Allen, TX Financial Advisors and Resources



Financial Advisor Firms in Allen, TX


SOFOS INVESTMENTS, INC.

Website

(180) 092-9722

825 Watters Creek Blvd.
Bldg. M, Ste. 250
Allen, TX 75013

SEC#: 801-109923
Years in Business: 4 years

WEALTH MANAGEMENT GROUP, LLC

Website

(214) 644-2560

700 Central Expressway South
Suite 210
Allen, TX 75013

SEC#: 801-78334
Years in Business: 8 years

ADVISOR RESOURCE COUNCIL

Website

(973) 332-1523

1333 W Mcdermott St
Ste 150
Allen, TX 75013

SEC#: 801-76667
Years in Business: 9 years

ROYAL FUND MANAGEMENT, LLC

Website

(352) 750-1637

1529 Bethlehem Road

Allen, TX 75002

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(352) 750-1637

1529 Bethlehem Road

Allen, TX 75002

SEC#: 801-77918
Years in Business: 8 years

ROYAL FUND MANAGEMENT, LLC

Website

(352) 750-1637

1529 Bethlehem Road

Allen, TX 75002

SEC#: 801-77918
Years in Business: 8 years

HARBOR FINANCIAL SERVICES, LLC

Website

(972) 332-8568

1333 West Mcdelmott

Allen, TX 75013

SEC#: 801-65811
Years in Business: 15 years

APOLLON WEALTH MANAGEMENT, LLC

Website

(843) 579-0018

311 Phoebe Drive

Allen, TX 75013

SEC#: 801-112350
Years in Business: 3 years

ROYAL FUND MANAGEMENT, LLC

Website

(352) 750-1637

1529 Bethlehem Road

Allen, TX 75002

SEC#: 801-77918
Years in Business: 8 years


How Retirement-Friendly is Allen, TX?

  • Population: 101,699
  • % of Population 62 Years and Over: 11.9%
  • Average Home Value: $314,800
  • Average Monthly Housing Cost: $1,754
  • Average Household Income: $131,204
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


Allen, TX Financial Advisor FAQs

If the idea of managing your own savings is too daunting or difficult, then it's worth looking into hiring a financial advisor for some help.
It depends largely on the advisor's qualifications, the type of service they provide, and how much work is required from them.
Financial advisors help people to invest, save, and increase their wealth for their future.
Good questions to ask an advisor are typically very specific about your personal situation. For example, asking how one may invest in retirement accounts will yield different answers depending on if the person is looking for help with 401ks or IRA's. The best question askers are those who can answer what do I need to know rather than simply how do I make money? It helps to show what you already know when you don't have all the knowledge or finances to invest yet.