View Profile

Retiresimply

(50)

Goals
Understand
Meeting

“Compass Retirement and its staff have been awsome, from availability to resources, to explaining differences in programs, to insuring balance in our retirement.”

i

View Profile

KD Factors & Financial Services

(2)

Freight and Trucking, Horizontal Directional Drilling, What Is Factoring?

“They helped us out so much when our business really was in need of cash faster than our customers were paying.”

i

View Profile

Mathisen Tax & Consulting

(2)

“Knowledgeable, professional , friendly and responsive.”

i

View Profile

Findlay CPA

(9)

Business Tax Preparation Service, Tax Planning Service, Tax Resolution

“We have been amazed at her promptness, attention to detail, her tenacity in following up questions about refunds and her wise advice from time to time.”

i

View Profile

Andrea M Still CPA

(12)

Questions
Team

“She and her team have the knowledge, professionalism, and expertise of a large organization, combined with the personal touch and customer service of a small business.”

i

View Profile

Flourish Financial Planning

(1)

Tax Preparation, Pricing, Investment Management

“Even when we have not been paying clients, the folks at FFP have been willing to listen and give advice.”

i

View Profile

Asset Preservation Group

(1)

Philosophy, Certified Financial Planner (Cfp®)

“If you want to have a very nice nest egg to spend before your”

i

View Profile

9M Investments

(5)

“I love that he does a financial review every 6 months, makes changes accordingly, and really listens to my financial concerns while successfully moving me toward a sustainable retirement.”

Featured

Estate Planning in Grapevine TX At 9M Investments, LLC, we understand the importance of comprehensive estate planning in Grapevine, TX. Our dedicated financial planner is here to help you secure your financial future and protect your assets for generations to come. We specialize in creating personalized estate plans that align with your unique goals and circumstances. Our expertise covers a wide range of financial planning services, including wills, trusts, and asset protection. As a local Grapevine business, we are deeply committed to the financial well-being of our community. Contact 9M Investments, LLC today, and let us guide you in planning your estate to ensure a legacy that lasts. Secure your future and your family's financial stability with our expert estate planning services in Grapevine, TX.

i

View Profile

FSS Group

Schedule Your Analysis, Location, Get Your Risk Score

“Page Calloway, Planner and Advisor. Page was the President of Calloway Insurance & Financial Service for 15 years prior to joining Financial Security Services Group, Inc. Page possesses an extensive background in building, implementing and maintainin...”

i

View Profile

KM Accountants

(5)

Quickbooks Services, Services For Individuals, Tax Services

“My first time using a CPA for my taxes and I am so happy that I decided to go this route.”

i

View Profile

LPL Financial Dave Buhr, CFP

Meet Your Advisor

“Dave is a CERTIFIED FINANCIAL PLANNER™ practitioner, dedicated to helping his clients work towards financial independence through comprehensive life planning. Dave holds a series 7 and 63 securities registration through LPL...”

i

View Profile

Sunsage Capital

“SunSage manages investment portfolios constructed of domestic and international growth and dividend growth stocks. SunSage's clients range from individuals to foundations seeking growth, income, diversification and wealth preservation. SunSage produc...”

i

View Profile

Vivid Financial Group

i

View Profile

Fulcrum Wealth Planning

“We provide our clients with a full spectrum of Investments, Insurance and Retirement Planning along with Generational Strategies. With decades of experience we are here to help reach your financial goals.”

i

View Profile

KPC Financial Solutions

“Attend one of our informational seminars to learn more about retirement planning, wealth management and more.”

i

View Profile

Waterworth Wealth Advisors

“As your wealth grows, tax strategies extend beyond income or investment taxes to tax-qualified retirement plans, employer-sponsored stock plans, charitable giving, and legacy planning. We work with you and your CPA to discover and implement strategie...”

i

View Profile

Williams & Kunkel Cpas

(47)

Tax Advantaged Wealth Management Services, Fab 5 Business, Tax Preparation & Planning Services

“Always a stressful time of year especially for taxpayers with little experience around tax season but Williams and Kunkel walked me through it and made this quick and painless as possible.”

i

View Profile

Juana Montalvo - United Texas Credit Union

(50)

Vehicle
Dealership
Calls

“Juana and team at United Texas Credit Union have done a flawless job in helping refinance my wife's car, refinance our home and set up our daughter's first checking account.”

i

View Profile

Hensley CPA Firm PA

(49)

Tax Services, Outsourced Accounting Service Offerings, Industries

“We have been with Hensley for about 4 years, I can't say enough good things about the staff and ownership, I feel that they are a true extension of our company.”

i

View Profile

Master Plan Tax Solutions

(50)

Tax File Preparation, Financial Planning/Investment Advice, IRS Representation

“We're excited to use this service for the first time in 2024 and let the professionals navigate us through a stressful tax season, and for assistance being proactive planning for tax year 2025.”

i

View Profile

The Offices Of Britri

(49)

Efficiency
Lie
Questions

“They'll not only do what they can to advise you on your current return but they'll also give advise for your current year so when you go back in a year your turn will have a greater benefit.”

i

View Profile

Franfund

(49)

Business Loans, Pricing, More Options & Services

“This is a great service for anyone that either doesn't have time or doesn't know all of the ins and outs of getting an SBA loan or doing a ROBS rollover of your 401k to fund a franchise.”

i

View Profile

Cadoli Multiservices

(47)

Cuban Passport, Motor Carrier Tax Permits, Document Translation

“It's always nice to be able to ask all my questions in Spanish and know that I can also refer my friends who speak English and who feel just as welcome.”

i

View Profile

PFS Financial

(50)

Questions
Team
Needs

“Adham is one of the most professional people in the area, he helped with my accounting needs and offers credit card processing machines which I fully took advantage of.”

i

Average Cost	$3148
Minimum cost	$1050
Maximum cost	$8920
Avg Per Hour Rates	$315

Best Financial Advisors in Grapevine, TX

The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the Grapevine area.

Retiresimply

KD Factors & Financial Services

Mathisen Tax & Consulting

Findlay CPA

Andrea M Still CPA

Flourish Financial Planning

Asset Preservation Group

9M Investments

FSS Group

KM Accountants

LPL Financial Dave Buhr, CFP

Sunsage Capital

Vivid Financial Group

Fulcrum Wealth Planning

KPC Financial Solutions

Waterworth Wealth Advisors

Williams & Kunkel Cpas

Juana Montalvo - United Texas Credit Union

Hensley CPA Firm PA

Master Plan Tax Solutions

The Offices Of Britri

Franfund

Cadoli Multiservices

PFS Financial

Retirement Planning and Investment Management Services in Grapevine, TX Cost Estimates

Why these companies made our list

Wealth Management Advisors near Grapevine

Popular in Grapevine