Best Financial Advisors in Carrollton, TX

The highest-rated Financial Planning & Wealth Management companies out of 122 vetted & reviewed in the Carrollton area.

Strategic Estate Planning Services

Strategic Estate Planning Services

(5)
“Being 10 years older than my wife, statistically I'm dieing 1st so the need is highly trustworthy advisors.”
Licensed, BBB Accredited
In Business Since 2004
4425 Plano Pkwy Suite 101, Carrollton, TX
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Tax Prep and More: Ramirez Accounting

Tax Prep and More: Ramirez Accounting

(10)
Tax Planning, Business Taxpayers
“It's a small business, the heart and make up of America, with 3 locations in Dallas, Tx, and growing but not at the risk of losing that personal touch that makes them so great.”
In Business Since 2009
3733 N Josey Ln Ste. 112, Carrollton, TX
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Dorado Trade Group

Dorado Trade Group

(8)
“Have dealt with Dorado several times now and they have been lighting fast on all fronts.”
In Business Since 2017
1505 Luna Rd suite 170, Carrollton, TX
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Secure Asset Management

Secure Asset Management

(1)
Full Service Call Center, Receivables Mgmt., 1st/3rd Party Collections
“Worked with us on several accounts to date.”
In Business Since 2014
1925 E Belt Line Rd # 370, Carrollton, TX
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GA Bishop & Associates

GA Bishop & Associates

(4)
  • Retirement
“He took the time at our first meeting to develop a full understanding of what Wanda and I wanted to accomplish and the means we had available to accomplish our goals.”
In Business Since 2001
1101 S Broadway St #200, Carrollton, TX
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My IRS Doctor

My IRS Doctor

(2)
“Year after year he has consistently help us with every aspect and last year 2020 taxes he saved us a lot of taxes just by suggesting that we move to an s-corp vs LLC..”
In Business Since 2017
2418 Marsh Ln #104, Carrollton, TX
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Amisabaa

Amisabaa

(2)
“Highly recommended👍”
Free Initial Consultation
In Business Since 2018
1024 Wiltshire Dr, Carrollton, TX
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Lakeview Financial Solutions

Lakeview Financial Solutions

Full Disclosure
“Our philosophy is not to simply provide financial services, but to provide partnership and council every step of the way. We seamlessly coordinate the many components of your wealth management plan and are committed to providing financial clarity, so...”
In Business Since 2013
2340 E Trinity Mls Rd STE # 300, Carrollton, TX
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KIM & KIM Firm

KIM & KIM Firm

(3)
“This is the best tax service I have ever received.”
2701 Old Denton Rd #270, Carrollton, TX
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Siby K Mathew, CPA

Siby K Mathew, CPA

“Siby is a Certified Public Accountant (CPA) in Texas; his expertise includes taxation and internal audit, all with business needs. His vast experience in varied verticals has enabled him to analyze and solve complex problems quickly. With due diligen...”
In Business Since 2015
2625 N Josey Ln, Carrollton, TX
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Estream

Estream

“CardConnect provides simple payment processing, seamless integrations and powerful security solutions for SMBs, software companies and enterprise businesses. Learn more.”
In Business Since 2016
2544 Tarpley Rd #108, Carrollton, TX
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Matthews Financial Services

Matthews Financial Services

“Our commitment is to help you work towards achieving all your financial goals and to help simplify your life. Our end goal is to provide you with a “worry free” retirement. At Matthews Financial Services, we have a commitment to excellence in everyth...”
In Business Since 2012
2625 N Josey Ln, Carrollton, TX
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John Wucinski, Cpa, CFP

John Wucinski, Cpa, CFP

(46)
Wealth and Estate Planning, Accounting Services, Tax Preparation
“We conducted the entire thing via email and phone due to my work schedule, and John and Chris both were phenomenal in answering all of my questions, walking me through processes, and completing the return quickly.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards, Check
In Business Since 1991
6220 Campbell Rd STE 201, Dallas, TX
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Master Plan Tax Solutions

