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Juanita Causey

CFP®, ChFC, CLU, AIF

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Houston Financial Center

675 Bering Dr, Ste 575
Houston, TX 77057
(713) 212-7565
CONNECT WITH Juanita
  • facebook link

Nic Gibson

CFP®

Capital Strategist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Career Change, Estate Planning...More

Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy
Dallas, TX 75206
(972) 960-1001

Justin B. Luddeke

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Texas and the surrounding communities.

Lee Financial Corporation

8350 N Central Expy, Ste 1800
Dallas, TX 75206
(972) 960-1001

Charles Douglas Dyer, Jr.

CFP®

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Money Matters with Ken Moraif

2820 Dallas Pkwy
Plano, TX 75093
(469) 246-3616

John Turner

CFP®

Financial Planner

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Business Taxes,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Turner Wealth Management, Inc.

1008 RR 620 S, Ste 202 Box 6
Lakeway, TX 78734
(512) 382-9554

JASON BOTTENFIELD

CFP®, CDFA

PARTNER | MANAGING DIRECTOR | WEALTH MANAGER

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Park Cities Group

4429 Bryn Mawr Dr
Dallas, TX 75225-6743
(469) 857-1525
CONNECT WITH JASON
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Jaclyn E. Bell

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Texas and the surrounding communities.

Houston Police Officers' Pension System

602 Sawyer St STE. 300
Houston, TX 77007
(713) 869-8734
CONNECT WITH Jaclyn
  • facebook link
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Michelle Gass

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Paradigm Advisors

6125 LUTHER LANE, #225
Dallas, TX 75225

Paradigm Advisors

8111 Preston Road
Dallas, TX 75225

Paradigm Advisors

310 W. Dickson Street
Fayetteville, AR 72701
(214) 756-6060
CONNECT WITH Michelle
  • linkedin link

Charles R. Elhoff, Jr.

CFP®, ChFC,CLU

Owner/Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Virtus Wealth Management, LLC

2535 E. Southlake Blvd., Suite 100
Southlake, TX 76092
(866) 407-4320
(817) 717-3812

Carol A. Anderson

CFP®

Vice President Sr Wealth Planner

Specialties: Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Estate Planning,...More

Financial Advisor serving Texas and the surrounding communities.

Merrill Lynch

Merrill Lynch, Suite 2000
DALLAS, TX 75206
(214) 750-2005

William Warren Bell

CFP®

Founding Managing Director

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Texas and the surrounding communities.

RCA Financial and Investment Services, LLC

1031 Andrews Highway, Ste 204
Midland, TX 79701-3914
(432) 695-6233

Dean L. Boebinger

CFP®

Director Emeritus

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Strategic Financial Concepts, LLC

14505 Palazzo Dr
Houston, TX 77070-2151
(281) 300-8120
CONNECT WITH Dean
  • linkedin link

Craig M. Greenway

CFP®, CPA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Texas and the surrounding communities.

7800 Dallas Pkwy, Ste 350
Plano, TX 75024
(972) 960-6460

Jay Kabad

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Jaykay Wealth Advisors, Inc

6200 Savoy, Suite 300
Houston, TX 77036
(713) 780-4575

Paul E. Palmer, Jr.

CFP®

Sr. Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Goodman Financial Corporation

5177 Richmond Ave, Ste 700
Houston, TX 77056-6752
(713) 599-1777
CONNECT WITH Paul
  • linkedin link

Troy A. Chesnut

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Texas and the surrounding communities.

Troy Chesnut & Associates, Inc.

4820 E Universtiy Blvd
Odessa, TX 79762
(432) 550-0901

Michael W. Evans

CFP®, CSA

President

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Long-term Care

Financial Advisor serving Texas and the surrounding communities.

Legacy Group

909 E Southeast Loop 323, Ste 210
Tyler, TX 75701-9608
(903) 245-0209
CONNECT WITH Michael
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Wayne Smith, III

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Texas and the surrounding communities.

Insight Wealth Partners, LLC

3333 Premier Dr, Suite 800
Plano, TX 75023
(866) 476-0379
(972) 543-4800

Bryan K. Lee

CFP®, MBA

Owner and Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Strategic Financial Planning, Inc.

6513 Preston Rd, Ste 100
Plano, TX 75024
(972) 403-1234

Debra Keitzer Outlaw

CFP®

Chief Financial Officer

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Mutual Funds,...More

Financial Advisor serving Texas and the surrounding communities.

Perryman Financial Advisory, Inc.

12221 Merit Dr., Ste 1660
Dallas, TX 75251
972-770-4800

Trudy R. Turner

CPA/PFS, CFP®, CPWA®

VP, Senior Wealth Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Goldman Sachs Personal Financial Management

5810 Tennyson Parkway, Suite 200
Plano, TX 75024
(972) 441-8064
CONNECT WITH Trudy
  • twitter link
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Ronald Tobleman

CFP®, CFA, FSA, ChFC

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Texas and the surrounding communities.

Rudd & Wisdom, Inc.

9500 Arboretum Blvd, Ste 200
Austin, TX 78759-6329
(512) 346-1590

W. Eric Hehman

CFP®

CEO

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving Texas and the surrounding communities.

Austin Asset

7200 North Mopac, Ste 315
Austin, TX 78731
(512) 453-6622

Melissa B. Brennan

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

ARS Private Wealth

1917 Belgium Dr
Plano, TX 75025-3129
(214) 558-0228

Bleckley Dobbs

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Employee...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Watercolor Financial

9600 Great Hills Trail, Suite 150W
Austin, TX 78759
(512) 250-1544

Jan G. Valecka

CFP®

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Texas and the surrounding communities.

Valecka Wealth Management

16610 Dallas Pkwy, Ste 1250
Dallas, TX 75248
(972) 899-1679

Joseph D. Greer

J.D., CFP®

Assistant Vice President

Specialties:

Financial Advisor serving Texas and the surrounding communities.

Austin Trust Company

Austin Trust Company, 336 S. Congress
Austin, TX 78704
(512) 478-2121

Steve O. Oniya

CFP®, ChFC®, MBA

President, Chartered Financial Consultant®

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Financial Advisor serving Texas and the surrounding communities.

OM Investments

Virtual & Remote
Houston, TX 77083
(281) 584-3405
CONNECT WITH Steve
  • linkedin link

Gary R. Rodgers

CFP®CPA/PFS ChFC AIF

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Fee Only Financial Advisor serving Texas and the surrounding communities.

Intrua Financial

5000 Plaza on the Lake, Suite 130
Austin, TX 78746
(512) 282-0865

David Lindau

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Texas and the surrounding communities.

Lauterbach Financial Advisors LLC

4130 Rio Bravo St, Suite B
El Paso, TX 79902-1002
(915) 544-6950