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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

Jaime Galvan

CFP®

Partner 12.05 Miles

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

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

Spectrum Strategies, L.L.C.

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

Alan Goldfarb

CFP®, AIF, MBA

Senior Wealth Advisor 7.64 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Financial Strategies Group

10747 Villager Rd, Apt A
Dallas, TX 75230-3936
(972) 333-0120
CONNECT WITH Alan
  • linkedin link

Allen J. Dogger

CFP®

Senior Vice President - Investments 0.75 Miles

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement...More

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

UBS Financial Services, Inc.

100 Crescent Court, Ste 600
Dallas, TX 75201
(214) 932-8917

Clark D. Randall

CFP®CLU AEP AIF RSSA

Director of Financial Planner 6.13 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

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

Creekmur Wealth Advisors

PO Box 764222
Dallas, TX 75349
(972) 371-0344

Ted D. Snow

CFP®

Founder/Owner 12.02 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.

Snow Financial Group, LLC

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

Jenny Armstrong

CFP®

6 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

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

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

Dan Mauck

CFP®

22.76 Miles

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

Lynn Lawrance

CFP®, MBA, CLTC

8.26 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Cetera Advisor Networks

12221 Merit Dr, Ste 1760
Dallas, TX 75251-2351
(214) 358-0758

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

Michael J. Anderson

JD, CFP®

Senior Wealth Manager 6 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.

True North Advisors

3131 Turtle Creek Blvd, Ste 1300A
Dallas, TX 75219
(214) 360-7300

Jimmy Perryman

CFP®

Shareholder 9.27 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...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 Jimmy
  • facebook link
  • twitter link
  • linkedin link

Tiffany D. Garza

CFP®

Portfolio Consultant 5.35 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Employee...More

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

Mercer Advisors

8117 Preston Road, Ste 700
Dallas, TX 75225
(214) 378-2243

Eric S. Shaffer

CFP®

Financial Advisor 14.07 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.

Kuhn Capital Partners

4428 Hallmark Dr
Dallas, TX 75229
(214) 534-9002

Joanna C. Jadlow

CFP®, CPA

5.44 Miles

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

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

Corient

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

Jon L. Weinstein

CFP®

Financial Advisor 9.68 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Dallas, Texas and the surrounding communities.

Cetera Advisor Networks

5809 Lakehurst Ave
Dallas, TX 75230-5031
(972) 385-1106

Nic Gibson

CFP®

Capital Strategist 6 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

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

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

Melissa A. Cox

CFP®

Financial Consultant 9.69 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.

Future-Focused Wealth

5301 Alpha Road, Ste 80-114
Dallas, TX 75240
(972) 707-1731
CONNECT WITH Melissa
  • facebook link
  • linkedin link

Nancy M. Gatens

CFP®

Principal 5.34 Miles

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

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

Gatens Financial LLC

8106 San Fernando Way, Suite 200
Dallas, TX 75218
(855) 695-4877
+1 More Number
(855) 695-4877

Craig Cowles

CFP®

Partner 14.06 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.

Mergent Group

7701 Lemmon Ave, Ste 260-A226
Dallas, TX 75209
(972) 590-8808

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

Carl A. Larimore

CFP®

Director, Sr. Wealth Advisor 4.84 Miles

Specialties: Comprehensive Financial Planning

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

Mercer Advisors

8117 Preston Road, # 700
Dallas, TX 75225
(469) 300-9867

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

Michelle Gass

CFP®, CPA/PFS, RLP®

5.56 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.

Paradigm Advisors

6125 LUTHER LANE, #225
Dallas, TX 75225
+ 2 More Addresses

Paradigm Advisors

8111 Preston Road
Dallas, TX 75225

Paradigm Advisors

310 W. Dickson Street
Fayetteville, AR 72701
(214) 756-6060
CONNECT WITH Michelle
  • linkedin link

Paul Lightfoot

CFP®

7.16 Miles

Specialties:

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

Optima Asset management, Inc.

8144 Walnut Hill Ln, Ste 1180
Dallas, TX 75231-4323
(972) 726-0400

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

Daniel Brauer

CFP®

3.85 Miles

Specialties:

Financial Advisor serving Dallas, Texas and the surrounding communities.

JPMorgan

3111 Drexel Dr
Dallas, TX 75205-2910
(630) 532-4083