Best Financial Advisors in Westlake, TX

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Westlake, TX Fiduciary Financial Advisors

Fidelity Investments - Corporate Office
SEC File# 801-112027
CRD# 288590
5 out of 5
Location 1 Destiny Way, Westlake, TX 76262, USA
Phone (800) 343-3548
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
Startup Financial Model
Location 550 Reserve St, Southlake, TX 76092, USA
Phone (833) 467-4824
Pride Financial Advisors
SEC File# 801-80938
CRD# 174901
Location 420 Charles St, Keller, TX 76248, USA
Phone (682) 593-7321
Granite Financial Group, Inc
SEC File# 801-116752
CRD# 168675
5 out of 5
Location 1670 Keller Pkwy #200, Keller, TX 76248, USA
Phone (817) 379-9323
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Southlake Capital
5 out of 5
Location 1750 Sleepy Hollow Trail, Grapevine, TX 76092, USA
Phone (817) 329-5950
IWS Inc
Location Roanoke, TX 76262, USA
Phone (817) 490-0777
Prestige Wealth Management
5 out of 5
Location 2011 Kirkwood Blvd Suite 100, Southlake, TX 76092, USA
Phone (817) 637-8121
John R Thane - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2840 W Southlake Blvd Ste 120, Southlake, TX 76092, USA
Phone (817) 552-3112
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
Gregory Farber - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 640 N S Carroll Ave Ste 100, Southlake, TX 76092, USA
Phone (817) 918-3036
HearthStone Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2840 W Southlake Bldv Ste 120, Southlake, TX 76092, USA
Phone (817) 447-6464
ProWealthAdvisor
Location 99 Trophy Club Dr, Trophy Club, TX 76262, USA
Phone (682) 514-9010
JS Wealth Management
Location 1204 Plantation Dr, Southlake, TX 76092, USA
Phone (972) 833-1550
Joseph T. Barron, Jr. Primerica Regional Vice President
Location 99 Trophy Club Dr, Trophy Club, TX 76262, USA
Phone (817) 430-5888
Western & Southern Life Insurance Company
SEC File# 801-113946
CRD# 8099
4 out of 5
Location 1301 Solana Blvd #1529, Westlake, TX 76262, USA
Phone (817) 261-0350
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
Edward Jones - Financial Advisor: Brent D McIlvain, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 241 E Southlake Blvd Suite 140, Southlake, TX 76092, USA
Phone (817) 442-9809
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
Keener Financial Planning
SEC File# 801-115127
CRD# 147615
5 out of 5
Location 1692 Keller Pkwy, Keller, TX 76248, USA
Phone (817) 993-0401
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Peak Financial Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2840 W Southlake Blvd Ste 120, Southlake, TX 76092, USA
Phone (817) 522-3112
metroplex wealth
Location 1100 Kimball Ave Ste. 100, Southlake, TX 76092, USA
Phone (817) 601-5272
Prosperity Wealth Management, LLC - Matthew Gallagher, CFP
Location 1500 Corporate Cir Ste #6, Southlake, TX 76092, USA
Phone (817) 400-4486
Kyle Cotton - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 950 E State Hwy 114 Ste 100, Southlake, TX 76092, USA
Phone (817) 722-2458
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 181 Grand Ave #218, Southlake, TX 76092, USA
Provident Financial Planning, LLC
SEC File# 801-123142
CRD# 291830
Location 1560 E Southlake Blvd Suite 100, Southlake, TX 76092, USA
Phone (469) 500-5200
Mills Wealth Advisors
SEC File# 801-110251
CRD# 159251
5 out of 5
Location 1207 S White Chapel Blvd #150, Southlake, TX 76092, USA
Phone (817) 416-7300
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
Raymond James
5 out of 5
Location 1130 N Carroll Ave, Southlake, TX 76092, USA
Phone (817) 310-7880
Edward Jones - Financial Advisor: Scott D Blattner, AAMS¿
SEC File# 801-3297
CRD# 250
5 out of 5
Location 600 Byron Nelson Blvd Ste 600, Roanoke, TX 76262, USA
Phone (817) 491-8822
Kyle Coleman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 550 Reserve St #190, Southlake, TX 76092, USA
Phone (817) 479-0141
Retirement Plan Management
Location 111 Quest Ct, Keller, TX 76248, USA
Phone (817) 562-2655
Merrill Lynch Wealth Management Advisor Austin Gansky
Location 286 Grand Ave Suite 200, Southlake, TX 76092, USA
Phone (817) 410-4944
