Massengill Financial Group
“I have been helped by such knowledgeable staff & they are always there when needed.”
Best Financial Advisors near DeSoto, TX
We have one firm in DeSoto on file, and it is on this list, along with 14 from Dallas (12, 15 mi), Duncanville (1, 4 mi) and Midlothian (1, 11 mi).
3 open weekends · 13 rated 4.5+
Data verified October 18, 2026
SDO Cpa: Tax Preparation, Accounting, & Bookkeeping
“SDO CPA helps me with my complex personal, business, and real estate investments, so I don't have to worry about it.”
McGowan Group Asset Management
“Been listening to Spencer pretty much since he has been on the radio and I trust him and his staff (and dad) implicitly.”
HBK Capital Management
F.A Advisory Group
Delos Capital Advisors
“Andrew at Delos Capital Advisors is sharp, trustworthy, and consistently delivers results.”
The 15 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 15 firms on this page are rated from 4.0 to 5.0 across 105 reviews; 13 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. 2 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 37 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 14 publish a contact page; 10 list a public email and 2 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 DeSoto take financial planning bookings online?
2 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.
Zeno & Associates
“Premium service by a reliable, knowledgeable accountant!”
Estrada Hinojosa & Associates
Energy Capital Solutions
Hill Financial Group
“I have full confidence and trust that he has my best interests in mind.”
Book onlineBook
VKT Associates
“Very professional, social distancing in place.”
Noble Advisors
Walton Capital Management
DJH Capital Management
“I am sincerely grateful for his guidance on our financial situation and wholeheartedly trust his expertise.”
Latticework Capital Management
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
