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429 Financial Planners in Texas
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Andrew Herzog

CFP®

Wealth Advisor

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

Financial Advisor serving Texas and the surrounding communities.

The Watchman Group

5045 Lorimar Dr, Ste 200
Plano, TX 75093-5739
(469) 596-6470
CONNECT WITH Andrew
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Joy D. Kirsch

CFP®

Registered Rep

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

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

Merit Financial Advisors

The Plaza at Turtlecreek, 2828 Hood Street
Dallas, TX 75219
+ 1 More Address

Merit Financial Advisors

2625 E. Southlake Blvd
Southlake, TX 76092
CONNECT WITH Joy
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Shawn D. Mechler

CFP®, ChFC

Director of Financial Services

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

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

RKM Financial Services

1188 W Pioneer Pkwy
Arlington, TX 76013-6367
(214) 727-4547
CONNECT WITH Shawn
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Darrick L. McGill

CFP®

Regional Vice President

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

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

Primerica Advisors

PO Box 708
Georgetown, TX 78627
+ 1 More Address

Primerica Advisors

1911 N Austin Avenue
Georgetown, TX 78626
(877) 238-9582
+1 More Number
512-331-7552
CONNECT WITH Darrick
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Ted D. Snow

CFP®

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

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

Snow Financial Group, LLC

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

Wayne Smith, III

CFP®

Managing Partner

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

Financial Advisor serving Texas and the surrounding communities.

Insight Wealth Partners, LLC

3333 Premier Dr, Suite 800
Plano, TX 75023
(866) 476-0379
+1 More Number
(972) 543-4800

Theodore X. Koinis

CFP®

Partner

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement

Fee Only Financial Advisor serving Texas and the surrounding communities.

Helios Wealth Advisors

8703 Broadway St, Ste 111
Pearland, TX 77584
(713) 893-0070

Bradley W. Hall

CFP®

Wealth Manager

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

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

Waddell & Reed/LPL Financial

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

Daniel P. Michalk

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Waterway Wealth Management

21 Waterway Ave, Suite 500
The Woodlands, TX 77380
(281) 363-0000

Lynn Lawrance

CFP®, MBA, CLTC

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

Financial Advisor serving Texas and the surrounding communities.

Cetera Advisor Networks

12221 Merit Dr, Ste 625
Dallas, TX 75251-2351
(214) 358-0758

Howard K. Bellet

CFP®, CRPC®, MBA

Financial Advisor - Platinum Financial Services Practice - Franchise Owner

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

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

Ameriprise Financial Services, Inc.

1401 Precinct Line Rd
Hurst, TX 76053
(817) 591-8025
CONNECT WITH Howard
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Scott K. Jacobsmeyer

CFP®

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Argent Wealth Management, Inc.

2251 Double Creek Drive, Suite 606
Round Rock, TX 78664
(512) 238-6883

Brent W. Little

CFP®, CPA/PFS

Member

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

Financial Advisor serving Texas and the surrounding communities.

Odyssey Wealth Management, LLC

2500 N Dallas Pkwy, Ste 496
Plano, TX 75010
(972) 636-5037

Vicki L. Ward

CFP®

Financial Planner / Investment Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Lifestyle Management

3101 Joe Ramsey Blvd, Ste 107
Greenville, TX 75401
(903) 455-1041
CONNECT WITH Vicki
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Royce G. Itschner

CPA, CFP®

CPA, CFP, IA

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Clear Rock Advisors, LLC

200 Earl Garrett St, Ste 202
Kerrville, TX 78028-5329
(830) 315-2555

Jimmy Perryman

CFP®

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

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

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251
972-770-4800
CONNECT WITH Jimmy
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Barton L. Couch

CFP®

Partner

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

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

Per Stirling Captal Management

4900 Spicewood Springs Rd, Suite 300
Austin, TX 78759
(512) 527-8411
CONNECT WITH Barton
  • linkedin link

Daniel R. Goott

CFP®, CIMA

Partner

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

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

Investec Wealth Strategies

4900 Woodway Dr, Ste 550
Houston, TX 77056
(713) 622-9111

Bleckley Dobbs

CFP®

Financial Planner

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

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

Watercolor Financial

9600 Great Hills Trail, Suite 150W
Austin, TX 78759
(512) 250-1544

Keith D. Huff

CPA,PFS,CFP®,CLU®,

President

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

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

Lakeshore Wealth Advisors, LLC

2525 Bay Area Blvd, Ste 135
Houston, TX 77058
(281) 984-7503

Julie E. Toler

CFP®,CFA

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

1000 Red River St.
Austin, TX 78701
(512) 542-2733

Charles E. Field

CFP®

Specialties:

Fee Only Financial Advisor serving Texas and the surrounding communities.

Ascension Seton

5114 Balcones Woods Drive, Ste 302
Austin, TX 78759
(512) 695-9303

Braxton Bragg Comer, II

CFP®, MBA

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Bragg Comer Financial Advisors, LLC

4420 Waskom Dr
Plano, TX 75024
(469) 402-2200

John R. Grigsby

CFP®

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

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

First Command Financial Plan.

2101 Pat Booker Rd #108, Suite 108
Universal City, TX 78148-3203
(800) 443-2104
+1 More Number
(210) 658-3809

Melissa A. Cox

CFP®

Financial Consultant

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

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

Fetterman Investments

12700 Hillcrest Rd, Suite 276
Dallas, TX 75230
(972) 233-1120
CONNECT WITH Melissa
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Randall S. Crimmings

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Clintsman Financial Planning

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

Gregory Deckert

CFP®, CPA, EA

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

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

Green & Deckert LLC

601 Main St
Lubbock, TX 79401
(806) 744-2689

Nathan Bowen

CFP®

Chief Planning Officer

Specialties:

Financial Advisor serving Texas and the surrounding communities.

The Financial Advisory Group, Inc.

5599 San Felipe St, Ste 900
Houston, TX 77056
(713) 624-4223

James G. McGrath

CFP®, CPA, CLU

President

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Financial Strategies, Inc.

378 Quartz Dr
Dripping Springs, TX 78620-2146
(301) 984-7750

Ricardo Mihaly

CFP®

Director of Planning and Investments

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

Fee Only Financial Advisor serving Texas and the surrounding communities.

Icon Wealth Partners

1980 Post Oak Boulevard, Suite 1300
Houston, TX 77056
(713) 904-5027
CONNECT WITH Ricardo
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