Gigi Lavergne, Financial Advisor, Cep, Ricp
“They have been affordable and communicative regarding our estate planning and taxes.”
Best Financial Advisors near Garland, TX
We have 4 firms in Garland on file. Only the highest-rated make our list: 3 of them made it, along with 12 from towns including Richardson (5, 6 mi), Dallas (4, 11 mi) and Plano (2, 12 mi).
4 open weekends · 14 rated 4.5+
Data verified October 18, 2026
Thelemann Bookkeeping & Tax Service
“He has personally helped me and my family with our taxes for years!”
Riverrock Capital
John Wucinski, Cpa, CFP
“He actually cares and adds a personal touch instead of dealing with someone who is just doing a job.”
Inspire Financial Group
“They are professionals who know how to adjust to the economy, and they always return my calls within 24 hours, making me feel valued and respected.”
Generational Group
“Mike did a fabulous job engaging the room and providing educational content that follows logic to f business transfer.”
The 15 firms listed for Garland, 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: Garland, TX
14 of the 15 firms on this page have a rating, from 4.6 to 5.0 across 1,669 reviews; 7 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "efficient" and "expertise". 4 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3), tax planning (3) and business valuations (2). 1 has a BBB rating of A or A+. 7 have ten or more years of experience, the longest 43 years. 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 list a public email and 3 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.
Why are financial advisers outside Garland listed here?
3 of the 15 firms are located in Garland. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Your Money Matters | Tax Preparation Office
“Ron's expertise, transparency, communication, and attention to detail have been invaluable in the process.”
Thompson Financial & CO
“On top of that, she helped me sort out a previous tax issue where I owed over $12,000 due to circumstances outside of my control.”
DHL Wealth Management
“The process to plan for the future and know all of our trust will be in order and easy for the family we leave behind gives us such peace.”
Maven Financial Partners
“Their expertise shines through in the tailored strategies they provide, which have significantly improved our financial health for our business.”
Chessman Wealth Strategies
“Sean and team have done a great job managing our portfolio and keeping our goals on track!!!”
Blair Financial Advisors
“This was my first meeting with him and he helped me with all my retirement financial questions I had.”
Apeiron Planning Partners
“They are always very helpful, attentive, and available whenever I need help!”
OS CPA Tax Advisory
“This is my first year working with him for my taxes, and I wish I had used his services earlier.”
Third Act Wealth Management
“Both my husband and I have been extremely pleased from our first conversation with Nick.”
Why these companies made our list
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