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Jacob George, CPA
- Price
- Small Business
- Tax Return
“I have tried several other accounting firms and been unhappy with their service/product delivery and plan to keep my business with Jacob George, CPA, PC.”
Best Financial Advisors in Tyler, TX
24 firms listed · all 24 in Tyler · 1 open weekends · 7 rated 4.5+ · 2 show a license
Data verified October 21, 2026
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Texas Financial and Retirement
“I do not like to think about investments and having enough money for retirement.”
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Sound Harbor Financial
“I went to get advice for insurance and was treated with respect and courtesy by a knowledgeable agent - highly recommend”
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Rodger Johnson, Financial Advisor - Johnson Financial Group
“His interest is building a relationship with you and offering his advice.”
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Legacy Group
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Roseman Wealth Advisors
The 24 firms listed for Tyler, 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: Tyler, TX
All 24 firms we list here are in Tyler itself. We have 26 firms in Tyler on file; this page shows the highest-rated 24. 7 of the firms on this page have a rating, from 4.9 to 5.0 across 96 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are our firm (2), retirement planning (2) and tax planning (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 44 years. 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 18 publish a contact page; 18 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Tyler take financial planning bookings online?
4 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.
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Income Solutions
“With her guidance, our investments have increased in value even through tough times.”
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Tarango Financial Group
“Will absolutely be coming back next tax season and I highly recommend!”
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Freedom Financial Group
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Lange Wealth Management
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Gentry Financial Group
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Rose Point Capital Advisors
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Hodges Financial Services
“I have used Taylor Hodges for investing for several years and appreciate his knowledge & advice in the markets.”
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Clifford-Lewis Private Wealth
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Bisonwood Financial Management
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Bates Wealth Strategies
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Magnolia Financial Strategies
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Henry Dennard Personal Financial Planning
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Financial Synergies Wealth Advisors
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Arrowhead Royalty
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Morton Financial Strategies
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7 Waters Financial Advisors
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Azalea Wealth Partners / LPL Financial
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Wealth Planning Advisors
Retirement Planning and Investment Management Services in Tyler, TX Cost Estimates
Minimum cost
$1171
Maximum cost
$9951
National Average
$3513
Avg Per Hour Rates
$352
$2342
$6439
Typical price range is based on 507 cost profiles
Why these companies made our list
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