Best Financial Advisors in Frisco, TX

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List of Firms

Frisco, TX Fiduciary Financial Advisors

SEC File# 801-43702
CRD# 106316
Location 9300 John Hickman Pkwy STE 504, Frisco, TX 75035, USA
Phone (972) 377-2850
Directions
SEC File# 801-67462
CRD# 142457
5 out of 5
Location 2801 Network Blvd Suite 503, Frisco, TX 75034, USA
Phone (214) 423-4200
Directions
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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
Directions
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Terry D. Lee - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-2924
Directions
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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
Directions
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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
Directions
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Brindle & Bay Wealth Management
5 out of 5
Location 5899 Preston Rd Ste. 1103, Frisco, TX 75034, USA
Phone (214) 988-9178
Directions
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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
Directions
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Northwestern Mutual - Frisco
Location 2591 Dallas Pkwy, Frisco, TX 75034, USA
Phone (972) 731-4000
Directions
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FESS Financial
Location 8668 John Hickman Pkwy Suite 603, Frisco, TX 75034, USA
Phone (972) 377-9070
Directions
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Merrill Lynch Wealth Management Advisor Steven M Nagel
Location 1 Cowboys Way Suite 400, Frisco, TX 75034, USA
Phone (940) 297-6978
Directions
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David H. Ko - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-4270
Directions
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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
Directions
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Cantrill Financial Group LLC
5 out of 5
Location 2440 Timber Ridge Dr Suite 103, Frisco, TX 75036, USA
Phone (469) 522-4053
Directions
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Silverman LeGate Advisory Group
Location 5300 Town and Country Blvd #160, Frisco, TX 75034, USA
Phone (214) 469-0060
Directions
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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
Directions
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Kristi Owens - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-2904
Directions
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Tyler Nace - Raymond James
Location 2601 Network Blvd, Frisco, TX 75034, USA
Phone (214) 387-4500
Directions
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Frisco Financial Group
4 out of 5
Location 3001 Dallas Pkwy Suite 205, Frisco, TX 75034, USA
Phone (972) 455-8005
Directions
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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
Directions
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Merrill Lynch Wealth Management Advisor Daniel Marcus Kim
Location 1 Cowboys Way, Frisco, TX 75034, USA
Phone (469) 294-7950
Directions
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Brennan Wealth Advisors
Location 3201 Dallas Pkwy #710, Frisco, TX 75034, USA
Phone (214) 764-1978
Directions
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The Star Wealth Management Group of Raymond James
Location 5 Cowboys Way Ste 300B, Frisco, TX 75034, USA
Phone (214) 632-7412
Directions
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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
Directions
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Clark Financial Group
Location 6898 Lebanon Rd #101, Frisco, TX 75034, USA
Phone (469) 287-5657
Directions
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Holli Terry - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-2920
Directions
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Robert J. Frey - RBC Wealth Management Financial Advisor
Location 1 Cowboys Way Suite 450, Frisco, TX 75034, USA
Phone (972) 612-2907
Directions
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Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®
5 out of 5
Location 9191 Kyser Way Suite 100, Frisco, TX 75033, USA
Phone (972) 335-5101
Directions
Financial Advisors in Frisco, TX

Where Certified Financial Advisors in Frisco, TX Serve

Frisco, TX is a bustling city located in the heart of North Texas. With a population of over 200,000 people, it is home to many notable landmarks, including the Dr Pepper Ballpark, Toyota Stadium, and the Frisco Athletic Center. The city is also home to several top employers, such as Toyota, JPMorgan Chase, and the Frisco Independent School District. Major highways and streets, such as the Dallas North Tollway and Preston Road, provide easy access to nearby cities like Dallas and Plano. Frisco is divided into several neighborhoods, including the upscale Stonebriar and the family-friendly Panther Creek. With its thriving economy, abundant amenities, and diverse population, Frisco is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Frisco, TX could benefit from the guidance of a financial advisor in a myriad of ways. One of the most common ways would be to help them navigate the local housing market, which has seen a significant boom in recent years. Frisco is known for its desirable neighborhoods and top-rated schools, making it an attractive place to live for families and young professionals alike. However, with the influx of people, housing prices have skyrocketed, making it challenging for some residents to afford a home. A financial advisor could help them create a budget, develop a savings plan, and explore various mortgage options to make their dream of homeownership a reality. Additionally, a financial advisor could assist residents in planning for their children's education, as Frisco is home to some of the best schools in the state. Overall, a financial advisor could provide valuable support and guidance to Frisco residents looking to secure their financial future in a rapidly growing and competitive market.

