texas Date: 09-25-2025

Top 15 Financial Advisors in Lewisville, TX

	Financial Advisor	Address
1	♠ Triad Financial	2701 Highpoint Oaks Dr, Lewisville, TX 75067
2	♠ Lake Dallas Financial LLC	650 Edmonds Ln STE 100, Lewisville, TX 75067
3	♠ Merit Financial Advisors	4400 State Hwy 121 #200, Lewisville, TX 75056
4	♠ H & S Financial Inc	804 Office Park Cir, Lewisville, TX 75057
5	♠ Edward Jones - Financial Advisor: David Goldmeyer	113 N Poydras St Ste 203, Lewisville, TX 75057
6	♠ Edward Jones - Financial Advisor: Jennifer L Gingrich	579 N Valley Pkwy Suite 110, Lewisville, TX 75067
7	♠ Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC	2681 MacArthur Blvd Suite 306, Lewisville, TX 75067
8	♠ Orbin & Cooper Wealth Management	401 E Corporate Dr #242, Lewisville, TX 75057
9	♠ Raymond James Financial Services	2871 Lake Vista Dr #125, Lewisville, TX 75067
10	♠ Envision Financial Solutions	2785 Rockbrook Dr # 304, Lewisville, TX 75067
11	♠ Ray Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC	870 Hebron Pkwy Ste 702, Lewisville, TX 75057
12	♠ SHAHBAZ FINANCIAL SERVICES	628 King Lionel Ln, Lewisville, TX 75056
13	♠ Savers Financial Solution	2785 Rockbrook Dr # 304, Lewisville, TX 75067
14	♠ Houston & Associates - Ameriprise Financial Services, LLC	417 Oakbend Dr #270, Lewisville, TX 75067
15	♠ Forensic Financial Consulting Services	1565 W Main St #208, Lewisville, TX 75067

1.Triad Financial

Address: 2701 Highpoint Oaks Dr, Lewisville, TX 75067

(7) user ratings total:

Tanya Antele Was able to buy my 1st home with them it is definitely a blessing we had to live in rent the past 12 years and deal with slunlords and crackhead neighbors now we live in a much better place.!!!!!

5 /5

2.Lake Dallas Financial LLC

Address: 650 Edmonds Ln STE 100, Lewisville, TX 75067

(6) user ratings total:

Israel Romero Great tax advisor I been doing my taxes here for the past 4 years and I’m beyond happy with the service I strongly recommend this place for business or personal taxes. Miss Sirlene will take really good care of you.

5 /5

3.Merit Financial Advisors

Address: 4400 State Hwy 121 #200, Lewisville, TX 75056

(6) user ratings total:

Darin Smith I have been with Kris and Global Wealth Advisors for many years. They have helped me retire early at 57! The team at GWA is fantastic. From Kris, Tiffany to Kamryn, they make you feel informed and comforted.

5 /5

4.H & S Financial Inc

Address: 804 Office Park Cir, Lewisville, TX 75057

(3) user ratings total:

Tammy Odom Stop spam calling me. I do not agree to your unwarranted calls and contact

1 /5

5.Edward Jones - Financial Advisor: David Goldmeyer

Address: 113 N Poydras St Ste 203, Lewisville, TX 75057

(3) user ratings total:

Collin E David Goldmeyer at Edward Jones is an exceptional financial advisor. His expertise, professionalism, and commitment to his clients set him apart. With Davids guidance, Ive experienced financial growth and peace of mind. He takes the time to understand individual goals and tailors strategies accordingly. A five-star review is a testament to his unwavering dedication to helping clients secure their financial future.

5 /5

6.Edward Jones - Financial Advisor: Jennifer L Gingrich

Address: 579 N Valley Pkwy Suite 110, Lewisville, TX 75067

(2) user ratings total:

Del Gutierrez Jennifer and Jessica do a great job keeping me on top of the retirement plans. Recommended.

5 /5

7.Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC

Address: 2681 MacArthur Blvd Suite 306, Lewisville, TX 75067

(2) user ratings total:

Mark Carlson I’ve used Steve for 15 years, and have always had great service and questions answered. He sits down with me yearly to go over the years results, as well as ideas to better serve me as I’ve gotten older. Ive recommended him to others in the past, and will continue to do so.

5 /5