Best Financial Advisors in Lewisville, TX

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Lewisville, TX Fiduciary Financial Advisors

Ross Powell, Financial Advisor
Location 1537 Shannon Dr, Lewisville, TX 75077, USA
Phone (972) 543-4800
Edward Jones - Financial Advisor: Jennifer L Gingrich, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 579 N Valley Pkwy Suite 110, Lewisville, TX 75067, USA
Phone (972) 420-1242
Time Monday: 8:30 AM – 3:30 PM Tuesday: 8:30 AM – 3:30 PM Wednesday: 8:30 AM – 3:30 PM Thursday: 8:30 AM – 3:30 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Guardian Financial Management
SEC File# 801-68010
CRD# 141413
Location 1422 W Main St #200, Lewisville, TX 75067, USA
Phone (972) 996-7858
Time Monday: 10:00 AM – 4:30 PM Tuesday: 10:00 AM – 4:30 PM Wednesday: 10:00 AM – 4:30 PM Thursday: 10:00 AM – 4:30 PM Friday: 10:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Technet Advisor
Location 405 TX-121, Lewisville, TX 75067, USA
Phone (469) 773-5928
TIAA Financial Services
2 out of 5
Location 2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, USA
Phone (800) 842-2006
Susan Seiter - TIAA Wealth Management Advisor
Location 2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, USA
Phone (800) 842-2006
Manji Financials Inc
Location 801 Hebron Pkwy #11301, Lewisville, TX 75057, USA
Phone (972) 522-8700
Boldman Lisa
Location 801 Hebron Pkwy, Lewisville, TX 75057, USA
Phone (972) 459-3555
Ross Powell - Certified Financial Planner
Location 1537 Shannon Dr, Lewisville, TX 75077, USA
Phone (972) 543-4777
KPC Financial Solutions
Location 405 TX-121 a250, Lewisville, TX 75067, USA
Phone (469) 444-3900
Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA
Phone (469) 778-5670
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
Logsdon Wilson Wealth Advisors
Location 4400 TX-121 Ste 300, Lewisville, TX 75056, USA
Phone (972) 439-9260
Edward Jones - Financial Advisor: Stephen K Mullican, AAMS™
SEC File# 801-3297
CRD# 250
Location 2540 King Arthur Blvd Ste 120, Lewisville, TX 75056, USA
Phone (972) 899-3021
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
Edward Jones
SEC File# 801-3297
CRD# 250
Location 2540 King Arthur Blvd #120, Lewisville, TX 75056, USA
Phone (972) 899-3021
Raymond James Financial Services
5 out of 5
Location 2871 Lake Vista Dr #125, Lewisville, TX 75067, USA
Phone (972) 733-3665
Noble Group
Location 2871 Lake Vista Dr, Lewisville, TX 75067, USA
Phone (469) 635-8500
H & S Financial Inc
1 out of 5
Location 804 Office Park Cir, Lewisville, TX 75057, USA
Phone (972) 436-6639
KEDARit
Location 1079 W Round Grove Rd, Lewisville, TX 75067, USA
Phone (972) 317-3577 ext. 3
Houston & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 417 Oakbend Dr Ste 270, Lewisville, TX 75067, USA
Phone (972) 459-6670
Edward Jones
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1071 W Round Grove Rd, Lewisville, TX 75067, USA
Phone (972) 459-3937
Brandon Dyson - TIAA Financial Consultant
Location 2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, USA
Phone (800) 842-2006
Bright Wealth Management
1 out of 5
Location 4400 TX-121 Suite 400, Lewisville, TX 75056, USA
Phone (972) 410-6623
Hanson Investment Services
Location 2681 MacArthur Blvd Suite 306, Lewisville, TX 75067, USA
Phone (469) 778-5670
Eric Michaud - TIAA Wealth Management Advisor
Location 2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, USA
Phone (800) 842-2006
Witte Investment Services
Location 131 Degan Ave Ste 104, Lewisville, TX 75057, USA
Phone (972) 353-9977
Edward Jones - Financial Advisor: Peyton Williams
SEC File# 801-3297
CRD# 250
Location 2785 Rockbrook Dr Ste 203, Lewisville, TX 75067, USA
Phone (972) 221-6163
Global Wealth Advisors
5 out of 5
Location 4400 TX-121 #200, Lewisville, TX 75056, USA
Phone (972) 930-1238
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 140 E Main St, Lewisville, TX 75057, USA
Phone (972) 353-6435
Edward Jones - Financial Advisor: Chad Gibson, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 113 N Poydras St Ste 203, Lewisville, TX 75057, USA
Phone (972) 492-7493
Jonathan Miller - TIAA Wealth Management Advisor
Location 2850 Lake Vista Dr Suite 110, Lewisville, TX 75067, USA
Phone (800) 842-2006
Gregory Hanson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2681 MacArthur Blvd Ste 306, Lewisville, TX 75067, USA
Phone (469) 778-5665
C B Green Investments
Location 330 Lake Park Rd, Lewisville, TX 75057, USA
Phone (972) 436-7690
Dynamic Financial Solutions
Location 535 W Purnell Rd #190, Lewisville, TX 75057, USA
Phone (972) 221-7424
Fiserv
Location 2501 S State Highway 121 Bus, Lewisville, TX 75067, USA
Phone (972) 459-7905
Triad Financial
5 out of 5
Location 2701 Highpoint Oaks Dr, Lewisville, TX 75067, USA
Phone (972) 956-8558
Wells Fargo Advisors: Orbin William
1 out of 5
Location 401 E Corporate Dr #242, Lewisville, TX 75057, USA
Phone (972) 315-9995
Orbin & Cooper Wealth Management
5 out of 5
Location 401 E Corporate Dr #242, Lewisville, TX 75057, USA
Phone (972) 315-9995
James T Houston - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 417 Oakbend Dr Ste 270, Lewisville, TX 75067, USA
Phone (972) 459-6670
Mark Fillnow - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 417 Oakbend Dr #270, Lewisville, TX 75067, USA
Phone (469) 635-6081
Financial Edge
Location 860 Hebron Pkwy STE 602, Lewisville, TX 75057, USA
Phone (972) 459-5000
Financial Advisor Dallas: Bryan Teague
Location 3740 Cottonwood Springs Dr, The Colony, TX 75056, USA
Edward Jones - Financial Advisor: Don Brock
SEC File# 801-3297
CRD# 250
5 out of 5
Location 270 N Denton Tap Rd Ste 200, Coppell, TX 75019, USA
Phone (972) 393-2900
Barlow Capital Advisors LLC
Location 1501 Cross Timbers Rd # 100, Flower Mound, TX 75028, USA
Phone (972) 539-1400
Kane Houston - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 417 Oakbend Dr Ste 270, Lewisville, TX 75067, USA
Phone (972) 459-6670
Edward Jones - Financial Advisor: Tonyia Cleaver
Location 4125 Fairway Dr Ste 140, Carrollton, TX 75010, USA
Phone (972) 492-6027
Financial Advisors in Lewisville, TX

