Best Financial Advisors in Frisco, TX

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Frisco, TX Fiduciary Financial Advisors

Frisco Financial Group

4 out of 5

Location 3001 Dallas Pkwy Suite 205, Frisco, TX 75034, USA
Phone (972) 455-8005
Trajan Wealth
SEC File# 801-100392
CRD# 158847
Location 5285 Dallas Pkwy Suite #410, Frisco, TX 75034, USA
Phone (469) 579-3500
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
Terry D. Lee - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-2924
Edward Jones - Financial Advisor: Jon Nance, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5300 Town and Country Blvd Suite 100, Frisco, TX 75034, USA
Phone (972) 335-8005
Time Monday: 7:30 AM – 6:00 PM Tuesday: 7:30 AM – 6:00 PM Wednesday: 7:30 AM – 6:00 PM Thursday: 7:30 AM – 6:00 PM Friday: 7:30 AM – 6:00 PM Saturday: Closed Sunday: Closed
Cantrill Financial Group LLC

5 out of 5

Location 2440 Timber Ridge Dr Suite 103, Frisco, TX 75036, USA
Phone (469) 522-4053
Brennan Wealth Advisors
Location 3201 Dallas Pkwy #710, Frisco, TX 75034, USA
Phone (214) 764-1978
The Star Wealth Management Group of Raymond James
Location 5 Cowboys Way Ste 300B, Frisco, TX 75034, USA
Phone (214) 632-7412
Silverman LeGate Advisory Group
Location 5300 Town and Country Blvd #160, Frisco, TX 75034, USA
Phone (214) 469-0060
Edward Jones - Financial Advisor: Scott K Smith, CFP®
SEC File# 801-3297
CRD# 250
Location 2500 Legacy Dr Suite 212, Frisco, TX 75034, USA
Phone (972) 335-9214
Edward Jones - Financial Advisor: Jason M Felsman, CRPC®
SEC File# 801-3297
CRD# 250
Location 6735 Salt Cedar Wy Suite 130, Frisco, TX 75034, USA
Phone (469) 777-4856
Parry Financial
SEC File# 801-110833
CRD# 288863

5 out of 5

Location 5850 Town and Country Blvd # 901, Frisco, TX 75034, USA
Phone (214) 618-6090
Retirement Investment Advisors, Inc.
SEC File# 801-43702
CRD# 106316
Location 9300 John Hickman Pkwy STE 504, Frisco, TX 75035, USA
Phone (972) 377-2850
Clark Financial Group
Location 6898 Lebanon Rd #101, Frisco, TX 75034, USA
Phone (469) 287-5657
Edward Jones - Financial Advisor: AJ Davis, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2601 Network Blvd Suite 460, Frisco, TX 75034, USA
Phone (972) 335-3129
Holli Terry - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-2920
Brindle & Bay Wealth Management

5 out of 5

Location 5899 Preston Rd Ste. 1103, Frisco, TX 75034, USA
Phone (214) 988-9178
Merit Financial Advisors
SEC File# 801-67462
CRD# 142457

5 out of 5

Location 2801 Network Blvd Suite 503, Frisco, TX 75034, USA
Phone (214) 423-4200
Marla Johnston - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6160 Warren Pkwy Ste 100, Frisco, TX 75034, USA
Phone (972) 731-2612
Southwestern Investment Group
SEC File# 801-107971
CRD# 283515

5 out of 5

Location 2601 Network Blvd #101, Frisco, TX 75034, USA
Phone (214) 387-4500
Northwestern Mutual - Frisco
Location 2591 Dallas Pkwy, Frisco, TX 75034, USA
Phone (972) 731-4000
Robert J. Frey - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-2907
Kristi Owens - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-2904
FESS Financial
Location 8668 John Hickman Pkwy Suite 603, Frisco, TX 75034, USA
Phone (972) 377-9070
Merrill Lynch Wealth Management Advisor Steven M Nagel
Location 1 Cowboys Way Suite 400, Frisco, TX 75034, USA
Phone (940) 297-6978
Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 9191 Kyser Way Suite 100, Frisco, TX 75033, USA
Phone (972) 335-5101
David H. Ko - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-4270
Tyler Nace - Raymond James
Location 2601 Network Blvd, Frisco, TX 75034, USA
Phone (214) 387-4500
Merrill Lynch Wealth Management Advisor Daniel Marcus Kim
Location 1 Cowboys Way, Frisco, TX 75034, USA
Phone (469) 294-7950
Image of Frisco, TX

About Frisco, TX

Frisco, TX is a city located in Collin and Denton counties in the U.S. state of Texas. It is part of the Dallas-Fort Worth metroplex and is situated about 25 miles (40 km) north of downtown Dallas. As of the 2010 census, the city population was 116,989. Frisco was the fastest-growing city in the United States between 2000 and 2009, with a population growth rate of 248%. The city is home to numerous corporate headquarters, including those of Alliance Data, Beam Suntory, Cinemark Theatres, Dell Services, ExxonMobil Chemical Company, Jamba Juice, Pizza Hut, Rent-A-Center, Rolling Stone LLC, and Toyota Motor North America. Major highways and streets in Frisco include the Dallas North Tollway, Sam Rayburn Tollway, Preston Road, Main Street, and Eldorado Parkway. Some of the city's most popular neighborhoods include The Colony master-planned community, Frisco Square historic district, Starwood neighborhood, and Windsong Ranch.

Where Certified Financial Advisors in Frisco, TX Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Frisco, TX provide a wide variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a variety of investment products, such as mutual funds, stocks, and bonds. They can also help customers with financial planning and tax preparation.

Insurance Broker

Residents of Frisco, TX can benefit from the services of insurance brokers. An insurance broker is an independent agent who represents many insurance companies. This gives the broker the ability to find the best rates and coverage for their clients. Brokers are not limited to one type of insurance, but can offer a variety of policies, including home, auto, health, and life insurance.

Retirement Planning

Most people in Frisco, TX know that they need to start planning for retirement as early as possible, but many don't know where to begin. That's where financial advisors come in. Financial advisors can help residents of Frisco figure out how much money they'll need to save in order to have a comfortable retirement, and they can also help residents invest their money wisely so that it will grow over time. In addition, financial advisors can offer advice on when it's best to start withdrawing money from retirement accounts, and they can help retirees with estate planning as well.

Wealth Management

Residents of Frisco, TX can greatly benefit from wealth management services. By working with a qualified wealth manager, individuals and families can create a plan that will help them reach their financial goals. In addition to creating a plan, wealth managers can also provide guidance and advice on how to save money and grow their assets.

Estate Planning Lawyer

Estate planning lawyers in Frisco, TX can help residents protect their assets and plan for the future. By creating a will or trust, residents can ensure that their loved ones are taken care of after they die. Additionally, estate planning attorneys can help residents with tax planning and asset protection.

Mortgage Loan Officer

Mortgage loan officers in Frisco, TX can help residents by providing them with the best mortgage rates and products available. They can also help residents understand the mortgage process, and they can answer any questions that residents may have about their mortgage. In addition, mortgage loan officers can help residents find the right home for their needs, and they can provide guidance on how to purchase a home.

Tax Services

In Frisco, TX, many residents are looking for ways to save money on their taxes. Tax accountants can help residents find tax breaks and deductions that they may not have known about before. Additionally, tax accountants can help residents file their taxes correctly and on time. This can save Frisco, TX residents a lot of money in penalties and interest fees.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Frisco, TX