Best Financial Advisors in Prosper, TX

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List of Firms

Prosper, TX Fiduciary Financial Advisors

SEC File# 801-79483
CRD# 151490
Location 7790 Main St, Frisco, TX 75033, USA
Phone (972) 818-2400
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
SEC File# 801-114134
CRD# 147350
Location 290 S Preston Rd Suite #220, Prosper, TX 75078, USA
Phone (877) 443-0610
Directions
SEC File# 801-10970
CRD# 6413
Location 130 N Preston Rd Suite 100, Prosper, TX 75078, USA
Phone (972) 462-0915
Directions
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Mindshift Financial
Location 130 N Preston Rd Suite 302, Prosper, TX 75078, USA
Phone (469) 215-7422
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Laughter Financial, LLC
Location 1635 Grove Dr, Celina, TX 75009, USA
Phone (214) 267-9252
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Provision Retirement: David McEntire
Location 3509 W Cheney, Celina, TX 75009, USA
Phone (972) 232-7598
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James Weston CPA PC
5 out of 5
Location 130 N Preston Rd #234, Prosper, TX 75078, USA
Phone (972) 897-1471
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Prosper Financial Services
5 out of 5
Location 130 N Preston Rd, Prosper, TX 75078, USA
Phone (469) 908-3050
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PERI Capital Group, LLC
SEC File# 801-111055
CRD# 158043
Location 181 S Main St #100, Prosper, TX 75078, USA
Directions
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Comprehensive Financial Solutions
Location 8301 Parish Ave, McKinney, TX 75071, USA
Phone (903) 818-9432
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Edward Jones - Financial Advisor: Anthony Quintana
SEC File# 801-3297
CRD# 250
5 out of 5
Location 821 N Coleman St Suite 130, Prosper, TX 75078, USA
Phone (972) 347-1402
Directions
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Bank of America (with Drive-thru ATM)
2 out of 5
Location 1160 N Preston Rd, Prosper, TX 75078, USA
Phone (972) 346-5423
Directions
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Havard Financial Group
Location 1600 Stillhouse Hollow Dr, Prosper, TX 75078, USA
Phone (214) 295-9763
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Harman, Rogowski & Associates
Location 1402 S Custer Rd #102, McKinney, TX 75072, USA
Phone (214) 556-3255
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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
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
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Wisdom Index Advisors
SEC File# 801-116762
CRD# 132567
Location 102 S Main St, Prosper, TX 75078, USA
Phone (972) 931-0063
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
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OVA, inc
Location 980 S Country Rd 80 #1430, Prosper, TX 75078, USA
Phone (469) 810-3725
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Seth Erickson - Mortgage Advisor at Caprock Home Loans
5 out of 5
Location 130 N Preston Rd, Prosper, TX 75078, USA
Phone (469) 480-6988
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Teleios Financial
Location 1212 S Preston Rd suite 120, Celina, TX 75009, USA
Phone (972) 382-7662
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Gapital Mortgage
5 out of 5
Location 2770 Fishtrap Rd Suite 20, Prosper, TX 75078, USA
Phone (877) 651-0316
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CIM Wealth Advisors
Location Prosper, TX 75078, USA
Phone (972) 346-4204
Directions
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Edward Jones - Financial Advisor: Aaron P McNeal, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 821 N Coleman St Suite 130, Prosper, TX 75078, USA
Phone (972) 347-1402
Directions
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Sofi Exploration
5 out of 5
Location 1880 W Prosper Trail, Prosper, TX 75078, USA
Phone (469) 802-0331
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Jones Asset Management
Location 113 W Broadway St, Prosper, TX 75078, USA
Phone (972) 347-3233
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Edward Jones - Financial Advisor: Ed Dixon III
SEC File# 801-3297
CRD# 250
Location 5566 Main St Ste 204, Frisco, TX 75033, USA
Phone (972) 668-9649
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
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Kane Vines - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 212 E Broadway St, Prosper, TX 75078, USA
Phone (469) 409-7283
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Young Lending
Location 130 N Preston Rd Suite 130-422, Prosper, TX 75078, USA
Phone (972) 433-7874
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Edward Jones - Financial Advisor: Rob Farish, AAMS™
SEC File# 801-3297
CRD# 250
Location 5757 Main St Suite 206, Frisco, TX 75034, USA
Phone (972) 335-3020
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Krishna Financial Services LLC
Location 1621 Lone Pine Dr, Little Elm, TX 75068, USA
Phone (609) 413-6471
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Christensen Financial Inc.
Location 2241 Arbol Way, Prosper, TX 75078, USA
Phone (972) 377-0108
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Darrin Hendley Agency, Farmers Insurance
Location 1120 Cedar Springs Dr, Prosper, TX 75078, USA
Phone (972) 462-7589
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Benold Financial Planning
5 out of 5
Location 130 N Preston Rd, Prosper, TX 75078, USA
Phone (817) 235-6863
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Thomson Investment Group
Location 2961 Lakeview Dr, Prosper, TX 75078, USA
Phone (888) 346-2082
Directions
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Fiduciary Wealth Management: Your Dedicated Fiduciary®
Location 130 N Preston Rd Suite 100-519, Prosper, TX 75078, USA
Phone (844) 752-6933
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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 2586 Foxcreek Dr, Frisco, TX 75034, USA
Phone (469) 767-8736
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Wells Fargo Advisors
Location 880 S Preston Rd, Prosper, TX 75078, USA
Phone (972) 346-5101
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JC Graham Investments
Location 130 N Preston Rd, Prosper, TX 75078, USA
Phone (972) 736-8080
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Mark Edler, CPA, LLC
Location 4261 E University Dr Suite 30-516, Prosper, TX 75078, USA
Phone (214) 923-4306
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Edward Jones - Financial Advisor: JP Nabers
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1402 S Custer Rd Ste 502, McKinney, TX 75072, USA
Phone (469) 631-0104
Directions
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Independent Financial
4 out of 5
Location 900 N Preston Rd, Prosper, TX 75078, USA
Phone (972) 548-3400
Directions
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Craig A Saunders - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 705 E 1st St, Prosper, TX 75078, USA
Phone (469) 506-1950
Directions
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Edward Jones- Francisco H Mantilla
SEC File# 801-3297
CRD# 250
Location 4710 Crossvine Dr, Prosper, TX 75078, USA
Phone (954) 632-3630
Directions
Financial Advisors in Prosper, TX

