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Dougherty Wealth Management, LLC
Location 16610 Dallas Pkwy Ste 1250, Dallas, TX 75248, USA
Phone (214) 550-8989
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Sean Brown - Financial Advisor, Ameriprise Financial Services, LLC
Location 17304 Preston Rd Ste 600, Dallas, TX 75252, USA
Phone (469) 361-4017
Directions
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Quest Capital Management
SEC File# 801-60734
CRD# 114690
Location 8117 Preston Rd #700, Dallas, TX 75225, USA
Phone (214) 691-6090
Directions
Financial Advisors in Dallas, TX

Where Certified Financial Advisors in Dallas, TX Serve

Dallas, TX is a vibrant city known for its diverse neighborhoods, iconic landmarks, and thriving economy. From the towering Reunion Tower to the historic Dealey Plaza, there is no shortage of must-see sights in this bustling metropolis. Top employers in Dallas include American Airlines, AT&T, and Southwest Airlines, which all have headquarters located in the city. With major highways such as I-35, I-45, and I-635, getting around Dallas is a breeze. Some of the most popular neighborhoods in Dallas include Uptown, Oak Lawn, and Deep Ellum, each with their own unique vibe and character. Whether you're looking for trendy restaurants and bars or charming historic homes, Dallas has something to offer everyone. So if you're looking for a city with endless possibilities, look no further than Dallas, TX.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Dallas, TX can benefit greatly from the expertise of a financial advisor. One specific way that a financial advisor can help is by providing guidance on how to navigate the unique financial landscape of Dallas. With a thriving economy and a high cost of living, residents may need assistance with managing their finances and investments to ensure long-term stability. Additionally, a financial advisor can help residents plan for retirement, save for major purchases, and create a budget that aligns with their financial goals. By working with a financial advisor, Dallas residents can feel confident in their financial decisions and secure their financial future.

Insurance Broker

Residents of Dallas, TX can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in Dallas, TX, an insurance broker can help residents find the best coverage for their homes and vehicles. Additionally, Dallas, TX is known for having a high number of uninsured drivers on the road. An insurance broker can assist residents in finding the right coverage to protect themselves and their vehicles in the event of an accident with an uninsured driver. Furthermore, with the rising cost of healthcare, an insurance broker can help residents navigate the complex world of health insurance and find the best plan to fit their needs and budget. Overall, an insurance broker can provide peace of mind for residents of Dallas, TX by ensuring that they are properly protected in all aspects of their lives.

Retirement Planning

Residents of Dallas, TX can benefit greatly from the services of a retirement planner. With the city's booming economy and diverse population, there are unique challenges that retirees may face when planning for their future. A retirement planner can help navigate the various investment options available, such as real estate investments, which are particularly popular in Dallas. They can also provide guidance on tax planning, Social Security benefits, and healthcare costs, which are all important considerations for retirees. Additionally, a retirement planner can help create a personalized plan that takes into account the individual's specific financial goals and lifestyle needs, such as travel or hobbies. With the help of a retirement planner, residents of Dallas can feel confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of Dallas, TX could benefit greatly from the services of a wealth manager. With a booming economy and a high cost of living, many Dallas residents face challenges managing their finances. A wealth manager can help these individuals create a comprehensive financial plan that takes into account their unique circumstances and goals. For example, a wealth manager could advise a Dallas resident on the best way to invest their money given the city's strong real estate market. Additionally, a wealth manager could help Dallas residents navigate the complex tax laws in Texas, ensuring that they are taking advantage of all available deductions and credits. Overall, a wealth manager can provide valuable guidance and support to Dallas residents looking to build and protect their wealth.

Mortgage Loan Officer

Residents of Dallas, TX can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or experienced homeowners. With the booming real estate market in Dallas, a mortgage loan officer can also provide guidance on navigating the competitive housing market and finding the best rates and terms for a mortgage. Additionally, with the unique weather patterns in Dallas, including frequent hailstorms, mortgage loan officers can advise residents on the importance of having adequate insurance coverage to protect their homes from potential damage. Overall, a mortgage loan officer can provide invaluable support and expertise to residents of Dallas looking to purchase or refinance a home.

Tax Services

Residents of Dallas, TX can benefit greatly from the expertise of a tax advisor. With the city's thriving economy and diverse population, navigating the complexities of the tax code can be overwhelming for many. A tax advisor can provide guidance on a wide range of issues, from maximizing deductions and credits to minimizing tax liabilities. For example, residents of Dallas who own rental properties may benefit from a tax advisor's knowledge of local property tax laws and regulations. Additionally, a tax advisor can help small business owners in Dallas navigate the tax implications of starting and running a business. Overall, a tax advisor can provide valuable insights and strategies to help residents of Dallas make informed decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Dallas, TX could benefit greatly from the services of an estate planning lawyer. Specifically, with Dallas being a major hub for business and entrepreneurship, many individuals may require assistance in creating a succession plan for their business and ensuring that their assets are distributed according to their wishes. Additionally, with the high cost of healthcare in the United States, an estate planning lawyer can help residents of Dallas navigate the complexities of Medicaid planning and long-term care. Overall, an estate planning lawyer can provide peace of mind to Dallas residents by helping them protect their assets and ensure that their loved ones are provided for in the event of their passing.

Dallas, TX Financial Resources

Dallas, TX Chamber of Commerce

https://www.dallaschamber.org/

Dallas, TX City Hall

https://dallascityhall.com/

Dallas, TX Public Library

https://dallaslibrary2.org/

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FAQs About Personal Financial Advisors in Dallas, TX