Strategic Estate Planning Services
“We inquired today on them consolidating my wife and i's estate and they were absolutely upfront and honest.”
Best Financial Advisors in Carrollton, TX
15 firms listed · 5 in Carrollton · 1 open 24/7 · 3 open weekends · 13 rated 4.5+
Data verified October 21, 2026
Secure Asset Management
GA Bishop & Associates
“He did a through review of our current accounts, investments, insurance, and work benefits and how we can make some changes to improve our financial future.”
Lakeview Financial Solutions
Matthews Financial Services
John Wucinski, Cpa, CFP
“I have been going to John and his firm for the past two years now.”
The 15 firms listed for Carrollton, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Carrollton, TX
Of the 15 firms we list here, 5 are in Carrollton itself and 10 come from towns including Dallas (3, 16 mi), Plano (2, 10 mi) and Frisco (2, 12 mi). 13 of the firms on this page have a rating, from 4.5 to 5.0 across 1,006 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (92%) and quality (81%). 1 is open around the clock; 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), accounting services (2) and retirement planning (2). 2 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 34 years. 1 offers urgent consultations and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 10 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Carrollton take financial planning bookings online?
7 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Williams & Kunkel Cpas
“I have always found them to be dependable, honest, intelligent, and responsive to my needs and situations.”
Master Plan Tax Solutions
“Michael was very friendly and walked us through the process and educated us on what he was looking for.”
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On the Mark Money
“Marks process and style is refreshing compared to what many financial professionals are offering today.”
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Your Money Matters | Tax Preparation Office
“Ron at Your Money Matters did such a wonderful job helping me finish my taxes under a crazy time crunch.”
Generational Group
“Michael is extremely knowledgeable and teaches in an organized and thoughtful manner”
Cain Watters & Associates
“We have been very pleased with Cain Watters and the services we have received.”
Chessman Wealth Strategies
“I can't imagine working with any Wealth/Financial Advisors besides those at Chessman Wealth Strategies.”
Brindle & Bay Wealth Management
“All along the way, Brindle and Bay has such an amazing staff who is there to support and provide the financial expertise my husband I are lacking.”
Third Act Wealth Management
“I could not be more pleased with his advice, asset management, and service.”
Why these companies made our list
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