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Jaime Galvan

CFP®

Partner 9.78 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Spectrum Strategies, L.L.C.

13455 Noel Road, 20th floor
Dallas, TX 75240
(972) 455-4346

Sean P. Kelleher

CFP®, EA

Principal 7.06 Miles

Specialties: Comprehensive Financial Planning, Career Change, Investment Management, Getting Divorced,...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Riverchase Wealth Management, LLC

3419 Cross Timbers Road, Suite 105
Flower Mound, TX 75028
(972) 471-9013

Bryan Clintsman

CFP®

Founder 9.4 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Clintsman Financial Planning

1900 W Kirkwood Blvd, Ste 2500C
Southlake, TX 76092
(817) 410-8200

Ted D. Snow

CFP®

9.66 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Snow Financial Group, LLC

12404 Park Central Drive, Suite 125-S
Dallas, TX 75251
(469) 522-4056

Debra Keitzer Outlaw

CFP®

Chief Financial Officer 7.37 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Financial Advisor serving Coppell, Texas and the surrounding communities.

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251
972-770-4800

Trudy R. Turner

CPA/PFS, CFP®, CPWA®

VP, Senior Wealth Manager 7.34 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Goldman Sachs Personal Financial Management

5810 Tennyson Parkway, Suite 200
Plano, TX 75024
(972) 441-8064
CONNECT WITH Trudy
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Michael A. Mills

CFP®, CLU®, CFS

Wealth Manager 8.37 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change,...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Mills Wealth Advisors, LLC

1207 South White Chapel, Ste 150
Southlake, TX 76092
(817) 416-7300

Christie S. Williams

CFP®

President 7.37 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Dan Mauck

CFP®

7.9 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Bradley W. Hall

CFP®

Wealth Manager 6.95 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Waddell & Reed/LPL Financial

500 N Carroll Ave Ste 100
Southlake, TX 76092
(817) 369-3199

Mandy Sessler

CFP®

Wealth Advisor 6.96 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Buckingham Strategic Wealth

1900 W Kirkwood Blvd, Unit 2500C
Southlake, TX 76092-2248
(817) 410-8200

Ashley A. Parks

CFP®

Certified Financial Planner Professional 8.61 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Martin Financial Group

3030 Lyndon B Johnson Fwy, Suite 1450
Dallas, TX 75234
(214) 522-4245

Casey M. Kupper

CFP®, CFA, CAIA®

7.5 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Corporate...More

Financial Advisor serving Coppell, Texas and the surrounding communities.

Cadent Capital, LLC

105 Decker Dr., Suite 450
Irving, TX 75062
(972) 441-4554

Chandler Ferguson

CFP®

Associate Planner 7.37 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Coppell, Texas and the surrounding communities.

Mercer Advisors

1801 E. Cabrillo
Santa Barbara, CA 93108
(480) 588-9084

Mark H. LaDrew

CFP® MBA

Financial Advisor 6.95 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Waddell & Reed

500 N. Carroll Ave., Ste. 100
Southlake, TX 76092
(817) 369-3199

Allison G. Geiger

CFP®

Financial Planner 7.37 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

Financial Advisor serving Coppell, Texas and the surrounding communities.

Heritage Financial Planning

10440 N Central Expy, Ste 1540
Dallas, TX 75231-2267
(214) 446-2100

Albert E. Dean, III

CFP®, EA

Principal 7.06 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Riverchase Wealth Management, LLC

3419 Cross Timbers Rd, Ste 105
Flower Mound, TX 75028
(972) 471-9013

Jarrod A. Upton

MBA, MS, CFP®

COO & Sr. Consultant 7.34 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Herbers & Company

5604 Texas Trl
Colleyville, TX 76034-3444
+ 1 More Address

Herbers & Company

5604 Texas Trl
Colleyville, TX 76034
(972) 974-5135

Randall S. Crimmings

CFP®

6.96 Miles

Specialties:

Financial Advisor serving Coppell, Texas and the surrounding communities.

Clintsman Financial Planning

1900 W Kirkwood Blvd, Ste 2500C
Southlake, TX 76092
817-410-8200

Kyle Imhof

CFP®

Wealth Advisor 6.96 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Buckingham Strategic Wealth

1900 W KIRKWOOD BLVD, SUITE 2500C
Southlake, TX 76092
(817) 890-9131
CONNECT WITH Kyle
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Jeremy J. Newton

CFP®

Owner 7.57 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

LPL Financial

2900 Villiage Pkwy, ste 350
Lewisville, TX 75077-3332
(214) 613-1541

Jennifer Pritchard

CFP®

Financial Planner 8.79 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Bannerman Wealth

2560 King Arthur Blvd Suite 124-46
Lewisville, TX 75056
2149194448
CONNECT WITH Jennifer
  • linkedin link

Greg M. Lanier

CFP®

6.97 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Clintsman Financial Planning

660 N Carroll Ave., Ste. 140
Southlake, TX 76092
18174108200

Charles R. Elhoff, Jr.

CFP®, ChFC,CLU

Owner/Financial Advisor 5.8 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Virtus Wealth Management, LLC

2535 E. Southlake Blvd., Suite 100
Southlake, TX 76092
(866) 407-4320
+1 More Number
(817) 717-3812

William Perryman

CPA, CFP®

7.37 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Financial Advisor serving Coppell, Texas and the surrounding communities.

Perryman Financial Advisory

12221 Merit Dr, Ste 1660
Dallas, TX 75251
(888) 666-0476
+1 More Number
(972) 770-4800

Rodney Jarrell

CPA, CFP®

CEO 8.46 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Coppell, Texas and the surrounding communities.

Lakeview Financial Solutions

2340 E. Trinity Mills Rd., Suite 300
Carrollton, TX 75006
(214) 764-7755

Chris Mankoff

CFP®

6.74 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

5700 Tennyson Pkwy, Suite 300
Plano, TX 75024
(972) 800-2321

Paul S. Michel

CFP®

Fiduciary Advisor 6.57 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Provident Financial Planning

1560 E Southlake Blvd, Ste 100
Southlake, TX 76092-6462
(469) 500-5200

Carl Amos Johnson

MBA, CFP®, AIF®

CEO 7.34 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Coppell, Texas and the surrounding communities.

Grove Street Fiduciary, LLC

2094 Black Hawk Lane
Dixon, IL 61021
+ 1 More Address

Grove Street Fiduciary, LLC

20 Grove Street
Peterborough, NH 03458
(800) 258-9939
CONNECT WITH Carl
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Matthew Brown

CFP®

Financial Planner 8.36 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Financial Advisor serving Coppell, Texas and the surrounding communities.

Mills Wealth Advisors

1207 S. WHITE CHAPEL BLVD, STE. 150
SOUTHLAKE, TX 76092
(817) 416-7300
CONNECT WITH Matthew
  • linkedin link