Find a Financial Advisor in Kaufman County, TX

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We Only Work With The Best Kaufman County Financial Advisors

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

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All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Kaufman County, TX

  • Financial Advisor Close to Kaufman County, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Kaufman County, TX

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Kaufman County, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Kaufman County financial advisors.
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How Retirement-Friendly is Kaufman County, TX?

  • Population: 123,804
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $196,400
  • Average Monthly Housing Cost: $1,169
  • Average Household Income: $86,500
  • 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.)


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The Top Financial Advisor Firms in Kaufman County, TX

 

 


Kaufman County, TX Financial Advisor FAQs

Kaufman County occupies a total area of 905 square miles, making it the 149th largest county in Texas. Kaufman County is located in Northeast Texas, within the Dallas-Fort Worth Metroplex. The top employer in Kaufman County, Texas is Walmart, with over 2,000 employees and annual revenue of $480 million. Kaufman County, Texas is best known for its location. It is located in the middle of the state and is close to many major cities, including Dallas and Fort Worth. Kaufman County is also home to some major attractions, such as Six Flags Over Texas and Hurricane Harbor. It's important to reach out to only the trusted financial advisors in your area. That's why we've got a couple of financial advisors serving in Kaufman County to introduce you to them. Kaufman County is in the state of Texas's northeastern region. Terrell, the county seat, is located thirty miles east of Dallas. Key elements of the area's economy are the various manufacturing and trading companies, agribusiness and tourism. Explore trusted financial advisors close by as provided in the links below.

Financial advisors typically help people to grow their wealth by making informed decisions about investments across the spectrum of different types of investment such as stocks and shares, bonds, or property. They also often offer other services such as retirement planning or life assurance policies to name just a few.

Find a candidate's track record and talk to past clients. Ask what they specialize in so you can get a hint if they match your needs.

Financial advisors collect various types of fees, commissions and allowances from their services. The total fee can vary depending on the type of adviser and their qualifications, but no two advisers charge exactly the same amount for identical services.

The first thing to find out is the advisor's investment style, which you can do by asking what types of stocks and bonds they recommend. Next, ask how much risk you should be willing to take on.


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