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24 firms listed · 6 in Rockwall · 2 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
The 24 firms listed for Rockwall, 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.
Of the 24 firms we list here, 6 are in Rockwall itself and 18 come from towns including Allen (5, 19 mi), Heath (2, 4 mi) and Rowlett (2, 6 mi). 19 of the firms on this page have a rating, from 4.5 to 5.0 across 186 reviews. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (2), retirement income planning (2), retirement planning (2) and tax planning (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. 14 have ten or more years of experience, the longest 46 years. 1 offers payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 17 list a public email and 5 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.
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.