Where Certified Financial Advisors in Lewisville, TX Serve

Lewisville is a city in Texas that is located about 25 miles north of Dallas. Some of the city's landmarks include the Lewisville Lake Bridge, the Dr. Pepper Ballpark, and the Vista Ridge Mall. The top employers in Lewisville are Liberty Mutual Insurance, IBM, and Dell Inc. Major highways and streets in Lewisville include Interstate 35E and State Highway 121. The neighborhoods in Lewisville include Heritage Village, Vista Ridge, and Old Town.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Lewisville, TX residents have a variety of banking options to choose from. Each bank has its own set of services and products that it offers to customers. Some banks are more focused on providing personal banking services, while others specialize in small business or commercial banking. No matter what your needs are, there is likely a bank that can meet them.

Insurance Broker

Residents of Lewisville, TX can benefit from the services of insurance brokers. These professionals can help residents compare rates and coverage from different insurance companies to find the best policies for their needs. Brokers can also help residents file claims and provide other assistance after a loss.

Retirement Planning

Many Lewisville, TX residents are looking for ways to save for their retirement. Financial advisors can help residents create a plan that will work best for them. Advisors can help residents invest their money in a way that will provide them with the most income possible when they retire. They can also help residents to avoid making common mistakes that can cost them dearly down the road.

Wealth Management

Residents of Lewisville, TX can take advantage of wealth management services to help them grow their money and protect their assets. Wealth management is a process that involves creating and implementing a plan for managing your money. This can include investing your money in stocks, bonds, and other types of investments, as well as protecting it from risks like theft and fraud. Wealth managers can also help you create a budget and save for important goals like retirement or buying a home.

Estate Planning Lawyer

Estate planning lawyers can help Lewisville, TX residents protect their assets and plan for the future. By creating a will or trust, estate planning lawyers can help ensure that your property is distributed according to your wishes after you die. They can also help you set up powers of attorney and medical directives, which will allow someone else to make decisions for you if you are unable to do so yourself. And if you own a business, an estate planning lawyer can help you transfer ownership to your heirs in a tax-efficient manner.

Mortgage Loan Officer

Mortgage loan officers in Lewisville, TX can help residents by providing them with the best home loans possible. They work with a variety of lenders to find the best interest rates and terms for their clients. In addition, they will guide residents through the entire home-buying process, from pre-approval to closing.

Tax Services

Residents of Lewisville, TX can benefit from the help of tax accountants in order to ensure that they are getting the best return on their investment. Tax accountants can help residents understand how their taxes are calculated and what deductions and credits they may be eligible for. In addition, tax accountants can help residents plan for future years by taking into account any changes in their financial situation.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Lewisville, TX