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Carol A. Anderson

CFP®

Vice President Sr Wealth Planner 4.24 Miles

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Merrill Lynch

Merrill Lynch, Suite 2000
DALLAS, TX 75206
(214) 750-2005

Christopher Currin

CFP®

4.84 Miles

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

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

Mercer Advisors

8117 Preston Rd Ste 700
Dallas, TX 75225-6327
(877) 799-4647
+1 More Number
(469) 300-9868

John A. Kvale

CFP®, CFA

President 5.5 Miles

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

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

J.K. Financial, Inc.

8222 Douglas Ave, Suite 590
Dallas, TX 75225
(214) 706-4300

Colleen M. Bowler

CFP®

Co-Founder 11.73 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

4331 Brookview Dr
Dallas, TX 75220
(972) 754-4721

Christie S. Williams

CFP®

President 10.13 Miles

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

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

Lee Financial Corporation

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

Michael Shockley

CFP®, J.D., MBA

5.44 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Corient

5950 Sherry Lane, Ste 600
Dallas, TX 75225
(214) 360-7000

Mark McClanahan

CFP®

Advisor 5.46 Miles

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

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

Corient

5950 Sherry Ln, Ste 600
Dallas, TX 75225-6562
(214) 360-7000

Ashley Bogard Parks

CFP®

Certified Financial Planner Professional 9.71 Miles

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

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

Martin Financial Group

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

Ken Painter

CFP®

CEO 6.17 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Cross-border Planning,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Strata Wealth Advisors, LLC

8750 N. Central Expressway, Ste 1875
Dallas, TX 75231
214-420-7020

Lora J. Hoff

CFP® CPWA® CRPS®

Wealth Manager 7.64 Miles

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

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

Wealth Partners Alliance, Dallas

10440 N Central Expwy, Ste 1040
Dallas, TX 75231
(214) 706-0839

Laura Maxfield

CFP®

5.97 Miles

Specialties: Comprehensive Financial Planning

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

Corient

5950 Sherry Lane, Ste 600
Dallas, TX 75225
(214) 360-7000

Thomas E. Murphy

CFP®

Chief Executive Officer 10.06 Miles

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

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

Murphy & Sylvest

13760 Noel Rd, Ste 300
Dallas, TX 75240
(214) 373-8362

Nowell E. Loop

CFP®

3.51 Miles

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

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

Cetera Advisor Networks, LLC

12221 Merit Dr, Ste 625
Dallas, TX 75251
(214) 987-0924

Ginnie F. Baker

MS, CFP®

Financial Advisor 10.02 Miles

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

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

Beaird Harris Wealth Management

5005 Lyndon B Johnson Fwy STE. 1700
Dallas, TX 75244
(972) 383-0506
CONNECT WITH Ginnie
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J. Tyler Russell

CFP®, RICP®

Managing Senior Vice President and Wealth Manager 9.3 Miles

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

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

Carter Financial Management

12222 Merit Dr, Suite 1800
Dallas, TX 75251
(214) 363-4200

Rich Childs

CFP®, AIF®, MSFM

President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS 5.44 Miles

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

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

Synergy Wealth Advisors, LLC

10670 N Central Expy, Ste 505
Dallas, TX 75231-2108
(214) 382-3333
CONNECT WITH Rich
  • linkedin link

Aubrey Carlisle

CFP®

Financial Advisor 1181.22 Miles

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

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

GuideStone Funds

5005 LBJ Fwy. #2200
Dallas, TX 75244
(888) 984-8433

Grafton Dulany Howland

CFP®

President 5.83 Miles

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

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

G. Dulany Howland Advisory Corporation

6116 N Central Expy, Ste 518
Dallas, TX 75206
(214) 363-4900

Brandon D. Ratzlaff

CFP®

Director 2.2 Miles

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

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

Cypress Point Wealth Management

3838 Oak Lawn, Suite 1150
Dallas, TX 75219
(214) 736-8887

Jennifer Grant

CFP®

9.27 Miles

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

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

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251
972-770-4800
CONNECT WITH Jennifer
  • facebook link
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Bill E. Carter

CFP®, ChFC®, CLU®

Chief Executive Officer 9.26 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
(214) 363-4200

Kathleen Muldoon

CFP®

9.26 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
(214) 363-4200

William Perryman

CPA, CFP®

10.13 Miles

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

Financial Advisor serving Dallas, 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

Kimberly Abmeyer

CFA, CFP®, EA

11.53 Miles

Specialties:

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

Ascentis Wealth Management

5001 Spring Valley Rd., Suite 810W
Dallas, TX 75244
214-544-9450

Emerald Ward

CFP®

20.72 Miles

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

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

5960 Berkshire Lane, Ste 1150
Dallas, TX 75225
(214) 646-8747

Stephanie Sammons

CFP®

Founder 9.69 Miles

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

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

Sammons Wealth Management

12720 Hillcrest Rd, Ste 600
Dallas, TX 75230-2043
(972) 440-1194
CONNECT WITH Stephanie
  • facebook link
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Archie Ponce

CFP®

EVP 7.14 Miles

Specialties:

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

Optima Asset Management Inc.

8144 Walnut Hill Lane, Suite 1180
Dallas, TX 75231
(972) 455-1125

Joshua Orton

CFP®

1.1 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

LGT Financial Advisors

2626 Howell St, Ste 700
Dallas, TX 75204
(214) 461-1465
CONNECT WITH Joshua
  • linkedin link

Michael A. Horlick

CFP®

Principal 17.13 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

CAPTRUST

8619 MIDDLE DOWNS DRIVE
DALLAS, TX 75243
(214) 914-5798

Brandon H. Russ

CFP®

5.61 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

WPWealth

8343 Douglas Ave, #400
Dallas, TX 75225
(817) 259-9794
CONNECT WITH Brandon
  • linkedin link