Best Financial Advisors in Allen, TX

We did the hard work of finding trustworthy partners in Allen, TX. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Allen, TX Fiduciary Financial Advisors

generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
3 out of 5
Location 700 Central Expy S #385, Allen, TX 75013, USA
Phone (469) 854-6815
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Tamara Warfield, AAMS®|CRPC®
SEC File# 801-3297
CRD# 250
Location 333 E Bethany Dr Suite C 130, Allen, TX 75002, USA
Phone (972) 542-0485
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Clint Wammack - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
4 out of 5
Location 700 Central Expy S Ste 380, Allen, TX 75013, USA
Phone (972) 954-1595
Directions
generic_business-71
Edward Jones - Financial Advisor: Jim Thurman
SEC File# 801-3297
CRD# 250
Location 1420 W Exchange Pkwy #160, Allen, TX 75013, USA
Phone (469) 854-6518
Directions
generic_business-71
Edward Jones - Financial Advisor: Terence Sievert
SEC File# 801-3297
CRD# 250
Location 614 S Watters Rd Suite 140, Allen, TX 75013, USA
Phone (972) 390-2046
Directions
generic_business-71
Edward Jones - Financial Advisor: John A Pittman, AAMS™|CRPC®
5 out of 5
Location 333 E Bethany Dr Ste A 130, Allen, TX 75002, USA
Phone (469) 640-1143
Directions
generic_business-71
Noah Hill - Thrivent
Location 900 W Bethany Dr Suite 200, Allen, TX 75013, USA
Phone (940) 368-2680
Directions
generic_business-71
Darnell Financial
Location 1513 Home Park Dr, Allen, TX 75002, USA
Phone (469) 667-3444
Directions
generic_business-71
Matthew Swarbrick - Thrivent
Location 1101 Central Expy S Ste 175, Allen, TX 75013, USA
Phone (972) 521-0011
Directions
generic_business-71
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 1602 E Exchange Pkwy, Allen, TX 75002, USA
Phone (214) 383-2952
Directions
generic_business-71
Charles Tran - Thrivent
Location 900 W Bethany Dr #200, Allen, TX 75013, USA
Phone (626) 372-6602
Directions
generic_business-71
Silvestri Asset Management
Location 450 Century Pkwy Suite 250, Allen, TX 75013, USA
Phone (214) 288-1326
Directions
generic_business-71
Edward Jones - Financial Advisor: Samantha L Hendricks, CRPC®
SEC File# 801-3297
CRD# 250
Location 780 North Watters Road Suite 130, Allen, TX 75013, USA
Phone (214) 509-9111
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Michael W Mackey
SEC File# 801-3297
CRD# 250
Location 700 Central Expy S Suite 385, Allen, TX 75013, USA
Phone (469) 854-6815
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Kate Finley, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 614 S Watters Rd Suite 140, Allen, TX 75013, USA
Phone (972) 390-2046
Directions
generic_business-71
Baker & Carara Private Wealth Management
Location 945 Stockton Dr Unit 8130, Allen, TX 75013, USA
Phone (469) 677-9177
Directions
generic_business-71
Edward Jones - Financial Advisor: Wes Dickinson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1504 N Greenville Ave Ste 120, Allen, TX 75002, USA
Phone (469) 393-5422
Directions
generic_business-71
Edward Jones - Financial Advisor: Torsten Holmes, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1420 W Exchange Pkwy Bldg A Suite 160, Allen, TX 75013, USA
Phone (469) 854-6518
Directions
generic_business-71
Andrea Burnside - Thrivent
Location 900 W Bethany Dr #200, Allen, TX 75013, USA
Phone (214) 702-8184
Directions
generic_business-71
Riverchase Financial Planning, LLC
Location 1333 W McDermott Dr, Allen, TX 75013, USA
Phone (972) 471-9013
Directions
Financial Advisors in Allen, TX