Edward Jones - Financial Advisor: Brandon J Dillman
SEC File# 801-3297
CRD# 250
Location 320 S Oak St Ste 208, Roanoke, TX 76262, USA
Phone (682) 514-9742
Morgan Stanley Financial Advisors
4 out of 5
Location 1400 Civic Pl Suite 200, Southlake, TX 76092, USA
Phone (817) 416-4400
Merit Financial Advisors
SEC File# 801-67462
CRD# 142457
Location 2625 E Southlake Blvd #100, Southlake, TX 76092, USA
Phone (817) 267-9480
Quarterback Financial Group
Location 2121 Canyon Park Dr, Southlake, TX 76092, USA
Phone (817) 416-5495
Solutions 4 Wealth
SEC File# 801-121358
CRD# 143248
Location 566 Kimball Ave suite 120, Southlake, TX 76092, USA
Phone (817) 934-7010
Preservation Financial, LLC
5 out of 5
Location 300 Main St, Roanoke, TX 76262, USA
Phone (817) 285-7333
Joe Graff - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2840 W Southlake Blvd Ste 120, Southlake, TX 76092, USA
Phone (817) 552-3112
Heritage Financial Planning
SEC File# 801-80348
CRD# 131525
Location 2920 W Southlake Blvd #140, Southlake, TX 76092, USA
Phone (817) 410-2500
Merrill Lynch Wealth Management Advisor Ryan M Johnson
Location 286 Grand Ave Suite 200, Southlake, TX 76092, USA
Phone (817) 410-4942
Sullivan Financial Partners
4 out of 5
Location 1330 N White Chapel Blvd #200, Southlake, TX 76092, USA
Phone (817) 431-2217
Kma Wealth & Investments Inc
Location 108 Ellicott Dr, Roanoke, TX 76262, USA
Phone (817) 491-9223
Foundation Wealth Partners
5 out of 5
Location 700 N Carroll Ave Suite 120, Southlake, TX 76092, USA
Phone (817) 754-1790
Bering Financial
SEC File# 801-80344
CRD# 169329
Location 546 Silicon Dr Ste 103, Southlake, TX 76092, USA
Phone (817) 571-2626
Benge Financial Group
SEC File# 801-76667
CRD# 164109
Location 112 N Oak St, Roanoke, TX 76262, USA
Phone (817) 809-8041
Waters Financial Planning
5 out of 5
Location 1312 Powder River Trail, Southlake, TX 76092, USA
Phone (817) 251-6610
Astoria Strategic Wealth, Inc.
5 out of 5
Location 4509 St Clair Ct, Flower Mound, TX 75022, USA
Phone (512) 663-2303
Riley Wealth Advisors, LLC
SEC File# 801-121467
CRD# 310313
Location 700 N Carroll Ave #110, Southlake, TX 76092, USA
Phone (817) 870-4680
Waddell & Reed, Inc.
5 out of 5
Location 1050 E State Hwy 114 #5256, Southlake, TX 76092, USA
Phone (817) 310-5545
Westlake Wealth Management
2 out of 5
Location 310 S Oak St, Roanoke, TX 76262, USA
Phone (682) 888-6144
Edward Jones - Financial Advisor: Chad D Mayer
SEC File# 801-3297
CRD# 250
Location 301 Trophy Branch Dr #210, Trophy Club, TX 76262, USA
Phone (682) 831-9922
Edward Jones - Financial Advisor: Ken Thomason
SEC File# 801-3297
CRD# 250
Location 660 N Carroll Ave Suite 100, Southlake, TX 76092, USA
Phone (817) 416-6677
Clintsman Financial Planning
SEC File# 801-79101
CRD# 120293
Location 1900 W Kirkwood Blvd Suite 2500C, Southlake, TX 76092, USA
Phone (817) 410-8200
ANCHORY LLC
Location 550 Reserve St Suite 190, Southlake, TX 76092, USA
Phone (817) 203-7325
Merrill Lynch Wealth Management Advisor Chad E Fox
Location 286 Grand Ave Suite 200, Southlake, TX 76092, USA
Phone (817) 442-1002
Terry Clark - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 950 E State Hwy 114 Ste 100, Southlake, TX 76092, USA
Phone (817) 722-2463
Andrew Carroll - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 640 N Carroll Ave Ste 100, Southlake, TX 76092, USA
Phone (817) 918-3036
Capital West Financial Advisors
5 out of 5
Location 335 Keller Pkwy, Keller, TX 76248, USA
Phone (817) 431-9507
Paradigm Wealth Management - Trophy Club
Location 502 N Carroll Ave Suite 100, Southlake, TX 76092, USA
Phone (682) 237-2525
Aspen Wealth Management
SEC File# 801-114243
CRD# 159594
Location 1110 Kimball Ave Suite 120, Southlake, TX 76092, USA
Phone (817) 546-6353
Merrill Lynch Wealth Management Advisor Jeffery D Price
Location 286 Grand Ave Suite 200, Southlake, TX 76092, USA
Phone (817) 410-4940
Paradigm Wealth Managment
Location 502 N Carroll Ave Suite 100, Southlake, TX 76092, USA
Phone (817) 912-1342
Omega Squared Wealth Management
Location 550 Reserve St Suite 190, Southlake, TX 76092, USA
Phone (817) 500-0556
Financial Advisors in Westlake, TX

