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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.”
Best Financial Advisors near Mesquite, TX
We have 2 firms in Mesquite on file, and both are on this list, along with 22 from Dallas (17, 11 mi), Richardson (3, 16 mi) and Addison (1, 19 mi).
6 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
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Unity Financial Services
“They have always treated me like family and always treat me like I'm their most valuable client.”
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Texxas Take Over
- Teacher
- Training
- Trader
“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
- Goals
- Faith
“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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Thompson Financial & CO
- Credit Card
- Results
- Company
“He will do everything in his power to set you up for a great future by doing what needs to be done in getting your credit right amongst other services he offers.”
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Dewitt & Dunn
- Needs
- Expert
- Goals
“The team at Dewitt & Dunn goes above and beyond when it comes to understanding their clients goals and uses top shelf solutions to provide peace of mind financial advice.”
The 24 firms listed for Mesquite, 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: Mesquite, TX
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 515 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (83%) and responsiveness (80%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "patient". 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 (4), tax planning (4), estate planning (3), retirement planning (2) and wealth management (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 46 years. 2 offer payment plans and 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 17 list a public email and 10 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 Mesquite listed here?
2 of the 24 firms are located in Mesquite. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Third Act Wealth Management
- Asset
- Success
- Communication
“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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McGowan Group Asset Management
“Top of the mark management!”
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Caldwell Wealth Management
- Needs
- The Future
- Company
“Great customer service and very professional.”
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L&H Cpas and Advisors - Dallas CPA Firm
- Goals
- Financial
“As an attorney, it is important to me that my clients understand and appreciate that joint effort is needed to successfully achieve their goals and meet their objectives.”
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Melton, Fangman & Company
“If I have any question on tax issue, the IRS issue, deductible, or any topic, Wes answered them and help me make a sound decision.”
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Ivy Wealth
- Advisor
- Goals
- Options
“He is aware of our goals and is very proactive on what we should be doing investment wise, providing creative options that manage risk and upside opportunity.”
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Lampados Financial Group
- Goals
- Understanding
- Success
“I was admittingly financially illiterate and within 3 months I was able to, improve my credit score by 100 points, open a Roth IRA and save hundreds of dollars thanks to my new and improved credit score.”
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Stock and Company
“I don't think anyone knows more about taxes and accounting than he does!”
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Joe Dowdall, CFP , Ricp , Crpc , Ccfc , MBA
- Relationship
- Broker
- Portfolio
“My wife and I have been working with Joe for over 10 years now and have been extremely appreciative of his management of our account both in good and bad economies.”
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Xponify Financial
- Team
- Financial Institutions
- Questions
“I can't stand financial institutions and his calm demeanor and attitude helped me find peace of mind.”
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22 One Advisors
- Goal
- Conversation
- Knowledge
“Finally, the discipline that Kyle and his team instill to meet twice a year to review the current plan, call out what's working well, opportunities for improvement, and future goal alignment is invaluable.”
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Fluent Financial
“Mitch Kramer is very professional, responsive, extremely knowledgeable and I highly recommend him and Fluent Financial.”
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Miranda CPA
- Paying
“We are a small family owned corporation with about 16 employees; we have a few different real estate holdings in our LLC, and we also have our personal returns.”
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HBK Capital Management
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CMH Advisors
- Price
- Meeting
- Communication
“They have always given me excellent advice for my business, advised me during the chaos of the 2020 to allow my business to weather that storm and are always ready with a correct answer for any business and personal related tax/corporation question.”
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DHL Wealth Management
- Future
- Portfolio
- Retirement
“We feel very confident that we are in good hands reaching our financial goals.”
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Mpac Consulting Group
“And he does it just because it's the right thing to do and doesn't charge for the extra value.”
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Navigation Financial Group
“The reason I switched to NFG is the family office environment with all services I had at those larger places.”
Why these companies made our list
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