Unity Financial Services
“They have always treated me like family and always treat me like I'm their most valuable client.”
Best Financial Advisors near Mesquite, TX
We have 2 firms in Mesquite on file. Only the highest-rated make our list: one of them made it, along with 14 from towns including Dallas (10, 11 mi), Rowlett (1, 11 mi) and Rockwall (1, 14 mi).
3 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
Thompson Financial & CO
“My credit wasn't in the best shape when I started, but Thompson Financial has helped me understand what was holding me back and have taken real steps to actually improve my scores.”
Chessman Wealth Strategies
“We have worked with them for many years and want to especially thank Sean for all his patience in answering all our questions.”
Apeiron Planning Partners
“Excellent people, communication, web site, and return on investment with specific regard to our situation.”
Third Act Wealth Management
“Nick Lalonde and his team are consummate professionals who have done an amazing job helping me manage my financial investments for years.”
L&H Cpas and Advisors - Dallas CPA Firm
“Our taxes are quite laborious and complicated and they handle everything very quickly and professionally.”
The 15 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
The 15 firms on this page are rated from 4.0 to 5.0 across 360 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (3), financial planning (2), investment management (2), tax planning (2) and wealth management (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 46 years. 1 offers payment plans and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 10 list a public email and 6 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 Mesquite take financial planning bookings online?
6 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.
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.”
Book onlineBook
Xponify Financial
“Approaching retirement and needing a financial plan and a manager for my 401-k, Wheeler has provided tailored solutions that support my risk level and goals.”
Tolleson Wealth Management
Stock and Company
“I don't think anyone knows more about taxes and accounting than he does!”
Caldwell
“Caldwell Insurance and Wealth Management provided to my husband and I excellent financial advice and services.”
HBK Capital Management
Mpac Consulting Group
“And he does it just because it's the right thing to do and doesn't charge for the extra value.”
Mercer Advisors - Rockwall
“A team with integrity, professionalism, and a true passion for helping clients obtain their goals.”
Smith Dunn & Co
“I am very pleased with the way my taxes are being handled and I will be using them in the future.”
Why these companies made our list
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