Top 15 Financial Advisors in McKinney, TX

Kylie Nutting I had a fantastic experience working with Lucinda and Brad. They are incredibly knowledgeable, efficient, and well-organized. Their expertise made the process smooth and stress-free, and they handled all of my financial needs with care and professionalism. I highly recommend them.

Yahoo Having spent the better part of the last 3 year with Bob, I can tell you that he is a genuine person and has your best interests in mind. It takes someone who is knowledgeable, has a passion for finances, and thinks outside of the box to achieve tangible financial success. He has done that for me. I consider him a friend who truly values my time, family, and accomplishments - in both business as well as personal endeavors.

Prasad Shank A Lifesaver When I Needed It Most — Thank You, Mr. Shawn and FRS Credit I was going through a very difficult time dealing with the Monterey County Department of Child Support Services (MCDCSS). They had only given me one screenshot and one draft, and refused to release the audit logs or full details about the credit reporting corrections I requested. As someone representing myself in court—with limited English and no legal background—I had already filed multiple motions and was struggling to understand what was really happening. That’s when someone like an angel from the sky appeared—Mr. Shawn from FRS Credit. I explained my situation, and within just one phone call, he listened patiently and immediately identified the core issue. In one clear sentence, he told me: "MCDCSS has not fixed your credit history or report." That insight changed everything for me. I am beyond grateful. Mr. Shawn was kind, respectful, and deeply understanding of my challenges—especially as someone from India navigating a complex system. He never judged me for my English, and he treated me with the kind of care and professionalism you don’t find easily. And the best part? He did all of this without charging me a single dollar. I wholeheartedly recommend Mr. Shawn and FRS Credit to anyone who needs help with their credit report. He is knowledgeable, compassionate, and genuinely wants to help people. If you need guidance—he’s the person you want in your corner.

Pia Lucero Wendall is a terrific financial planner. He listens to you, doesn’t rush you, has amazing follow through and is genuinely honest and trustworthy. I’d highly recommend him no matter what stage of life you are in for you financial needs. He’s goes above and beyond to help his clients as I’ve seen first hand during this crazy season we are in.

Elite Nurse Aide Training Ryan and Sharon are the absolute BEST. They exceeded all my expectations when educating me on financial planning. As an inexperienced investor, they were able to answer all my questions and allowed me to voice questions and concerns without judgement. This was not the case with previous companies. If you want security and peace of mind, they are the ones for you.

Taylor Craig Mrs.Teresa being recommended to me was the best thing ever.She is very knowledgeable with her business and never left a question unanswered. She helped us with everything beginning to end with starting our business and we are very grateful. And also this will be my second year filing taxes with Fierce FInancial Planning Services and I love it here!

Ashley Bonds They said I was approved for a loan. I submitted additional information and they come back and said with my additional income I have a negative budget which makes no sense. These people are dishonest, don’t know what they are doing and are not properly trained in customer service. I would not recommend getting a loan though them as they will run your credit 2 to 3 times and offer to help dispute the inquiries only to not be of assistance at all.

Barbara White Thank you Steve Shelvey for being our advisor with Trajan Wealth. He has been very helpful with explaining the plans and investments for our future investments. He is very knowledgeable and listened to our desires regarding our future. Looking forward to seeing growth in our future.

Kerry Cassuto I’ve been working with Sarah Marshall and Cristi Jo with Texans Wealth Management for over 15 years, and I can honestly say the experience has been exceptional. From the beginning, they have taken the time to truly understand my goals and have consistently provided sound, personalized financial advice. What I value most is their trustworthiness and clear communication — I always feel informed and confident about my financial decisions. Over the years, Sarah has guided me through retirement planning / investments / major life changes, always explaining options in a way that’s easy to understand. Beyond their expertise, they are approachable, responsive, and genuinely care about their clients’ long-term success. I feel fortunate to have such a dependable partner in managing my finances and would wholeheartedly recommend Sarah Marshall to anyone looking for a knowledgeable and reliable financial advisor.

Keegan Garcia Scott and Karen are great to work with! I would recommend them for any and all of your financial service needs!

Steven Scott Chad Rainey is the consummate professional. I have trusted his expertise, wisdom and integrity for many years and continue trust him with the financial future of my family.

K Campbell Phil was so patient with my incessant questions about setting up a trust and even explained things in a manner in which even I could understand! Setting this up for us haven given my husband and I such a sense of peace i.e. having things in order! I highly recommend!

Mark France I was very impressed by their receptionist at the knowledge she had about all the services they provide. This is the place to go for financial advice and assistance!

Pamela Farris Eric is the consummate professional, knowledgeable, dedicated and up to the minute savvy on financial advising and wealth management. He also gives so much back to the community and caters to women and their financial needs. Please contact him if you need direction with your retirement and or savings. he will absolutely direct you on the right path to success!!!