Dallas, TX Financial Planner

( 1 Reviews )
Navigation Financial Group Logo

Navigation Financial Group

Financial Planner

15770 N. Dallas Parkway, Suite 650 Dallas, Texas 75248
Rich Doram

I have used US Trust, Morgan Stanley, and Goldman Sachs in the past. The reason I switched to NFG is the family office environment with all services I had at those large ... more

( 22 Reviews )
L&H CPAs and Advisors - Dallas CPA Firm Logo

L&H CPAs and Advisors - Dallas CPA Firm

Certified Public Accountant, Financial Planner

10000 N Central Expy Ste #710 Dallas, TX 75231
Suzanne Chadwick

L&H has quickly become a resource for both my business and personal finances. Their insights have given me financial peace of mind that is worth every penny!

( 12 Reviews )
EQ Wealth Advisors Logo

EQ Wealth Advisors

Financial Planner

10000 N Central Expy, Suite 1350 Dallas, Texas 75231
David Hessler

We have been clients of Kyle Walters for close to 20 years. He is amazing! So knowledgeable and passionate about what he does, and it shows. Always responsive to any ques ... more

( 111 Reviews )
Neighborhood Credit Union Logo

Neighborhood Credit Union

Car Finance and Loan Company, Financial Planner, Mortgage Lender

4245 North Central Expressway, Suite 100 Dallas, TX 75205
Landis Rouse

We love Neighborhood Credit Union, and Jhaida is the best of the best! She is always on top of things, and she goes above and beyond for her customers! I know it sounds c ... more

( 32 Reviews )
Margolies Law Office Logo

Margolies Law Office

Financial Planner

7920 Belt Line Rd, Ste 650 Dallas, Texas 75254
Manohar Khaira

Managed to get an answer within an acceptable time period. He was good and lady luck played a major role as well. His wife Jennifer stays on top of things and get answers ... more

( 13 Reviews )
Next Generation Payroll Logo

Next Generation Payroll

Payroll Service, Financial Planner, Human Resource Consulting

11816 Inwood Rd #3013 Dallas, TX 75244
Sherlyn Reece

Working with Bryon is an absolute pleasure. Not only is he professional, but personable and very knowledgeable about several areas of expertise. I look forward to working ... more

( 18 Reviews )
Atlas Wealth Advisors Logo

Atlas Wealth Advisors

Financial Planner

10000 North Central Expressway Suite 700, Suite 700 Dallas, TX 75231
Chuck DePrez

Almost two years ago we decided to make a change in our personal financial investment management needs. Kyle Walters was highly recommended to us so we decided to make t ... more

( 17 Reviews )
Chalamaine Armstrong - Gold Financial Logo

Chalamaine Armstrong - Gold Financial

Financial Planner

4144 North Central Expressway, Suite 903 Dallas, Texas 75204
Ossie Harris

Phenomenal team and phenomenal experience all around!!! Turned out nightmare into a dream come true!!

( 13 Reviews )
NDBT - North Dallas Bank & Trust Co Logo

NDBT - North Dallas Bank & Trust Co

Bank, ATM, Financial Consultant

5150 Keller Springs Rd Dallas, TX 75248
Oscar Martinez

Nothing but problems with this bank. Avoid it if you can theres better options out there.

( 134 Reviews )
Neighborhood Credit Union Logo

Neighborhood Credit Union

Car Finance and Loan Company, Financial Planner, Mortgage Lender

13651 Montfort Drive Dallas, TX 75240
Glenn Young

Worst credit union EVER! Beware. Going downhill fast. Outsourcing calls to call inadequate centers with language barriers. Closing ATMs permanently. No more personal loan ... more

( 1 Reviews )
John Ramzy - Financial Advisor, Ameriprise Financial Services, LLC Logo

John Ramzy - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

5960 Berkshire Ln, Ste 1200 Dallas, Texas 75225
( 1 Reviews )
Frank Judge - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Frank Judge - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

8333 Douglas Ave, Ste 475 Dallas, Texas 75225
John Labunski

I have got best services for my firm john labunski lincoln wealth

( 1 Reviews )
Christopher Jeng - Financial Advisor, Ameriprise Financial Services, LLC Logo

Christopher Jeng - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

17304 Preston Rd, Ste 1210 Dallas, Texas 75252
Brooke Harrington

So smart. So nice. So on top of the market. I would never work with anyone else.

( 3 Reviews )
Audree Begay - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Audree Begay - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

1601 Elm St, Ste 4350 Dallas, Texas 75201
Jennifer Ulin

Amazing environment!!

( 5 Reviews )
Spectrum Financial Group Logo

Spectrum Financial Group

Financial Planner

13455 Noel Road, 20th Floor Dallas, Texas 75240
Debrah Mathis

SFG hiring process is very impressive!

