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Thelemann Bookkeeping & Tax Service
“He has personally helped me and my family with our taxes for years!”
Best Financial Advisors in Garland, TX
24 firms listed · 4 in Garland · 1 open 24/7 · 6 open weekends · 20 rated 4.5+
Data verified October 18, 2026
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Gigi Lavergne, Financial Advisor, Cep, Ricp
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Heath Advisory
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Riverrock Capital
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John Wucinski, Cpa, CFP
- Employed
- Form
- Questions
“She guided me through the process of safely uploading my documents to protect my personal information, and answered any questions I had with patience & kindness.”
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On the Mark Money
- Products
- Returns
- Retirement
“They consistently direct me toward high caliber short term and long term investment strategies while also keeping me abreast of the headwinds facing the economy and potentially my investments.”
The 24 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
Of the 24 firms we list here, 4 are in Garland itself and 20 come from towns including Dallas (6, 11 mi), Plano (4, 12 mi) and Frisco (3, 20 mi). 21 of the firms on this page have a rating, from 4.3 to 5.0 across 1,373 reviews; 6 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (82%) and responsiveness (79%). 1 is open around the clock; 6 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (5), accounting services (2), business valuations (2), retirement planning (2) and tax planning (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 43 years. 1 offers urgent consultations; 1 offers payment plans; 2 offer a free initial consultation; 1 is family- or locally-owned and 1 lists coupons or special offers. 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 Garland take financial planning bookings online?
5 of the 24 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.
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Eaton, Quenzer & Associate
- Information
- Questions
- Company
“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.”
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Your Money Matters | Tax Preparation Office
- Small Business
- Call
- Questions
“A few years ago I used other tax service companies and sometimes the preparers didn't seem to know what they were doing and had to ask someone else questions, but with Ron, he knows exactly what the laws are right there and then, he's extremely knowl...”
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Generational Group
“Did the conference again July 2023 and can only say this strengthens my determination to work with Generational at couple of opportunities I have to use their services.”
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Cain Watters & Associates
“I've been with Bradley for 12 years; he's like family to us now and I am certain I would not be where I am in my life and career if it weren't for him.”
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North Texas Wealth Management
- Worry
- Company
- Retirement
“Have 'worked' with NTWM for 8+ years and they helped get us ready to retire and then ever since (we retired 3 years ago) - a different firm said we were not going to be able to retire until our mid 80's but NTWM has proven that firm was wrong.”
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Texxas Take Over
- Teacher
- Passionate
- Mentor
“I CAN SAY TTO FAMILY IS A LOVING, CARING, & PRAYING FAMILY UNDER A GREAT HUMBLE MENTOR THAT MAKE SURE EVERYONE EATS, EVERYONE KNOWS THE D Os & DON Ts of TRADING.”
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Chessman Wealth Strategies
- Values
- Peace
- Investments
“They are very thorough, helpful, and always kind and patient - while helping us to navigate and understand our strategies, and where we are with our investments.”
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Blair Financial Advisors
- Confident
- Talking
- Questions
“Brett is responsive, communicative, and I've appreciated the ways he's explained his logic behind specific short-term and long-term trading strategies.”
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Thompson Financial & CO
- Credit Card
- Credit Repair
- Credit Score
“I found him on Facebook and watched him help tons of people and figured it was fine for me, I'm honestly so happy I did and I genuinely feel like I picked a great person to help me with my credit!”
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Brindle & Bay Wealth Management
- Feel
- Educational
- Team
“After attending an open session about his business, it was apparent we needed to talk to Nick more to learn about our Retirement Planning and how he could help us prepare.”
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Dewitt & Dunn
- Needs
- Questions
- Team
“It is refreshing to see that they all are continuously looking for the best possible solutions for each client rather than using cookie-cutter ideas for everyone.”
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Third Act Wealth Management
- Asset
- Tailor
- Team
“Imagine the odds of finding someone great with money and numbers, being able to have a sense of what to do in uncertain times, and just a genuinely kind and compassionate person.”
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Gordon Oak Financial
- Feel
- Tax
- Goals
“He is extremely knowledgeable and I would strongly refer him to friends and family as a great asset to building a healthy financial future for yourself and your family.”
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Five Rings Financial Texas
- Company
- Team
- Education
“I immediately became a client because of the transparency, clarity and the information I was provided to become more aware of my financial position then and the possibilities for the future.”
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Agrawal & Associates
- Books
- Finances
- Understanding
“These are not mutually exclusive qualities in business, and that is what we needed, were looking for, and found in our efforts to secure reliable, approachable tax filing representation with Agrawal & Associates PC this year.”
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Edwards & Associates
- Dental
- Data
- Knowledge
“They are an incredible and honorable accounting firm with great skills in analyzing data, proficient in working with dental practices and in preparing financial documents, as well as business tax returns, among other services that they provide.”
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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.”
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Caldwell Wealth Management
- Life Insurance
- Patient
- Company
“Caldwell Wealth Management is great for a lifetime.”
Why these companies made our list
What clients say about firms in and near Garland
- “Jeff is timely, organized, and proactive as a financial planner and I'll be continuing to work with him again next year.” — client of Gordon Oak Financial
- “Brett is thorough, trustworthy and has a true passion for helping people with their financial planning.” — client of Blair Financial Advisors
- “Mark was very easy to work with and helped get my retirement plan into place.” — client of On the Mark Money
Excerpts from public reviews of the firms listed on this page.
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