Smith Dunn & Co
“Weather it be simple W2 taxes or complicated W2, several 1099s, real estate, businesses and what not, he's always timely, fair, and awesome.”
Best Financial Advisors near Rowlett, TX
We have 2 firms in Rowlett on file, and both are on this list, along with 12 from towns including Dallas (4, 15 mi), Richardson (3, 10 mi) and Plano (2, 15 mi).
2 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
Gmac Family Financial
“The staff was professional, listened to our needs without trying to "sell us products", and guided us through our options speaking in terms we could understand.”
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Your Money Matters | Tax Preparation Office
“He makes the process easy, helped me start my LLC, and always gets back to me quickly with any questions I have for him.”
Generational Group
“This insightful presentation in itself has saved us years of knowledge gathering and broadened the horizons of what we dreamed of achieving with our company.”
North Texas Wealth Management
“I never could have imagined being so comfortable discussing money, debt, retirement, wants and needs!”
Blair Financial Advisors
“I have every confidence in his ability to look after above and beyond my needs.”
The 14 firms listed for Rowlett, 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: Rowlett, TX
The 14 firms on this page are rated from 4.0 to 5.0 across 714 reviews; 2 have 50 or more reviews and 13 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (95%), quality (91%) and responsiveness (82%). 2 are open on Saturdays. The services the firms on this page list most often on their websites are quickbooks services (2), retirement planning (2) and tax services (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 56 years. 2 offer payment plans; 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 14 of the firms on this page; 13 publish a contact page; 12 list a public email and 3 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 Rowlett listed here?
2 of the 14 firms are located in Rowlett. 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.
Chessman Wealth Strategies
“They operate from integrity and seem genuinely interested in me as a person, not just another client.”
Thompson Financial & CO
“🔥🔥🔥 I will definitely be referring Ron to all my current and future clients!!”
Third Act Wealth Management
“Nick is a knowledgeable advisor that's willing to help you out with anything you might need in your preparation for retirement or anything that will help you in your wealth building journey.”
Agrawal & Associates
“Excellent service, Namita was highly professional and very knowledgeable throughout the entire process.”
L&H Cpas and Advisors - Dallas CPA Firm
“Their service has allowed me to focus on growing my business and my income, without the worry associated with making sure I am making the right financial decisions for myself and my family.”
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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.”
Bland Garvey
“Competent, neatly prepped despite all the moving parts.”
Why these companies made our list
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