( 1 Reviews )
Edward Jones - Financial Advisor: Mario Lopez, CFP®|AAMS® Logo

Edward Jones - Financial Advisor: Mario Lopez, CFP®|AAMS®

Financial Consultant, Finance Broker, Financial Audit

8080 Park Ln #745, Suite 745 Dallas, TX 75231
Justin McKenzie

Great stoff

( 29 Reviews )
Beacon Financial Group Logo

Beacon Financial Group

Financial Planner

17300 Preston Road, Suite 120 Dallas, Texas 75252
Willi

Professional work environment with highly trained and knowledgeable advisors

( 5 Reviews )
Lake Point Advisory Group Dallas Office Logo

Lake Point Advisory Group Dallas Office

Financial Planner

8117 Preston Road # 110, Suite 300 Dallas, Texas 75225
Lauren Kitchens

I was intimidated by the fact that I had no idea how to save for retirement. I knew it wasn't just about saving cash, but I had zero guidance on investing. Ken Jones wa ... more

( 1 Reviews )
Foster Financial Group Logo

Foster Financial Group

Financial Planner, Insurance Agency

17300 Preston Rd STE 260 Dallas, TX 75252
Ricky Konechney

Great people

( 1 Reviews )
Ernie Koestner - RBC Wealth Management Financial Advisor Logo

Ernie Koestner - RBC Wealth Management Financial Advisor

Financial Planner

100 Crescent Court, Suite 1500 Dallas, Texas 75201
( 1 Reviews )
HG Tailored Financial Services, LLC Logo

HG Tailored Financial Services, LLC

Financial Planner

14180 Dallas Parkway Suite 500 Dallas, TX 75254
( 16 Reviews )
Bluecrest Financial Alliances Logo

Bluecrest Financial Alliances

Financial Planner, Insurance Agency, Investment Service

14241 Dallas Pkwy, Suite 1200 Dallas, Texas 75254
Thanh Hua

Nguyen one of your agent that was assigned to Bi Hua MassMutual annuity account sent in a email to the client relationship manager stating that Bi Hua policy owner reques ... more

( 4 Reviews )
Kyle Clift - RBC Wealth Management Financial Advisor Logo

Kyle Clift - RBC Wealth Management Financial Advisor

Financial Planner

100 Crescent Court, Suite 1500 Dallas, TX 75201
Francis Hill

Kyle handles me and my family's financial planning. He is very communicative, proactive, and we have been well taken care of under his professional guidance. 100% recomme ... more

( 123 Reviews )
Note Boy Capital LLC Logo

Note Boy Capital LLC

Financial Planner

Andrew antoine

I actually used to live here years ago I even left a 5star review I recently decided to take a job opportunity in Dallas so I was like ok Im going to give Forrest ridge a ... more

( 19 Reviews )
PNC Private Bank Logo

PNC Private Bank

Financial Planner

8080 N Central Expy Dallas, Texas 75206
Josh Stool

The Best Customer Service I’ve ever had at a bank. The staff is very friendly, outgoing, and eager to assist with your needs. They’ve always gone above and beyond and ... more

( 1 Reviews )
Josh Claudio: IBERIABANK Mortgage Logo

Josh Claudio: IBERIABANK Mortgage

Mortgage Lender, ATM, Bank

5956 Sherry Ln Dallas, TX 75225
Debbie Murray

Josh has been a mortgage lender for years, and he has assisted many folks that know professionally and personally with their home loans. He communicates and get the loan ... more

( 3 Reviews )
Bookkeeping Services of Plano Logo

Bookkeeping Services of Plano

Financial Planner

3423 Trinity Mills Road, St. 500 Dallas, TX 75287
Shahid Hafiz

Stella is a thorough professional with several years of experience and someone I would strongly recommend. Her husband, Bill, is a tax expert and he too is professional a ... more

( 3 Reviews )
Carter Financial Management Logo

Carter Financial Management

Financial Planner

12222 Merit Drive, Suite 1800 Dallas, Texas 75251
Barbara Mason

I have received outstanding guidance from this firm over several decades now. My portfolio recovered well from the last financial crisis, and I trust them completely to ... more

( 1 Reviews )
Bessemer Trust Private Wealth Management Dallas TX Logo

Bessemer Trust Private Wealth Management Dallas TX

Financial Planner

300 Crescent Court, Suite 800 Dallas, Texas 75201
( 1 Reviews )
Navigation Financial Group Logo

Navigation Financial Group

Financial Planner

15770 Dallas Pkwy # 650 Suite 650 Dallas, TX 75248
Rich Doram

I have used US Trust, Morgan Stanley, and Goldman Sachs in the past. The reason I switched to NFG is the family office environment with all services I had at those large ... more

( 2 Reviews )
Hilltop Securities Inc. Logo

Hilltop Securities Inc.

