Wealth Management in Rockwall, TX

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List of Firms

Rockwall, TX Wealth Management Firms

Lake Point Advisory Group Rockwall Office
SEC File# 801-110687
CRD# 170398
5 out of 5
Location 1 Horizon Ct Suite A, Rockwall, TX 75032, USA
Phone (214) 771-3363
Language http://www.lakepointadvisorygroup.com/
Directions
Wilson Investment Services, LLC
Location 535 Cullins Rd, Rockwall, TX 75032, USA
Phone (972) 772-9599
Language http://www.wilsoninvestmentservices.com/
Directions
Epstein & Kolacz Wealth Management
SEC File# 801-68114
CRD# 144426
5 out of 5
Location 2600 Ridge Rd, Rockwall, TX 75087, USA
Phone (972) 771-9411
Language http://www.myekwealth.com/
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 – 12:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Kelly D Connel, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1309 Ridge Rd Suite 100, Rockwall, TX 75087, USA
Phone (972) 722-7052
Language https://www.edwardjones.com/us-en/financial-advisor/kelly-connel
Directions
Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 6130 S Farm To market 549, Rockwall, TX 75032, USA
Phone (972) 772-2393
Directions
Blueprint Wealth Management
SEC File# 801-123022
CRD# 169997
Location 930 W Ralph Hall Pkwy #102, Rockwall, TX 75032, USA
Phone (972) 772-5772
Language http://www.blueprintwealthllc.com/
Directions
OpenAir Advisers
5 out of 5
Location 749 Justin Rd, Rockwall, TX 75087, USA
Phone (214) 233-6059
Language http://www.openairadvisers.com/
Directions
Blair Financial Advisors
5 out of 5
Location 100 Lyndhurst Dr, Wylie, TX 75098, USA
Phone (972) 535-4060
Language http://www.blairfinancialadvisors.com/
Directions
Edward Jones - Financial Advisor: Starla R Howell
5 out of 5
Location 2850 Shoreline Trail Ste 301, Rockwall, TX 75032, USA
Phone (972) 772-0407
Language https://www.edwardjones.com/us-en/financial-advisor/starla-howell
Directions
Wealth Management in Rockwall, TX

Where Wealth Management Advisors in Rockwall, TX Serve

Rockwall, TX is a vibrant city located in the heart of Texas, bursting with life and activity. Home to a plethora of landmarks, it is a city that is rich in history and culture. The Rockwall County Courthouse, built in 1940, is a prominent landmark that dominates the city's skyline. It is a stunning example of Art Deco architecture and is listed on the National Register of Historic Places. The city is also home to the Rockwall Harbor, a beautiful waterfront development that features a variety of shops, restaurants, and entertainment venues. Rockwall is a hub of economic activity, with many top employers calling the city home. Some of the largest employers in the area include Texas Health Presbyterian Hospital, Rockwall Independent School District, and Walmart. These employers provide jobs to thousands of residents and contribute significantly to the local economy. The city is well-connected by major highways and streets, making it easy to get around.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Rockwall, TX can benefit from a bank in numerous ways. For instance, banks in Rockwall, TX offer a range of financial services, including checking and savings accounts, loans, and credit cards. Additionally, banks in the area provide online banking services, which allow residents to manage their finances from the comfort of their homes. Furthermore, residents of Rockwall, TX can benefit from the banks' financial expertise, as they can receive guidance on managing their finances and investing their money wisely. Moreover, banks in Rockwall, TX are often involved in community outreach programs, which help to improve the lives of residents and promote economic growth in the area. Overall, banks in Rockwall, TX play a vital role in the financial well-being of the community, providing residents with the resources and support they need to achieve their financial goals.

Insurance Broker

Residents of Rockwall, TX can benefit from the expertise of an insurance broker in many ways. For instance, an insurance broker can help them navigate the complex world of insurance policies, ensuring that they get the best coverage for their needs. In Rockwall, TX, where natural disasters such as tornadoes and hailstorms are common, an insurance broker can help residents find policies that protect their homes and properties against such risks. Moreover, an insurance broker can advise residents on the most cost-effective insurance options, which is particularly important in Rockwall, TX, where the cost of living is relatively high. Additionally, an insurance broker can assist residents in filing claims and negotiating with insurance companies, which can be a daunting task for those who lack experience in dealing with insurance matters. Overall, an insurance broker can provide invaluable support to residents of Rockwall, TX, helping them secure the protection they need and deserve.

