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Massengill Financial Group
- Company
“We have already booked our next vacation with Massengill Financial Group.”
Best Financial Advisors near DeSoto, TX
We have one firm in DeSoto on file, and it is on this list, along with 23 from towns including Dallas (11, 15 mi), Arlington (5, 17 mi) and Duncanville (1, 5 mi).
10 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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PFS Financial
- Needs
- Team
- Transparent
“Mohammad and Adham were not just experts in their field but had an uncanny ability to anticipate my needs, making the whole experience feel tailor-made for me.”
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Texxas Take Over
- Training
- Teacher
- Industry
“He's changing lives financially one day at a time and I am grateful for the mentorship he has given to me as well as cultivating a great community amongst the students.”
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Argo Retirement Advisors
- Mind
- Success
- Needs
“She answers all our questions and is sure to explain things in such a way that we understand and can feel confident we are making the right decisions for our family.”
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McGowan Group Asset Management
“Thank you for being so successful it's inspirational”
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SDO Cpa: Tax Preparation, Accounting, & Bookkeeping
- Job
- Questions
- Finances
“We have used the Rutherford CPA service going on 20 years and are very happy with the service level and the confidence in them to keep us in lie with the IRS.”
The 24 firms listed for DeSoto, 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: DeSoto, TX
The 24 firms on this page are rated from 4.0 to 5.0 across 602 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (73%) and responsiveness (70%). 10 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are tax planning (3), estate planning (2), financial planning (2) and retirement planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 37 years. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 9 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 any financial advisers listed for DeSoto offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
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Caldwell Wealth Management
- Needs
- Patient
- The Future
“Communication is key in business and he will definitely point you in the right direction.”
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Paladini Financial Management
- Meeting
- Support
- Certified Financial Planner
“In addition to investing, they take a close look at all aspects of our personal and professional portfolios and maximize our strengths to make sure we remain above industry standards.”
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Reverb Financial
- Future
- Knowledge
- Patient
“He took lots of time to listen to my financial goals, both short term and long term, and now he has come up with strategies that feel within reach to help me work toward both.”
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RE Legacy Companies
- English
- Company
“English was one the first financial adviser who able to show me a program that can reduce my debt into one payment that would allow me to have more of my income coming to me.”
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Lampados Financial Group
- Goals
- Illiterate
- Understanding
“Chudi's passion, experience and education on finances has given me the confidence to make financial decisions that can set me up for financial freedom and success.”
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Quantum Financial Strategies
- Financial Services
- Retirement
- Communicate
“I'm just starting my new journey with Quantum and my retirement plan is far more solid and clear than it would have been if I would have made choices independently.”
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OS CPA Accounting & Tax Consulting
- Questions
“Owais consistently goes above and beyond to ensure your financial success, whether you're seeking tax advice, auditing services, or financial consulting.”
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HBK Capital Management
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Ivy League Retirement Planning
“I must say, I am at where I am today thanks to Ivy League”
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The Xfigroup
“On my small budget I increased my net worth and my income.”
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Timberlake Financial Group
“The best!”
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Zeno & Associates
“Wonderful people.”
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Energy Capital Solutions
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Sloan Wealth Management
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Estrada Hinojosa & Associates
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Texas Investment & Retirement Associates
“I cannot speak highly enough of their personal approach to financial management and leveraging professional abilities to enrich lives.”
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VKT Associates
“Very professional, social distancing in place.”
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Noble Advisors
“, and Paul did a great job of simplifying things for me to understand and feel really comfortable about how to invest my money.”
Retirement Planning and Investment Management Services in DeSoto, TX Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 342 cost profiles
Why these companies made our list
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