Best Financial Advisors in Kaufman County, TX

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List of Firms

Kaufman County, TX Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Chelli Draughon
SEC File# 801-3297
CRD# 250
Location 2311 S Washington St B, Kaufman, TX 75142, USA
Phone (972) 932-8139
Directions
Pierce, Barry J CPA
5 out of 5
Location 1004 S Washington St Ste 100, Kaufman, TX 75142, USA
Phone (972) 932-9086
Directions
Smith Financial & Associates P.C.
5 out of 5
Location 411 N McGraw St, Forney, TX 75126, USA
Phone (972) 564-4011
Directions
Empowered Finances
Location 112 N Washington St, Kaufman, TX 75142, USA
Phone (469) 770-9800
Directions
Generations Financial Management
5 out of 5
Location 6760 Horizon Rd Suite 100, Heath, TX 75032, USA
Phone (972) 722-2609
Directions
Gregory Colin Parsons - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1900 S Washington St Ste C, Kaufman, TX 75142, USA
Phone (972) 932-1010
Directions
Edward Jones - Financial Advisor: Andreia K Reese
SEC File# 801-3297
CRD# 250
Location 409 W High St, Terrell, TX 75160, USA
Phone (972) 563-1417
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Cassie Perry - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 102 W Moore Ave, Terrell, TX 75160, USA
Phone (214) 863-6078
Directions
YWRD, P.C. CPA
Location 109 N Jackson St, Kaufman, TX 75142, USA
Directions
Carol Dogans - Financial Advisor, Ameriprise Financial Services, LLC
Location 1010 W Ralph Hall Pkwy Ste 112, Rockwall, TX 75032, USA
Phone (817) 426-8515
Directions
Financial Advisors in Kaufman County, TX

Where Certified Financial Advisors in Kaufman County, TX Serve

Kaufman County, TX is a bustling area with a rich history and diverse population. Some of the most notable landmarks include the Kaufman County Courthouse, the Kaufman County Poor Farm, and the Kaufman County Veterans Memorial. The top employers in the area include Walmart, the Kaufman Independent School District, and the Texas Department of Criminal Justice. Major highways and streets in Kaufman County include Highway 175, Highway 34, and FM 148. The county is also home to several vibrant neighborhoods, including Forney, Terrell, and Kemp. With its mix of small-town charm and big-city amenities, Kaufman County is a great place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kaufman County, TX would greatly benefit from the expertise of a financial advisor in managing their finances. One specific way in which a financial advisor could help residents of Kaufman County is by providing guidance on how to prepare for natural disasters. Kaufman County is located in a region that is prone to severe weather conditions, including tornadoes, floods, and hurricanes. A financial advisor can help residents create an emergency fund, obtain adequate insurance coverage, and develop a disaster preparedness plan. Additionally, a financial advisor can provide guidance on how to invest in a way that is aligned with residents' financial goals and risk tolerance, while taking into account the potential impact of natural disasters on their investments. Overall, a financial advisor can be an invaluable resource for residents of Kaufman County, helping them to achieve financial stability and peace of mind.

Insurance Broker

Residents of Kaufman County, TX can benefit greatly from the services of an insurance broker. One of the most common ways that an insurance broker can help is by finding the best insurance policies for their clients. This is especially important in Kaufman County, where residents face unique challenges such as the risk of tornadoes and severe weather. An insurance broker can help residents find policies that provide coverage for these types of events, as well as other risks such as flooding or fire damage. Additionally, an insurance broker can help residents navigate the complex world of insurance policies and ensure that they are getting the best coverage for their needs and budget. Overall, an insurance broker can be an invaluable resource for residents of Kaufman County, TX who want to protect themselves and their families from unexpected events.

Retirement Planning

Residents of Kaufman County, TX can greatly benefit from the services of a retirement planner. A retirement planner can help residents of Kaufman County, TX prepare for their future by providing guidance on how to save, invest, and plan for retirement. One specific way that a retirement planner can help residents of Kaufman County, TX is by providing guidance on how to navigate the unique challenges that come with living in a rural area. Kaufman County, TX has a large rural population, and many residents may not have access to the same resources and services that are available in more urban areas. A retirement planner can help residents of Kaufman County, TX identify and take advantage of the resources that are available to them, and can help them make informed decisions about how to plan for their retirement in a way that is tailored to their unique needs and circumstances.

Wealth Management

Residents of Kaufman County, TX could benefit from the services of a wealth manager in a number of ways. One common way is by helping to plan for retirement. Kaufman County has a growing population of retirees, and a wealth manager can help ensure that they have enough money saved to live comfortably during their golden years. Another way a wealth manager can assist is by providing guidance on investments. Many residents in Kaufman County may have inherited property or received a windfall, and a wealth manager can help them make smart decisions about how to invest that money. Additionally, Kaufman County is home to many small business owners who may need help managing their finances. A wealth manager can provide valuable advice on everything from budgeting to tax planning, helping these entrepreneurs to grow their businesses and achieve financial success.

Mortgage Loan Officer

Residents of Kaufman County, TX can benefit from the expertise of a mortgage loan officer in several ways. One of the most common ways is by assisting them in finding the best mortgage rates and terms for their home purchase. Kaufman County is known for its diverse real estate market, with a mix of urban and rural areas, and a mortgage loan officer can help residents navigate this market and find the right loan for their needs. Additionally, a loan officer can provide guidance on the home buying process, including pre-approval, down payments, and closing costs. With the help of a mortgage loan officer, residents of Kaufman County can make informed decisions about their home purchase and achieve their dream of homeownership.

Tax Services

Residents of Kaufman County, TX would greatly benefit from the services of a tax advisor. With the county's growing population and diverse economy, tax laws and regulations can be complex and confusing. A tax advisor can assist residents in navigating these complexities, ensuring they are in compliance with state and federal tax laws. Additionally, Kaufman County has a large number of small businesses, which can benefit from tax planning and advice on how to minimize tax liability. A tax advisor can also provide guidance on estate planning, retirement planning, and other financial matters that can have significant tax implications. By working with a tax advisor, residents of Kaufman County can ensure they are making informed decisions and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Kaufman County, TX can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that these lawyers can help is by creating a comprehensive estate plan that takes into account the unique needs and circumstances of each individual. This can include drafting wills, trusts, and other legal documents that ensure that assets are distributed according to the individual's wishes and that loved ones are taken care of after their passing. In Kaufman County, TX, where many residents own rural properties and farms, an estate planning lawyer can also help with succession planning and ensuring that these assets are passed down to the next generation in a way that minimizes taxes and legal complications. Overall, an estate planning lawyer can provide peace of mind and security for individuals and families in Kaufman County, TX.

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FAQs About Personal Financial Advisors in Kaufman County, TX