Where Certified Financial Advisors in Westlake, TX Serve

Westlake is a city in Texas located approximately 20 miles west of downtown Dallas. Some notable landmarks in Westlake include the Four Seasons Resort and Club Dallas at Las Colinas, the Westin Dallas Park Central, and the Toyota Music Factory. Some of the top employers in Westlake include Southwest Airlines, AT&T, and Liberty Mutual Insurance. The major highways and streets in Westlake include Interstate 635, State Highway 114, and State Highway 183. The neighborhoods in Westlake include Las Colinas, Irving, and Coppell.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Westlake, TX residents have a variety of services to choose from when it comes to banking. Banks can provide residents with products and services that include checking and savings accounts, loans, mortgages, and credit cards. Residents should take the time to shop around for the best bank that fits their needs.

Insurance Broker

Westlake, TX residents know that insurance brokers can be a great resource when it comes to finding the right insurance policy. Brokers have access to a variety of policies from different providers, and they can help you find the one that best suits your needs. They can also help you compare rates and find discounts on your policy.

Retirement Planning

Westlake, TX residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you create a plan that fits your unique needs and circumstances, and they can also provide valuable guidance along the way. There are many things to consider when planning for retirement, and it's important to have a solid plan in place so that you can feel confident about your future. Working with a financial advisor is one of the best ways to make sure that your retirement planning is on track.

Wealth Management

Westlake, TX is one of the wealthiest cities in the United States. This is due in part to its proximity to Dallas and Fort Worth, two of the largest metropolitan areas in the country. While this affluence brings with it many benefits, it can also create a number of challenges for residents. One such challenge is how to manage one's wealth effectively and efficiently. That's where wealth management comes in. Wealth management is a field that helps individuals and families make the most of their money by providing a variety of services, including investment advice, estate planning, and tax planning. Wealth management can be an invaluable resource for Westlake residents who want to make sure their hard-earned money works as hard for them as they do.

Estate Planning Lawyer

Westlake, TX residents can benefit from the services of estate planning lawyers. These professionals can help individuals create wills and trusts, which can make the transfer of assets much easier in the event of a person's death. In addition, estate planning lawyers can also help families protect their loved ones in the event that something happens to them.

Mortgage Loan Officer

Mortgage loan officers in Westlake, TX can help residents by providing them with the best home loans. These loans are designed to make it easier for people to purchase a home, and they come with a variety of benefits. Some of these benefits include lower interest rates, no origination fees, and no prepayment penalties. In addition, mortgage loan officers can also help residents refinance their current home loan or obtain a second mortgage.

Tax Services

Westlake, TX residents can benefit from the help of tax accountants in order to ensure that they are getting the best return on their taxes. Tax accountants are experts in their field and can help residents save money on their taxes by ensuring that they take advantage of all the deductions and credits available to them. In addition, tax accountants can help residents plan for future years, so that they can minimize their taxes paid as much as possible.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Westlake, TX