Mercer Advisors - Rockwall
“I would recommend anyone to give them a chance to win your business I will never go anywhere else.”
Best Financial Advisors in Rockwall, TX
15 firms listed · 5 in Rockwall · 1 open weekends · 11 rated 4.5+
Data verified October 15, 2026
Lifetime Wealth Management
“Knowledgeable, credible agency and kind staff!”
Dirkse & Associates
“Rick, Lisa and Jace have been so helpful with my retirement and inheritance investments.”
Joseph J. Alfinito, CPA
Wilson Investment Services
Blair Financial Advisors
“He is a subject-matter expert who is well-versed in his field and also thoughtfully takes each person's unique situation into consideration.”
The 15 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.
Area overview: Rockwall, TX
Of the 15 firms we list here, 5 are in Rockwall itself and 10 come from towns including Heath (2, 4 mi), Garland (2, 11 mi) and Rowlett (1, 6 mi). 12 of the firms on this page have a rating, from 4.0 to 5.0 across 151 reviews; 11 are rated 4.5 or higher. 1 is open on Saturdays. 9 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 all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 4 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 Rockwall take financial planning bookings online?
4 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.
Agrawal & Associates
“Their expertise and attention to detail helped streamline my financial planning and business strategies, leading to significant growth.”
Smith Dunn & Co
“Darren has been doing my personal and business taxes for a couple years now and he does a great job.”
Gigi Lavergne, Financial Advisor, Cep, Ricp
“They have been affordable and communicative regarding our estate planning and taxes.”
Smith Wealth Management - Smith Financial & Associates
“I was expecting it to take awhile since I waited until the last minute to file, but she took care of the issue promptly and gave me a plan B if the email didn't work!”
Slayton Wealth Management
“She and her staff are always available to answer questions and work patiently with me to provide good financial advice.”
Thelemann Bookkeeping & Tax Service
“He has personally helped me and my family with our taxes for years!”
Generations Financial Management
“They really helped us with our financial plan after getting married and understanding our financial situation.”
Unity Financial Services
“They have always treated me like family and always treat me like I'm their most valuable client.”
Blueprint Wealth Management
Why these companies made our list
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