Insurance Broker

As a resident of Frisco, TX, there are a variety of ways that an insurance broker could be of assistance. One of the most common ways is by helping individuals and families find the right health insurance plan to fit their specific needs. With Frisco being a rapidly growing city, there are many options available, but it can be overwhelming to navigate without professional guidance. An insurance broker can also help with other types of insurance, such as home and auto, and provide valuable advice on coverage options and pricing. By working with an insurance broker, Frisco residents can feel confident that they are getting the best possible coverage for their unique situation.

Retirement Planning

Residents of Frisco, TX could greatly benefit from the services of a retirement planner. With the city's growing population and booming economy, it's important for residents to have a solid plan in place for their retirement years. A retirement planner can help individuals determine their retirement goals, assess their current financial situation, and create a personalized plan to help them achieve those goals. Additionally, Frisco is known for its high cost of living, so a retirement planner can help residents navigate the expenses associated with retirement, such as healthcare and housing. By working with a retirement planner, residents of Frisco can feel confident and prepared for their golden years.

Wealth Management

Residents of Frisco, TX can benefit greatly from the services of a wealth manager. With the city's rapid growth and booming economy, many residents are looking for ways to manage their wealth and plan for their financial future. A wealth manager can provide guidance on investment strategies, retirement planning, tax optimization, and risk management. Additionally, with the high cost of living in Frisco, many residents may be struggling to balance their expenses and savings. A wealth manager can help create a personalized financial plan that takes into account their unique circumstances and goals, providing peace of mind and a clear path forward. Overall, the expertise and guidance of a wealth manager can be invaluable for Frisco residents looking to build and protect their wealth.

Mortgage Loan Officer

Residents of Frisco, TX can benefit from the services of a mortgage loan officer in several ways. For instance, they can help first-time homebuyers navigate the complex process of obtaining a mortgage. This is particularly helpful in Frisco, where the real estate market is highly competitive, and housing prices are on the rise. Additionally, mortgage loan officers can assist residents in refinancing their existing mortgages to take advantage of lower interest rates. This can help homeowners save money on their monthly mortgage payments and free up funds for other expenses. Overall, the expertise and guidance of a mortgage loan officer can be invaluable for residents of Frisco, TX looking to buy or refinance a home.

Tax Services

Residents of Frisco, TX can benefit from the expertise of a tax advisor in a number of ways. For starters, tax advisors can help individuals navigate the complex tax laws and regulations that apply to Frisco, TX. They can also help residents identify tax deductions and credits that they may be eligible for, such as those related to homeownership or charitable donations. Additionally, tax advisors can assist Frisco residents in preparing their tax returns accurately and on time. One specific benefit of having a tax advisor in Frisco is that they can provide guidance on how to minimize state and local taxes, which can be particularly important in a high-tax state like Texas. Overall, a tax advisor can be an invaluable resource for Frisco residents looking to maximize their tax savings and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Frisco, TX can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Frisco residents is by creating a comprehensive estate plan that addresses their unique needs and circumstances. This may include drafting a will, establishing trusts, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help Frisco residents navigate the complex probate process and ensure that their assets are distributed according to their wishes. With Frisco's rapidly growing population and booming economy, it is more important than ever for residents to have a solid estate plan in place to protect their assets and provide for their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Frisco, TX