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Jaime Galvan

CFP®

Partner 12.05 Miles

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

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

Spectrum Strategies, L.L.C.

13455 Noel Road, 20th floor
Dallas, TX 75240
(972) 455-4346

Alan Goldfarb

CFP®, AIF, MBA

Senior Wealth Advisor 7.64 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Financial Strategies Group

10747 Villager Rd, Apt A
Dallas, TX 75230-3936
(972) 333-0120
CONNECT WITH Alan
  • linkedin link

Robert Allen Cox

CFP®

Senior Wealth Advisor 5.4 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Insurance

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

Mercer Advisors

8117 Preston Rd, Ste 700
Dallas, TX 75225
(214) 378-2224

Thomas J. McBride

CFP®, CIMA®,CPWA®

4.24 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Merrill Lynch

5910 N Central Expy, Ste 2000
Dallas, TX 75206-5152
(214) 750-2004

Allen J. Dogger

CFP®

Senior Vice President - Investments 0.75 Miles

Specialties: Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement...More

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

UBS Financial Services, Inc.

100 Crescent Court, Ste 600
Dallas, TX 75201
(214) 932-8917

Clark D. Randall

CFP®CLU AEP AIF RSSA

Director of Financial Planner 6.13 Miles

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

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

Creekmur Wealth Advisors

PO Box 764222
Dallas, TX 75349
(972) 371-0344

Hank N. Mulvihill, Jr.

CCM, CWS, CFP®

11.41 Miles

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

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

Smith Anglin Financial, LLC

14755 Preston Road, Ste 700
Dallas, TX 75254
(800) 301-8486
(972) 267-1244

Ted D. Snow

CFP®

Founder/Owner 12.02 Miles

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

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

Snow Financial Group, LLC

12404 Park Central Drive, Suite 125-S
Dallas, TX 75251
(469) 522-4056

Viktor Szucs

CFP®

Senior Vice President 0.77 Miles

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

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

UBS

100 Crescent Court, Suite 600
Dallas, TX 75201
(214) 382-2216
CONNECT WITH Viktor
  • linkedin link

Jenny Armstrong

CFP®

6 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

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

Dan Mauck

CFP®

22.76 Miles

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

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Lee Financial Corporation

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

Mark McClanahan

CFP®

Advisor 5.46 Miles

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

Corient

5950 Sherry Ln, Ste 600
Dallas, TX 75225-6562
(214) 360-7000

Eric S. Shaffer

CFP®

Financial Advisor 14.07 Miles

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

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

Kuhn Capital Partners

4428 Hallmark Dr
Dallas, TX 75229
(214) 534-9002

Jon L. Weinstein

CFP®

Financial Advisor 9.68 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Cetera Advisor Networks

5809 Lakehurst Ave
Dallas, TX 75230-5031
(972) 385-1106

Lora J. Hoff

CFP® CPWA®

Wealth Manager 7.64 Miles

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

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

IPI Wealth Mgmt, Dallas

10440 N Central Expwy, Ste 1040
Dallas, TX 75231
(214) 706-0839

Thomas E. Murphy

CFP®

Chief Executive Officer 10.06 Miles

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

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

Murphy & Sylvest

13760 Noel Rd, Ste 300
Dallas, TX 75240
(214) 373-8362

Craig Cowles

CFP®

Partner 14.06 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

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

Mergent Group

7701 Lemmon Ave, Ste 260-A226
Dallas, TX 75209
(972) 590-8808

Claudia King

CFP®

Financial Advisor 9.95 Miles

Specialties: Attending College, 401(k)/403(b)/IRAs, Annuities, Career Change, Investment Management,...More

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

Beacon Financial Advisors

13155 Noel Road, Suite 900
Dallas, TX 75240
(972) 918-5130
CONNECT WITH Claudia
  • linkedin link

Mark Koellner

CFP®, CRPC®

5.99 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Steel Peak Wealth Management

8350 N. Central Expressway, Suite 1900
Dallas, TX 75206
214-441-7575
CONNECT WITH Mark
  • linkedin link

Laura Marquard

CFP®

Financial Planner 9.35 Miles

Specialties:

Financial Advisor serving Dallas, Texas and the surrounding communities.

Equitable Advisors

12377 Merit Dr, Ste 1500
Dallas, TX 75251
(972) 455-9112

Michelle Gass

CFP®

5.56 Miles

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

Fee Only Financial Advisor serving Dallas, 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

Bill E. Carter

CFP®, ChFC®, CLU®

Chief Executive Officer 9.26 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Carter Financial Management

12222 Merit Dr, Ste 1800
Dallas, TX 75251
(214) 363-4200

Kim Abmeyer

CFA, CFP®, EA

11.53 Miles

Specialties:

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

Abmeyer Wealth Management

5001 Spring Valley Rd., Suite 810W
Dallas, TX 75244
214-544-9450

Emerald Ward

CFP®

20.72 Miles

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

Fee Only Financial Advisor serving Dallas, Texas and the surrounding communities.

5960 Berkshire Lane, Ste 1150
Dallas, TX 75225
(214) 646-8747

Mark B. Cannon

CFP®

President/Private Wealth Advisor 4.24 Miles

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

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

Luminate

1601 Elm Street, Suite 4350
Dallas, TX 75201
(214) 272-7919
CONNECT WITH Mark
  • facebook link
  • linkedin link

Patrick Fontana

CFP®

Founder 9.09 Miles

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

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

Fontana Financial Planning

12240 Inwood Rd STE 450
Dallas, TX 75244-8089
(214) 400-1001
CONNECT WITH Patrick
  • facebook link
  • linkedin link

Daniel Brauer

CFP®

3.85 Miles

Specialties:

Financial Advisor serving Dallas, Texas and the surrounding communities.

JPMorgan

3111 Drexel Dr
Dallas, TX 75205-2910
(630) 532-4083

Cole Patterson

CFP®

0.77 Miles

Specialties: Comprehensive Financial Planning

Financial Advisor serving Dallas, Texas and the surrounding communities.

100 Crescent Ct, Suite 600
Dallas, TX 75201
(214) 382-2218

John Hoover

CFP®

1.63 Miles

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

Financial Advisor serving Dallas, Texas and the surrounding communities.

Virtual
Dallas, TX 75204
(972) 573-0391
CONNECT WITH John
  • linkedin link

Gregory D. Gardner

CFP®

President 4.24 Miles

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

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

The Gardner Group

5656 N. Central Expressway, Suite 500
Dallas, TX 75206
(214) 706-4369