Where Certified Financial Advisors in Prosper, TX Serve

Prosper, TX is a charming town located in the heart of North Texas, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Frontier Park to the bustling Gates of Prosper shopping center, this town is a hub of activity and excitement. Some of the top employers in the area include Celina ISD, Prosper ISD, and Baylor Scott & White Medical Center. The major highways and streets that run through Prosper include US-380, Preston Road, and Coit Road, providing easy access to neighboring cities and attractions. The neighborhoods in Prosper are diverse and welcoming, ranging from the luxurious Whitley Place to the family-friendly Lakes of Prosper. With so much to offer, it's no wonder that Prosper is quickly becoming one of the most sought-after towns in North Texas.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Prosper, TX can benefit greatly from the guidance and expertise of a financial advisor. With a growing population and booming economy, many individuals and families in Prosper are looking for ways to manage their finances and plan for the future. A financial advisor can help residents navigate complex financial decisions such as retirement planning, investment strategies, and debt management. Additionally, with the recent growth in the real estate market in Prosper, a financial advisor can provide valuable insight into buying or selling property in the area. Overall, a financial advisor can help residents of Prosper, TX achieve their financial goals and secure a stable financial future.

Insurance Broker

Residents of Prosper, TX can benefit greatly from the services of an insurance broker. With the rapid growth in the area, it can be difficult to navigate the complex world of insurance policies and find the best coverage for your unique needs. An experienced insurance broker can help residents find the most comprehensive and affordable coverage options for their homes, businesses, and vehicles. Additionally, with the increasing frequency of severe weather events in the area, such as hailstorms and tornadoes, having the right insurance coverage is essential for protecting your property and finances. An insurance broker can help Prosper residents understand their options and make informed decisions that give them peace of mind in the face of unexpected events.

Retirement Planning

Residents of Prosper, TX can greatly benefit from the services of a retirement planner. With the town's growing population and booming economy, many residents are looking for guidance on how to best prepare for their future. A retirement planner can help residents create a personalized plan that takes into account their unique financial situation and goals. Additionally, a retirement planner can provide guidance on important topics such as social security, taxes, and estate planning. With the help of a retirement planner, residents of Prosper can feel confident that they are on the right track towards a secure and comfortable retirement.

Wealth Management

Residents of Prosper, TX can benefit greatly from the expertise of a wealth manager. With the town's growing economy and booming real estate market, a wealth manager can help individuals and families navigate the complexities of financial planning and investment management. Specifically, a wealth manager can provide guidance on tax-efficient investment strategies, retirement planning, and estate planning to ensure that residents are well-prepared for their financial future. In addition, with the town's proximity to the Dallas-Fort Worth area, a wealth manager can help residents take advantage of the many investment opportunities available in the region. Overall, a wealth manager can provide valuable advice and support to help residents of Prosper, TX achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Prosper, TX can benefit from the expertise of a mortgage loan officer in a number of ways. For starters, a loan officer can help residents navigate the home buying process, providing guidance on everything from pre-approval to closing. Additionally, a loan officer can work with residents to find the best mortgage product for their unique financial situation, whether that be a conventional loan or a government-backed loan like an FHA or VA loan. One specific benefit for residents of Prosper, TX is that a loan officer can help them take advantage of the area's booming housing market, which has seen significant growth in recent years. With a loan officer's help, residents can secure financing for their dream home and take advantage of all that Prosper has to offer.

Tax Services

Residents of Prosper, TX can benefit greatly from the guidance of a tax advisor. One of the most common ways a tax advisor can help is by providing expert advice on tax planning and preparation. With the ever-changing tax laws and regulations, it can be challenging for residents to stay up-to-date and ensure they are taking advantage of all available deductions and credits. A tax advisor can help residents navigate these complexities and optimize their tax situation. Additionally, Prosper is a rapidly growing city with a booming real estate market. A tax advisor can provide guidance on the tax implications of buying or selling a home in Prosper, ensuring residents are making informed decisions and minimizing their tax burden. Overall, a tax advisor can be a valuable resource for Prosper residents looking to maximize their financial well-being.

Estate Planning Lawyer

Residents of Prosper, TX can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Prosper, TX, where the population has been steadily increasing in recent years, and many residents have accumulated significant assets. An estate planning lawyer can also help residents minimize their tax liabilities and protect their assets from creditors. Additionally, an estate planning lawyer can assist with the creation of trusts and other legal instruments that can help residents provide for their families and loved ones. Overall, an estate planning lawyer can offer peace of mind and ensure that residents' wishes are carried out after they're gone.

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FAQs About Personal Financial Advisors in Prosper, TX