Top 15 Financial Advisors in Allen, TX

Red Headed Reviewer We are visiting elderly grandparents here. They took us to meet their financial advisor at Valley Financial in the event that something should happen to them. What could have been an uncomfortable conversation, instead the meeting was very helpful and informative for all involved.

Janet Gordon I’ve been a client of ACT Wealth Management since the firm opened 13 years ago. They handle multiple accounts for my entire portfolio. I would not consider using anyone else. I’ve been burned in the past by “brokers.” 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.

Naida Ramos Thank you! Process was very smooth and easy, I totally recommend them

Maria Villarreal Ms. Monica was amazing, as a first time home buyer she helped put me at ease and explained the loan process step by step. She was always available and was able to answer all my questions confidently. She had my best interest at heart and helped me find home insurance that fit my budget she also helped me lock a great interest rate! I strongly recommend her expertise!

Sherrilyn Price Steven Dawson was recommended to us when we were clueless about how to handle my mothers financial accounts when she became unable to handle them herself. We quickly realized he would be a great asset in getting our own accounts in order. Steven and his team take care to know the individual first, then take equal care to fit investment strategies to the individual needs and preferences. He is thorough in covering all details and ensuring that we are well-informed and confident in all decisions and actions. We connect with him as an advisor, a Christian, and a friend.

Gustavo Zamora Great customer service and communication will definitely return if I need too

Mario Nanni I highly recommend MG Wealth Strategies as a financial advisor. He is extremely professional, taking the time to understand your unique situation and build a personalized strategy for both the present and future. His expert guidance provides true peace of mind, knowing your financial goals are in good hands. If you’re looking for a knowledgeable and trustworthy advisor, Mario G. is an excellent choice!

Beto C I have had the pleasure of working with Elda Castillo as my financial advisor at Edward Jones, and I couldnt be more satisfied with her services. Eldas expertise and dedication have been invaluable in helping me plan for my financial future

Paul Reyes Two thumbs up!! Sergio does an excellent job keeping me updated and on track in my retirement. I highly recommend him!

Don Sivley Every member of the team that I have worked with at NTX Wealth has been so great and supportive! I don’t have the desire to manage all the complications related to my retirement accounts, and plan to open a regular investment account line when it’s time for me to take my required distributions. Rob is my advisor and he’s someone you just enjoy talking to, and answers all of my questions well. I trust NTX Wealth to make good choices for my investments and highly recommend the team!

J. Gomez The process is easy and actually fool-proof. While they do require a car title, if you sign up for automatic payments every month, you dont have to worry about it. I was able to consolidate all my debt into one payment. Lifesavers.

Thomas Beckman Joe has a wonderful approach to managing our wealth. Were glad we have such a competent, knowledgeable person managing our portfolio.

G Perry Curtis Come see what we do differently than all the rest.

Cristina burgos Great staff......Love that Eric is such an understanding person he is so Awesome. He works around your schedule and explains every question you have and makes you feel very comfortable. Definitely will take my business to him. Thank you Mr Eric for you patience and your Awesome Customer Service

Kendra Barnes Weve had Accent Financial Services manage our taxes for years, before Matthew Butscheks passing, and currently. The team here is very thorough, patient, and a pleasure to work with. Id recommend them to anyone.