Where Certified Financial Advisors in Allen, TX Serve

Allen, TX is a bustling city located in the heart of Collin County, Texas. It is a city that is rich in history and culture, with an abundance of landmarks and attractions that draw visitors from all over the world. Some of the most notable landmarks in Allen include the Allen Event Center, which hosts a variety of concerts, sporting events, and other entertainment options throughout the year. Other popular landmarks include the Allen Premium Outlets, which offer shoppers a wide range of high-end retail options, and the Allen Public Library, which is a hub of learning and education for residents of all ages. Top employers in Allen include companies like Raytheon, which is a major defense contractor that employs thousands of people in the area. Other major employers in the city include the Allen Independent School District, which is one of the largest school districts in the state of Texas, and the City of Allen, which provides a wide range of services to residents and businesses in the area.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Allen, TX can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by assisting with retirement planning. With a median age of 35.6 years old, many Allen residents are in the prime of their working years and may not be thinking about retirement yet. However, a financial advisor can help them start planning early and ensure that they are on track to meet their retirement goals. Additionally, with a growing population and booming economy, Allen residents may need help with investment strategies to make the most of their money. A financial advisor can provide personalized advice and help residents navigate the complex world of investing. Overall, a financial advisor can provide invaluable assistance to Allen residents in securing their financial future.

Insurance Broker

Residents of Allen, TX can benefit greatly from the services of an insurance broker. With the ever-changing insurance landscape, it can be challenging to navigate the various policies and coverage options available. An insurance broker can help residents of Allen, TX find the best policies at the most affordable prices. They can also provide guidance on the specific insurance needs of Allen residents, such as flood insurance due to the area's susceptibility to heavy rain and flash flooding. Additionally, an insurance broker can assist in filing claims and ensuring that residents receive the maximum benefits from their policies. Overall, an insurance broker can provide invaluable assistance to residents of Allen, TX in navigating the complex world of insurance.

Retirement Planning

Residents of Allen, TX can benefit greatly from the services of a retirement planner. One of the most common ways they can be helped is by creating a personalized retirement plan that takes into account their unique financial situation and goals. Allen, TX is a rapidly growing city with a diverse population, and a retirement planner can help residents navigate the complex financial landscape and ensure they have enough savings to enjoy their golden years. Additionally, a retirement planner can provide guidance on how to maximize social security benefits, minimize tax liabilities, and invest in retirement accounts such as 401(k)s and IRAs. With the help of a retirement planner, residents of Allen, TX can feel confident in their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Allen, TX can benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. With the cost of living in Allen being higher than the national average, it is important for residents to have a solid plan in place for their retirement years. A wealth manager can help individuals navigate the complex world of retirement planning, including identifying the best investment vehicles and creating a plan to maximize their savings. Additionally, with Allen being a growing city with a booming economy, a wealth manager can also assist residents in managing their investments and assets to ensure they are taking advantage of all the opportunities available to them. Overall, a wealth manager can provide invaluable guidance and support to help residents of Allen achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Allen, TX can benefit greatly from the assistance of a mortgage loan officer when it comes to purchasing a home. With the median home price in Allen being around $400,000, many residents may need help securing financing for their dream home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, from pre-approval to closing. They can also provide valuable advice on the different types of mortgages available and help residents choose the best option for their unique financial situation. Additionally, mortgage loan officers can help residents understand the current housing market trends in Allen, TX and provide guidance on how to make a competitive offer on a home. Overall, the expertise of a mortgage loan officer can make the home buying process less stressful and more successful for residents of Allen, TX.

Tax Services

Residents of Allen, TX can greatly benefit from the services of a tax advisor in a number of ways. For example, tax advisors can help individuals navigate the complex tax laws and regulations that are specific to Texas. They can also provide guidance on how to take advantage of tax credits and deductions that are available to residents of Allen. Additionally, tax advisors can assist with tax planning and preparation, helping residents to minimize their tax liability and avoid costly mistakes. With the help of a tax advisor, residents of Allen can ensure that they are in compliance with all applicable tax laws and regulations, and can make informed decisions about their financial future.

Estate Planning Lawyer

Residents of Allen, TX can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by creating a comprehensive estate plan that includes wills, trusts, and other legal documents that protect their assets and ensure that their wishes are carried out after their passing. In Allen, TX, where the median home value is higher than the national average, estate planning is especially important to protect these valuable assets. Additionally, an estate planning lawyer can assist with minimizing taxes and avoiding probate, which can be a lengthy and costly process for families. With an estate planning lawyer's guidance, residents of Allen, TX can have peace of mind knowing that their loved ones will be provided for and their assets will be protected.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Allen, TX