Best Financial Advisors in Wylie, TX

The highest-rated Financial Planning & Wealth Management firms out of 336 vetted & reviewed in the Wylie area.

Blair Financial Advisors

Blair Financial Advisors

Best of 2022
(16)
  • Investing
  • Future
  • Attention
“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.”
In Business Since 2017
Free Initial Consultation
100 Lyndhurst Dr, Wylie, TX
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Jal Dennis Group

Jal Dennis Group

(2)
Financial Planning, Estate Planning, Tax Strategies
“They have taken care of our portfolio and I can trust that they are working for me.”
In Business Since 2012
Licensed, BBB Rating: A+
Below Average Price Tag
601 Commerce St, Wylie, TX
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John Harman, CPA

John Harman, CPA

(11)
New Tax Law: the Big Changes, Business Advisory, Physicians and Health Care Professionals
“I have been using John and his business for about 15 years for both personal and several different businesses and corporations; for both accounting/book keeping and tax services.”
In Business Since 2004
Transparent Fees & Pricing
1402 Custer Rd #102, Mc Kinney, TX
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Brindle & Bay Wealth Management

Brindle & Bay Wealth Management

(20)
  • Retirement
  • Information
  • Feel
“I have known Nick and Connie for 5 years before they started Stonebridge Financial and there is no one else i would trust with my finances other than Nick, and Connies is just wonderful to work with.”
In Business Since 2020
5899 Preston Rd Ste. 1103, Frisco, TX
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Domain Tax Advisors

Domain Tax Advisors

(11)
  • Professional
  • Questions
“Domain Tax Advisors is a firm that you don't want to miss out on; no matter if you are a sophisticated investor, an average family household individual, or an aspiring youngster like myself who dabbles real estate, stocks, alternative investments, an...”
In Business Since 2018
Licensed
Above Average Price Tag
5700 Granite Pkwy Suite 200, Plano, TX
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Financial Renovation Solutions

Financial Renovation Solutions

(19)
What We Do, Business Credit, Cost
“The lender issued issued us a pre-qualification to start building our new home, but strongly urged us to enroll in credit repair upfront so that we didn't run the risk of not being able to close on the home or stuck with a high interest rate.”
In Business Since 2013
Average Price Tag
6401 W Eldorado Pkwy #122, Mc Kinney, TX
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Gordon Oak Financial

Gordon Oak Financial

(17)
  • Goals
  • Understand
  • Feel
“Jeff helped me by tailoring a plan to work towards my future goals and explained the different aspects managing my personal finance (budgeting, cash, taxes, 401k, HSA, Roth, equity, etc) to me in a way where I could understand since I wasn't very wel...”
In Business Since 2020
6010 Spring Creek Pkwy, Plano, TX
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Wayne the Credit Guy

Wayne the Credit Guy

(20)
  • Family
  • Credit Score
  • Call
“The thing that impressed me the most was how professional Wayne was and how we could follow our progress on the customer portal from the first day to today- seeing our progress, what has been removed and how many things are left to improve.”
In Business Since 2008
6401 W Eldorado Pkwy STE 104, Mc Kinney, TX
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American National Bank of Texas

American National Bank of Texas

(7)
“They are a great group of people, most have been there quite a while and we feel good working with them!”
In Business Since 1999
Average Price Tag
1101 E Plano Pkwy, Plano, TX
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Asset Builder

Asset Builder

(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.”
In Business Since 2009
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts Cash
1255 W 15th St #1000, Plano, TX
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Pearl Financial Planning

Pearl Financial Planning

(1)
Services, Why Cfp?
“Gretchen did an amazing job drawing up an action plan that was easy to follow and put us on the right track to meet our financial goals.”
In Business Since 2016
Free Initial Consultation
7800 Preston Rd #149, Plano, TX
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Infinity Credit and Financial Services

Infinity Credit and Financial Services

(4)
Life Insurance With Living Benefits, Student Loan Consolidation & Forgiveness, Individual Retirement Planning
“He helped me and family get Living Benefits and helped my daughter save on her student loans, which was a huge help to her.”
In Business Since 2018
Average Price Tag
2770 Main St #207, Frisco, TX
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Krishna Wealth Planning

Krishna Wealth Planning

(7)
“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.”
In Business Since 2019
Transparent Fees & Pricing
5900 S Lake Forest Dr Ste 300, Mc Kinney, TX
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Watchman Group

Watchman Group

(3)
Investment Management, Family Office Services, Financial Planning
“Excellent staff and excellent financial planner.”
In Business Since 2004
5045 Lorimar Dr, Plano, TX
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Cantrill Financial Group

Cantrill Financial Group

(2)
Holistic Financial Planning, Advanced IRA and Tax Management Strategies, Retirement Planning
“Cantrill Financial has tax preparation services and for someone who spends 50% of my time in another state, receives per diem and travel stipends—they knew just how to sort my taxes out and give me my best return to date.”
In Business Since 2010
2440 Timber Ridge Dr Suite 103, Frisco, TX
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Legacy Planning Group

Legacy Planning Group

(1)
Planning & Advice, Estate Planning, Small Business Retirement Plans
“They display the highest level of concern for the responsibility of being a true fiduciary for their clients.”
In Business Since 1999
Accepts All Major Credit Cards
119 W Virginia St Suite 200-201, Mc Kinney, TX
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Londyn's Financial Services

Londyn's Financial Services

(1)
“I was trying to get a loan for my home and an old debt that had been paid showed up on my credit report.”
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
3333 Preston Rd., Frisco, TX,
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Schlegel Dunn

Schlegel Dunn

(1)
The Financial Plan, Estate Planning, Investments
“Have been working with this firm for several years now and am very happy with my financial advisor.”
In Business Since 2010
5700 Granite Pkwy STE 200, Plano, TX
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Financial Colors WM

Financial Colors WM

(9)
Become A Client, Right Capital, Advicepay
“Joel does not sell me anything, gives me great advice and solutions, always gets back to me in a timely manner, is very professional and always has great resource to help with my financial goals.”
In Business Since 2018
5700 Granite Pkwy STE 200, Plano, TX
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Swan Capital Financial Planning

Swan Capital Financial Planning

(3)
“He is very good at teaching me how “the game”works even if he has to explain it to me every time we speak.”
In Business Since 2020
Transparent Fees & Pricing
6303 Frisco Square Blvd #354, Frisco, TX
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Retirement Planning and Investment Management Services Estimated Cost in Wylie, TX 2022

Minimum cost
$1040
Maximum cost
$8840
National Average
$3120
Avg Per Hour Rates
$312
$2080
$5720
Fair price range based on 198 cost profiles
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Average Cost $3120
Minimum cost $1040
Maximum cost $8840
Avg Per Hour Rates $312

Typical range $2080 to $5720 is based on 198 cost profiles.

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