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Peak American Financial Group
“We have had nothing but good with Sue.”
Best Financial Advisors in Plano, TX
Handpicked from 341 vetted & reviewed Financial Planning & Wealth Management firms in the Plano area, discover the top 5 elite providers among the selected group of 24 finalists.
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Domain Tax Advisors
- Professional
- Questions
“Domain Tax Advisors is a firm that you don't want to miss out on; no matter if you are a sophisticated investor, an average family household individual, or an aspiring youngster like myself who dabbles real estate, stocks, alternative investments, an...”
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Your Money Matters | Tax Preparation Office
- Fee
- Financial
- Efficient
“Originally, we had done 1800 Accountant but their failure in actually assisting our business led us searching desperately for an actual CPA, which thankfully brought us here!”
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SMD Consulting & Accounting
- Bookkeeping
- Job
- Team
“Sean and his team go way beyond mere accounting services -- they bring to the table ideas and strategic options that make my business stronger and more profitable.”
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Eaton, Quenzer & Associate
- Quality
- Family
- Questions
“Long time client (15+ years) of this CPA firm - consistent quality accounting services.”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Retirement Planners of America
- Financial Planner
- Strategy
- Decision
“I am most pleased with all the different communications they have with their clients: one-on-one meetings, annual large group events, email videos etc that keep their clients well informed on the economy and the latest market conditions.”
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Assetbuilder
“I had the pleasure of also having Asset Builder as a client of Idea Grove for about a year and thoroughly enjoyed getting to know the executive team during that time.”
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Gordon Oak Financial
- Options
- Budget
- Family
“I worked with Jeff over the last year and he helped me put my finances in perspective and created an action plan to set me up in a better position for the future.”
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Strategic Estate Planning Services
“Being 10 years older than my wife, statistically I'm dieing 1st so the need is highly trustworthy advisors.”
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Pearl Financial Planning
Services, Why Cfp?
“Gretchen did an amazing job drawing up an action plan that was easy to follow and put us on the right track to meet our financial goals.”
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Your Richest Life
Financial Plans, Speaking
“Katie is personable, consistent in her follow-up, thorough, very knowledgeable, and uses online tools that make the collaborative process easier when tracking our financial progress and goals.”
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American National Bank of Texas
“Great customer service”
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Watchman Group
Investment Management, Tax Analysis & Strategy, Family Office Services
“Excellent staff and excellent financial planner.”
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Cure Financial
“Fantastic crew, always concerned about me and my families Financial needs.”
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Cowboy Tax
“Honestly the best ppl I ever been doing my tax with friendly professional they treat you like family definitely will be back from now on and will highly recommend!!!”
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Willow Bend Wealth Management
“Peggy and the entire team at Willow Bend are always proactive and responsive to our needs and concerns; and I would recommend them to anyone.”
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Moneyworks DFW
“David Duston and Money Works DFW is continuing to not only meet our families financial planning needs himself exceeds expectations in providing access to his vast network of other professionals services in Legal, Estate Planning, and overall a comple...”
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Andre Zaal Advisor Group
Trusts, Estate Planning, Life Insurance
“Andre Zaal Financial Group was personable and showed me various options for not only planning a secure retirement, but allowed me to spend one on one time to really understand my options.”
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Steve Hill & Associates Cpa's
Small Business Services, Payroll Services, New Business Services
“Modern technology allows us to set up virtual meetings, or you are welcome to visit our office. We are in the Legacy Bank building on the southwest corner of Preston and Legacy in suite 490. You deserve a team willing to put in the time to develop a ...”
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Financial Colors WM
Fidelity, Become A Client, GWP Login
“I met with 4 other financial planners and Joel was the only one who showed and proved to me that he cares about me and how he can help me plan for me and my families future.”
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Vernon Financial Group
“Vernon Financial Group, LLC focuses on educating middle to moderate income earners on how wealth is created. Common core values; Trust, Ethics, Faith and Focus on the client are the cornerstone values of our company. We know that in order to make you...”
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Schlegeldunn
Resources Financial Guidance Financial Calculators, Financial Calculators, Financial Guidance
“Have been working with this firm for several years now and am very happy with my financial advisor.”
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Sfmg Wealth Advisors
“We are fee-only wealth advisors based in Dallas, Texas. Fee-only means we are only paid by our clients and do not receive any other compensation based on the sale of products or trades we place. We use data, research and care to help you feel secure ...”
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Harbor Financial Services
Services & Fees, Printable Order Form, Client Login
“"HFS was great from start to finish. They always told me exactly what to expect, and delivered on everything, on time, and on budget. I am recommending HFS Offshore to all my clients who need this type of service. "”
Retirement Planning and Investment Management Services in Plano, TX Cost Estimates
Minimum cost
$1231
Maximum cost
$10457
National Average
$3691
Avg Per Hour Rates
$370
$2461
$6767
Fair price range is based on
367 cost profiles
Why these companies made our list
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