Retirement Planning

Residents of Rockwall, TX can benefit greatly from the services of a retirement planner. With an aging population and a growing demand for financial planning, a retirement planner can help Rockwall residents navigate the complex world of retirement savings and investments. Specifically, a retirement planner can assist residents in Rockwall with creating a personalized retirement plan that takes into account their unique financial goals and circumstances. This may involve developing a comprehensive investment strategy, identifying tax-efficient savings vehicles, and ensuring that their retirement income is sustainable over the long-term. In addition, a retirement planner can provide guidance on estate planning and other important legal considerations, such as Medicaid planning. With the expertise and guidance of a retirement planner, residents of Rockwall can feel confident about their financial future and enjoy a comfortable retirement.

Financial Advisor

Residents of Rockwall, TX can benefit from the expertise of a financial advisor in a multitude of ways. One specific area where a financial advisor can be particularly helpful is in navigating the unique tax laws of Texas. With no state income tax, Texas residents often have a complex tax situation that requires careful planning and strategy. A financial advisor can help residents of Rockwall, TX to optimize their tax situation, ensuring they are taking advantage of all available deductions and credits. Additionally, a financial advisor can assist with retirement planning, investment management, and estate planning, providing residents with the tools and knowledge they need to achieve their financial goals and secure their financial future. By partnering with a skilled financial advisor, residents of Rockwall, TX can gain peace of mind and confidence in their financial decisions.

Mortgage Loan Officer

Residents of Rockwall, TX could benefit from a mortgage loan officer in a variety of ways. For example, a mortgage loan officer could help residents secure a loan to purchase a home in Rockwall, a city known for its beautiful lakefront properties and charming downtown area. Additionally, a mortgage loan officer could assist residents in refinancing their current mortgages, potentially saving them money on monthly payments. With the growing population in Rockwall, there is a high demand for housing, and a mortgage loan officer could help residents navigate the competitive housing market and find the best mortgage option for their unique financial situation. Furthermore, Rockwall is home to many small businesses, and a mortgage loan officer could provide guidance on obtaining commercial mortgages for entrepreneurs looking to start or expand their businesses in the area. Overall, a mortgage loan officer can play a crucial role in helping residents achieve their homeownership and financial goals in Rockwall, TX.

Tax Services

Residents of Rockwall, TX could greatly benefit from the services of a tax advisor in a variety of ways. For instance, a tax advisor could help individuals navigate the complexities of the Texas tax system, which can be particularly challenging due to the state's unique tax laws and regulations. Additionally, a tax advisor could assist Rockwall residents in identifying tax breaks and deductions that they may be eligible for, such as those related to property taxes or small business expenses. Furthermore, a tax advisor could provide guidance on how to minimize tax liabilities and avoid costly mistakes, which can be especially important for those who are self-employed or have complex financial situations. Overall, a tax advisor can be an invaluable resource for Rockwall residents seeking to optimize their tax situation and achieve greater financial security.

Estate Planning Lawyer

Residents of Rockwall, TX can benefit from the expertise of an estate planning lawyer in several ways. For instance, due to the city's rapid growth and development, it is essential for residents to have a comprehensive estate plan that reflects their current financial and personal circumstances. An estate planning lawyer can help residents create a will, establish trusts, and make provisions for their loved ones in the event of their death. Additionally, an estate planning lawyer can help residents navigate the complex legal requirements for estate planning in Texas, such as the state's unique probate laws. With an estate planning lawyer's guidance, Rockwall residents can ensure that their assets are protected, their loved ones are provided for, and their final wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Rockwall, TX can provide a plethora of wealth management services to their clients. For instance, they can help with investment planning, retirement planning, estate planning, tax planning, and risk management. The wealth manager can also assist in creating a customized financial plan based on the client's goals, risk tolerance, and financial situation. Additionally, the wealth manager can provide advice on various investment vehicles, such as stocks, bonds, mutual funds, and exchange-traded funds. One unique aspect of Rockwall, TX is the city's vibrant downtown area, which is home to numerous restaurants, shops, and art galleries. The wealth manager can leverage this local knowledge to help their clients invest in the local economy and support small businesses. In conclusion, a wealth manager in Rockwall, TX can provide comprehensive wealth management services, tailored to the client's specific needs and goals, while also utilizing their knowledge of the local economy to help clients invest in their community.

Rockwall, TX is the best place to get a wealth manager due to its thriving economy and diverse population. The city is home to a vast array of businesses and industries, ranging from healthcare to technology, which provides a wealth of opportunities for investors. Additionally, Rockwall boasts a highly educated and affluent population, which means that there is a high demand for financial services. With so many options available, it can be difficult to navigate the investment landscape without the help of a professional. A skilled wealth manager in Rockwall can provide customized solutions tailored to each client's unique needs and goals. From retirement planning to tax optimization, a wealth manager can help clients maximize their returns and minimize their risks. Overall, Rockwall's robust economy and affluent population make it an ideal location to find a top-notch wealth manager.