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Blair Financial Advisors

(32)

Questions
Expertise
Respect

“I have always been wary of investing in general, but Greg and Brett do their absolute best to not only make you feel secure with the whole process, but you can tell they really do care about their clients.”

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Eaton, Quenzer & Associate

(49)

Questions
Team
Information

“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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Your Money Matters | Tax Preparation Office

(49)

Questions
Job
Company

“A few years ago I used other tax service companies and sometimes the preparers didn't seem to know what they were doing and had to ask someone else questions, but with Ron, he knows exactly what the laws are right there and then, he's extremely knowl...”

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Fierce Financial Planning Services

(48)

Questions
Information
Tax Laws

“Very upfront and professional and if there's any financial hole you dig yourself into she's going to do her best to set it right and guide you through it all I personally got nothing but wonderful information about This company service and had the ti...”

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Generational Group

(47)

“Did the conference again July 2023 and can only say this strengthens my determination to work with Generational at couple of opportunities I have to use their services.”

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North Texas Wealth Management

(21)

Retirement
Portfolio
Sound

“Have 'worked' with NTWM for 8+ years and they helped get us ready to retire and then ever since (we retired 3 years ago) - a different firm said we were not going to be able to retire until our mid 80's but NTWM has proven that firm was wrong.”

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The 24 firms listed for Wylie, 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: Wylie, TX

The 24 firms on this page are rated from 4.0 to 5.0 across 1,093 reviews; 5 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (83%) and responsiveness (78%). The topics that come up most in reviews of the firms on this page are "efficient", "attention to detail" and "communication". 2 are open on Saturdays. The services the firms on this page list most often on their websites are retirement planning (5), tax services (3), business services (2), business valuation (2) and cash flow management (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 2 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 56 years. 3 offer payment plans; 3 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; 22 publish a contact page; 22 list a public email and 9 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 any financial advisers listed for Wylie offer a free first meeting?

3 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

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Harman Cpas and Associates (Formerly Harman Crowell Dias Cpas

(35)

Questions
Understanding
Financial

“They have been doing the tax work for me and my family for over a decade we continue to be very satisfied with the hard work and innovation of the firm, in particular Wendy Steinkamp and her team.”

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Chessman Wealth Strategies

(32)

Investments
Trust
Management

“It was my father who first recommended Wade to us when Amy & I got married over 20 years ago and we are so grateful for their expertise and the gentle way they have worked with us through the years as well as their no nonsense approach to helping us ...”

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Thompson Financial & CO

(32)

Credit Repair
Needs
Company

“I found him on Facebook and watched him help tons of people and figured it was fine for me, I'm honestly so happy I did and I genuinely feel like I picked a great person to help me with my credit!”

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Third Act Wealth Management

(30)

Team
Markets
Questions

“My portfolio grew nicely the next few years and when COVID turned the markets upside down, Nick was ready with a defensive strategy that limited my exposure and positioned my portfolio to grow as we came out of the COVID pandemic.”

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Agrawal & Associates

(17)

Books
Efficient
Finances

“These are not mutually exclusive qualities in business, and that is what we needed, were looking for, and found in our efforts to secure reliable, approachable tax filing representation with Agrawal & Associates PC this year.”

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L&H Cpas and Advisors - Dallas CPA Firm

(18)

Goals
Financial

“As a bookkeeper posting client transactions to Quick Books in order for a CPA to prepare tax returns, I am very grateful for the integrity, intelligence and timeliness provided by Bryan Davis, CPA, the communication and team effort from Tzu-Hu Yang, ...”

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Assetbuilder

(1)

“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.”

Featured

Why I Became a Financial Advisor I learned early on that proper financial management is something many people struggle with, either because of lack of time or information. Money, and how much or little you have, can significantly affect your quality of life. It determines which options are available to you, drives your decision-making, and can bring either security or headaches. I pursued this career wholeheartedly because in helping people with their money, I was also helping them with the rest of their lives.

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Melton, Fangman & Company

(1)

“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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Krishna Wealth Planning

(11)

Portfolio
Options
Questions

“We have been doing our own finances for over a decade and a half but decided to go with an advisor this past year due to the rising complexity of managing our portfolio amid evolving legislations.”

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Bland Garvey

(1)

“Competent, neatly prepped despite all the moving parts.”

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Stock and Company

(2)

“I don't think anyone knows more about taxes and accounting than he does!”

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Xponify Financial

(13)

Financial Institutions
Questions
Team

“Have been with several “Name” financial institutions since 92; and Xponify has been far and away the best that we have used!”

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Your Richest Life

(4)

“Katie is personable, consistent in her follow-up, thorough, very knowledgeable, and uses online tools that make the collaborative process easier when tracking our financial progress and goals.”

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Yield Financial Advisors

(4)

“He also was determined to share actionable recommendations with me, so that I had tangible steps to take coming out of our discussions together.”

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Miranda CPA

(6)

Paying

“Most recently, and why I am now posting this review, is that he has proactively reached out to me with reminders on my voucher schedules and surveying me for my 2020 tax preparations.”

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ACT Wealth Management

(6)

Decisions
Team
Attention

“” ACT''s integrity, attention to each client's individual needs and immediate access to a great staff are just a few of the reasons I highly recommend this firm.”

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Inspire Financial Group

(6)

Retirement
Advisor

“I am grateful that he chose to visit my campus on the day that he did, all those years ago, and grateful that I decided to fill out a form saying I'd like more information.”

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Vision Financial Planning

(1)

“Wade Arnold has been our financial advisor for more than 20 years and has always done an excellent job.”

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Best Financial Advisors near Wylie, TX

Blair Financial Advisors

Eaton, Quenzer & Associate

Your Money Matters | Tax Preparation Office

Fierce Financial Planning Services

Generational Group

North Texas Wealth Management

Area overview: Wylie, TX

Harman Cpas and Associates (Formerly Harman Crowell Dias Cpas

Chessman Wealth Strategies

Thompson Financial & CO

Third Act Wealth Management

Agrawal & Associates

L&H Cpas and Advisors - Dallas CPA Firm

Assetbuilder

Melton, Fangman & Company

Krishna Wealth Planning

Bland Garvey

Stock and Company

Xponify Financial

Your Richest Life

Yield Financial Advisors

Miranda CPA

ACT Wealth Management

Inspire Financial Group

Vision Financial Planning

Why these companies made our list

Financial Advisors near Wylie

Popular in Wylie