Financial Planner

717 N Harwood St., Suite 3400 Dallas, Texas 75201
Troy Noland

My IRA of $150,000 only made $30,000 in 5 years with Jack (Corby) Hankins managing my money. I switched it to my Home Depot 401k and have made $30,000 in 6 months. A horr ... more

( 2 Reviews )
Vasso & Associates - Ameriprise Financial Services, LLC Logo

Vasso & Associates - Ameriprise Financial Services, LLC

Financial Planner

5000 Quorum Dr, Ste 375 Dallas, Texas 75254
Anna S.

I have been a client of Neal Vasso of Vasso and Associates for years and have nothing but great things to say about him.  I know for a fact the negative yelp review about ... more

( 9 Reviews )
Commerce Trust Logo

Commerce Trust

Financial Planner

200 Crescent Ct., Suite 1350 Dallas, TX 75201
Waqar Habib

Spent 30 mins driving to downtown and finding parking only to see that the office was closed during business hours as listed on their website and Google Maps. No hours po ... more

( 0 Reviews )
Brighton Jones Logo

Brighton Jones

Financial Planner, Estate Planning Attorney, Investment Service

5956 Sherry Ln 20th Floor Dallas, TX 75225
( 10 Reviews )
Heritage Financial Planning Logo

Heritage Financial Planning

Financial Planner

10440 N Central Expy #1120 Dallas, TX 75231
Ruby Tohill

Chad was incredibly helpful and understanding of my situation. Could not recommend more.

( 1 Reviews )
Hilltop Securities Inc. Logo

Hilltop Securities Inc.

Financial Planner

8201 Preston Road, Suite 600 Dallas, Texas 75225
Wayne Fisher

I would avoid this company at all costs. Customer service and follow-through totally lacking. My Adviser left their firm and I was never notified regarding my account, ... more

( 42 Reviews )
Kemper Life - Dallas East Logo

Kemper Life - Dallas East

Financial Planner

8344 East R.L. Thornton Frwy, Suite 300 Dallas, Texas 75228
JAMES NEDD

My mom is well kept and cared for by nursing team. Also great Activity Director she makes sure my mom is included in weekly activities. I love the care and how the staff ... more

( 59 Reviews )
Kemper Life - Dallas South Logo

Kemper Life - Dallas South

Financial Planner

7125 Marvin D Love Fwy, Suite 305 Dallas, Texas 75237
Etaliah Birdsong

Mr. GARY WAS THE BEST ....REST EASY

( 7 Reviews )
360 Wealth Planners Logo

360 Wealth Planners

Financial Planner, Service Establishment, Financial Consultant

Serving, Suite 2065 Dallas, TX
( 8 Reviews )
Northwestern Mutual - DFW Logo

Northwestern Mutual - DFW

Financial Planner

5420 Lyndon B Johnson Fwy Dallas, TX 75240
Leonard Gargagliano

This is the most financial sound company in the world. Owned by its policyholders and not stockholders all of the net profits of this company are paid to their clients. ... more

( 39 Reviews )
Second Chance Leasing DFW Logo

Second Chance Leasing DFW

Financial Planner

Melquince Bogan

Great

( 1 Reviews )
Keener Financial Planning Logo

Keener Financial Planning

Financial Planner

2626 Cole Ave 3rd Floor Dallas, TX 75201
David Shealy

Worth every dollar. Honest and knowlegeable. Will make you feel positive about the money in your current life and future.

( 1 Reviews )
Revere Asset Management Logo

Revere Asset Management

Investment Service, Financial Consultant, Financial Planner

17103 Preston Rd #225 Dallas, TX 75248
Justin Eaton

Excellent podcasts and financial commentary!

( 3 Reviews )
Indyfin Logo

Indyfin

Financial Planner, Financial Institution, Investment Service

1722 Routh St Suite 900 Dallas, TX 75201
Vijay Verma

Great service! Connected me with an advisor who was a perfect fit with what I needed.

( 5 Reviews )
Apeiron Planning Partners Logo

Apeiron Planning Partners

Financial Planner

10000 N Central Expy Ste 700 Dallas, TX 75231
David Rekerdres

Greg is a tax planning and preparation expert. He is detailed in his assessment and offers sound advice on personal planning. His methods provide significant strategic ad ... more

( 1 Reviews )
Optimum Investment Advisors Logo

Optimum Investment Advisors

Financial Planner

5930 Lyndon B Johnson Fwy Ste 401 Dallas, TX 75240
Camryn Moore

Joe is a very diligent advisor. He listened to our situation and made a plan and we were actually up during the pandemic. I would recommend him to anybody!

( 1 Reviews )
Lori Gjinolli - Financial Advisor, Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC Logo

Lori Gjinolli - Financial Advisor, Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC

Financial Planner

8850 Boedeker Dr Dallas, Texas 75225
Ben Flores

Very disappointing experience. I inherited money from my mother passing away, and tried working with Lori and her partner Frank Judge, who was in charge of my mothers est ... more

( 1 Reviews )
EP Wealth Advisors Logo

EP Wealth Advisors

Financial Planner

3500 Maple Avenue, Suite 1160 Dallas, TX 75219
( 0 Reviews )
SKS Retirement Solutions, Inc Logo

SKS Retirement Solutions, Inc

Financial Planner

6440 North Central Expressway, Suite 315 Dallas, TX 75206
( 0 Reviews )
Steward Partners Logo

Steward Partners

Financial Planner

1920 McKinney Avenue, Suite 1150 Dallas, Texas 75201
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