Master Plan Tax Solutions

(50)
Bookkeeping and Payroll, IRS Representation, Tax File Preparation
“, For all your personal and business finances they are very informative as well as very concerning when it comes to what's best for you and your business we definitely will be using them for all our future Financial accounts.”
Transparent Fees & Pricing
In Business Since 2018
1011 Surrey Ln Bldg 200, Flower Mound, TX
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Your Money Matters | Tax Preparation Office

Your Money Matters | Tax Preparation Office

(50)
Corporate Tax, Bookkeeping & Payroll, Personal and Business Tax
“Sitting in a office with a person, and throwing them all my questions, ideas and concerns gave me a better understanding of my taxes needs, and how to prepare for next year.”
QUICKBOOKS Certified
In Business Since 2010
3401 Custer Rd #152, Plano, TX
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Precision Tax and Bookkeeping Services

Precision Tax and Bookkeeping Services

(49)
Tax Problem Resolution, For Individuals, Tax Services
“This year we got everything to them later than expected but Rick was able to turn it around within a few days (during the busy season) and still managed to save us around $6K.”
In Business Since 2020
4823 Linda Ln, Frisco, TX
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Fierce Financial Planning Services

Fierce Financial Planning Services

(47)
  • Knows
  • Company
  • Tax Preparer
“She's very knowledgeable on taxes and other financial services, she made me feel comfortable and not judge me on some crazy mistakes I had made when handling my taxes myself.”
Free Initial Consultation
In Business Since 2021
2150 S Central Expy #200, McKinney, TX
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Eaton, Quenzer & Associate

Eaton, Quenzer & Associate

(46)
  • Company
  • Financial
  • Quality
“They provide materials that help me stay organized, and when I have questions, they respond immediately, listen carefully, and give me information that is clear, succinct and accurate.”
Remote Consultations Available
In Business Since 1989
1000 18th St #100, Plano, TX
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Compass Retirement

Compass Retirement

(50)
  • Confident
  • Feel
  • Questions
“Scott & Angela are excellent at evaluating your situation and putting together a comprehensive retirement plan that will address future income, taxes, healthcare, social security and more.”
In Business Since 2014
1000 Texan Trail, Grapevine, TX
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Creditassociates

Creditassociates

(45)
  • Debt Relief
  • Accounts
  • Settlement
“I've been in the program for about 2 years or so and have not worried about my credit problem one time when before I started credit associates that's all I ever thought about.”
Free Initial Consultation
In Business Since 2001
5050 Quorum Dr Ste 700, Dallas, TX
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Crain & Wooley

Crain & Wooley

(34)
Probate, Business Development, Estate Planning
“Unlike other lawyers who are only in it for the money, he made me feel like my particular estate planning needs were his top priority, and if they were important to ME - they were important to him.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2018
660 N Central Expy Ste 210, Plano, TX
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Williams & Kunkel Cpas

Williams & Kunkel Cpas

(47)
Strategic Tax Reduction Planning, Why Work With a Certified Tax Planner, Tax Preparation & Planning Services
“My business is different just lie everyone else's, and they catered a tax strategy plan that meets my needs and gives me the benefits I was looking for.”
YOUR Certified
Free Initial Consultation
In Business Since 2016
4051 Kirkpatrick Ln #100, Flower Mound, TX
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EFG Companies

EFG Companies

(40)
Common Sense Compliance, F&I Development, Technology
“An EFG representative reached out to me and reviewed my case, and after providing the repair shop invoice, they are gong to cover the part by sending a check”
In Business Since 1999
122 W John W. Carpenter Fwy, Irving, TX
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King Financial Services

King Financial Services

(11)
Payroll, Non-Profit Organizations, Business Services
“She has gone the extra mile for me many times.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2017
Transparent Fees & Pricing
610 S Industrial Blvd #140, Euless, TX
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Retirement Planning and Investment Management Services in Carrollton, TX Cost Estimates

Minimum cost
$1197
Maximum cost
$10168
National Average
$3589
Avg Per Hour Rates
$359
$2393
$6580
Average price range is based on 290 cost profiles
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Average Cost $3589
Minimum cost $1197
Maximum cost $10168
Avg Per Hour Rates $359

Average range $2393 to $6580 is based on 290 cost profiles.

Why these companies made our list

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