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Smith Dunn & Co
“Darren has been doing my personal and business taxes for a couple years now and he does a great job.”
Best Financial Advisors near Rowlett, TX
We have 2 firms in Rowlett on file, and both are on this list, along with 22 from towns including Dallas (8, 15 mi), Plano (7, 15 mi) and Richardson (3, 10 mi).
6 open weekends · 22 rated 4.5+ · 1 shows a license
Data verified October 15, 2026
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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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John Wucinski, Cpa, CFP
- Understanding
- Job
- Employed
“I've used other CP As in the past who take a minimum of a week to prepare returns, one had to file an extension because they got too far behind in the rest of their work.”
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Your Money Matters | Tax Preparation Office
- Job
- Patient
- Small Business
“Sitting in a office with a person, and throwing them all my questions, ideas and concerns gave me a better understanding of my taxes needs, and how to prepare for next year.”
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Eaton, Quenzer & Associate
- Quality
- Information
- Company
“They provide materials that help me stay organized, and when I have questions, they respond immediately, listen carefully, and give me information that is clear, succinct and accurate.”
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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.”
The 24 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 24 firms on this page are rated from 4.0 to 5.0 across 1,192 reviews; 5 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (78%) and quality (76%). The topics that come up most in reviews of the firms on this page are "efficient", "understanding" and "expertise". 6 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3), tax planning (3), asset protection (2) and estate planning (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. 15 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 24 of the firms on this page; 19 publish a contact page; 19 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.
Why are financial advisers outside Rowlett listed here?
2 of the 24 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.
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North Texas Wealth Management
- Portfolio
- Future
- Worry
“After being retired now for just over 3 years, we have complete peace and confidence knowing that Rob and the team at North Texas Wealth Management are hard at work ensuring our finances are being professionally managed.”
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Texxas Take Over
- Program
- Training
- Teacher
“He's changing lives financially one day at a time and I am grateful for the mentorship he has given to me as well as cultivating a great community amongst the students.”
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Chessman Wealth Strategies
- Trust
- Goals
- Values
“They take the time to discuss our desires, help us think through what is needed, and always come up with a plan that is much better than whatever we could on our own.”
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Blair Financial Advisors
- Expertise
- Future
- Confident
“Beyond answering every question and guiding me through the process, he genuinely cares about his clients and has helped to ensure my financial success.”
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Thompson Financial & CO
- Needs
- Results
- Credit Card
“Ron and his company have helped me so much with my credit I'm so happy they are prompt have great customer service and keep me updated every step of the way thank you so much!!!”
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Third Act Wealth Management
- Markets
- Success
- Asset
“He has a solid background as a wealth manager, always looking after the markets, and always looking for ways to not only increase our wealth, but ways to preserve our wealth.”
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Agrawal & Associates
- Finances
- Understanding
- Books
“They spend time with you to understand your finances and come up with recommendations with all the details to support it and make sure that you have full understanding and are comfortable before you move to next steps.”
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McGowan Group Asset Management
“Thank you for being so successful it's inspirational”
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Caldwell Wealth Management
- Needs
- Patient
- Company
“I couldn't have asked for a more knowledgeable and efficient financial planner other than Mr.”
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L&H Cpas and Advisors - Dallas CPA Firm
- Financial
- Goals
“Michelle has helped me to stay on track and successfully navigate the very deep IRS jungle, an excellent resource who now exclusively handles all of my business and personal tax needs; with her experience, and guidance I have found myself to be in ve...”
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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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Chapwood Capital Investments
“Got to say, Ed is a careful investor.”
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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.”
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Moss, Luse & Womble
- Financial Planning
- Dental
- Team
“Their workflow integration of taxes, payroll, and advising for your business has given me hours back in my weeks and placed me the drivers seat with my decisions.”
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The Law Office of Briana C. Robertson
- Number
- Knowledge
“Robertson walking me through each detail, fine combing through my content and literature, and answering any and all questions I had through this entire process.”
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Lampados Financial Group
- Goals
- Illiterate
- Success
“Chudi's passion, experience and education on finances has given me the confidence to make financial decisions that can set me up for financial freedom and success.”
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Avant Tax and Finance
“Highly Recommend!!”
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Bland Garvey
“Competent, neatly prepped despite all the moving parts.”
Retirement Planning and Investment Management Services in Rowlett, TX Cost Estimates
Minimum cost
$1097
Maximum cost
$9322
National Average
$3290
Avg Per Hour Rates
$329
$2194
$6032
Average price range is based on 550 cost profiles
Why these companies made our list
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