Top 15 Financial Advisors in Dallas, TX

Katheryn Gatewood Lampados Financial Group’s guidance is truly the best out there. This man is professional, extremely, knowledgeable, patient, and hardworking. I will definitely recommend him to all of my family and friends.

D Me Its been a month and no money for short term disability. My adjuster took 3 weeks to talk to me 1 time all bc i bugged the crap out of her. Ive called today and requested a supervisor call back for the 3rd time. Nothing is getting done and due to being a single mom paying the bills ive had to resort to getting food pantry food and taking out my 401k just to pay bills and medical expenses.

Andrew Lynn Amazing company to get financing, customer support, and overall help to get your financial life back on track.

John Little Very responsive. Lot of knowledge.

Nick Patton Ive had the pleasure of allowing Randy Black to guide my financial life through several hurdles and left me back on track after many major life circumstances. With his guidance I have been able to shave 10 years off my timeline for retirement compared with my existing plan prior to our first engagement 8 yrs ago. If that doesnt give you a reason to allow him to review your current life plans and trajectory...then I must add that his genuine kindness stems from a strong commitment to servicing Gods children. His council has been invaluable as he has an unwavering goal of placing his clients within healthy budget while comfortably mitigating your necessary expenses of living, all the while he is hitting your goals for the future. Give Randy Black 60 mins of your time and I see if it doesnt improve the quality of your financial health and well being.

Jonathan Henderson The service is above board. Customer service has always been supportive. I have been a client for a " Decade " or more. I know that they have my interest in mind.

TK Campbell We havent had a financial planning advisor before, but we shouldve teamed up with 49 Financial a long time ago! Truly a different kind of company-- integrity and a true desire to put our interests first. They spent a long time listening to us talk about our needs and wants and then telling us how they can assist us get to the goal line! Dean Dillenberg really impressed us with his professionalism and knowledge, and his co-worker Liv Shin is enthusiastic and eager to help us find the right investment options. We would highly recommend you give them a call.

Daeisyy Wright This was a great event ! I definitely will be at the next one ! More people need to know about this! Woman events are the way to go!!

Amanda Rich I sure do miss helping you with your scheduling and for your events! You are the best with your clients! Always have everyone’s best interests at heart and genuinely care about their financial retirement and future! Hope you’re well friend! I remember one time I ordered a BUNCH of breakfast tacos for you from Taco Cabana for an event. You always treat your clients and prospective clients so amazing!

Paul Sartin Jonathan Meaney is my go-to referral for any of my legal clients looking for a financial advisor in DFW.

Dennis Mikhail Had my taxes done here a couple years ago, and then got audited 2 years later because they filed our taxes improperly. Being tax experts I would expect them to let us know hey this is not the way to do this or actually doing it the right way and then on top of that charging us $300 which was a discounted price to file our taxes with no audit protection according to them even though I remember them telling us that there was audit protection. Now my spouse and I owe $14,000 to the IRS and theyre of course not liable for anything like any other crooked business that doesnt want to do what they get paid to do. I understand if we have a debt we have a debt that is our responsibility but the reason to go to a tax expert is to make sure this type of thing doesnt happen. Otherwise we would have just done this ourselves or went to h&r block which would have charged a quarter of that price and had audit protection. I would stay away from these people if you want to make sure you dont have any legal repercussions with the IRS.

Doug Caldwell Two Morgan Stanley offices here as of June 2012 in buildings 200 & 300.

Jillian Waterbury This was part of an employer retirement plan. When I seperated from that company, it was extremely difficult to rollover my money to Fidelity. Voya treated me like a criminal when I asked for the verfication not to be sent to my old work address as I no longer had access to that email and they refused to verify me any other way ie with my SS#, address, DL # or any other data. It was extremely difficult to work with them.

David Malone I cannot say enough good things about Nick Lalonde (Third Act Wealth Management). We began visiting with him several years before I retired to help us put a solid retirement plan in place. I must say, I was nervous talking about my money with someone else. However, Nick quickly made us feel at ease by his expertise in his field and he clearly has our best interest at heart. He fully understands that we have retirement dreams. His plan for us included how we could still obtain those dreams while making our money work for us. Nick and his staff make themselves readily available to us whenever we have questions. I can highly recommend Nick Lalonde and his team with Third Act Wealth Management to help in your retirement dreams.

Scott Mansfield Wade Chessman and Sean Phillips have done an amazing job taking care of me and my family for many years. 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 tackle our financial goals. With child number three heading to college this Fall, I can say we would have been lost without their help. Wade and Sean have been instrumental in working with my parents as far back as I can remember and it brings me a lot of comfort to know that my parents are in good hands as they continue to realize their retirement dreams. Thank you Chessman Wealth for a job well done. Amy and I look forward to all the years ahead as you help navigate our plans into the future.