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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Mckinney is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Mckinney & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Mckinney?

Looking for a qualified financial advisor in Mckinney? We can help you by narrowing down your options & listing the best financial advisors in Mckinney as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Mckinney near you with the list of certified and vetted Mckinney financial advisors.

List of Qualified Financial Advisors in Mckinney, Texas

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

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Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

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Kyle Shores

Merit

2801 Network Blvd.
Suite 503

Frisco, TX 75034

214-423-4204

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Brian Hart

Southwestern Investment Advisory Services, Inc.

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

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Jimmy Lee

Jtl Wealth Parnters

5700 Tennyson Parkway Suite 300

Plano, TX 75024

817-690-8102

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Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469-231-6040

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Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

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Justin Farris

Farris Capital Management Inc

15400 Knoll Trail Dr Suite 350

Dallas, TX 75248

214-525-2141

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Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

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John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

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Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

List of Additional Financial Advisors in Mckinney, Texas*

* Additional advisor listing is provided in partnership with Yext

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James Schwartz

972-516-1061

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Global Integrity Finance LLC

321 N. Central Expressway
Suite 360

McKinney, TX 75070
214-548-5190

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Wheat-Givens Financial, LLC

6401 South Custer Road
Suite 2000

McKinney, TX 75070
214-385-2415

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Life Path Wealth Advisors

6401 Eldorado Pkwy
Ste 336

McKinney, TX 75070
469-200-4708

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Sam Thornal - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
972-866-7969

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Andrew G Douthit - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
972-866-7965

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Edward Jones - Financial Advisor: Chris Smith

7850 Collin McKinney Pkwy
Suite 140

McKinney, TX 75070
972-396-7976

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City Electric Supply Mckinney

2010 Redbud Blvd
Suite 200

McKinney, TX 75069
469-545-1268

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Edward Jones - Financial Advisor: Sean Kemery, AAMS®|CRPC®

6951 Virginia Pkwy
Ste 305

McKinney, TX 75071
214-592-0003

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Edward Jones - Financial Advisor: Walter D Ashby, AAMS¿

6951 Virginia Pkwy
Suite 300

McKinney, TX 75071
972-569-8852

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Edward Jones - Financial Advisor: Crispin Hocate

2600 Eldorado Pkwy
Ste 260

McKinney, TX 75070
214-491-4022

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Encircle Wealth Advisors - Ameriprise Financial Services, LLC

8751 Collin McKinney Pkwy
Ste 301

McKinney, TX 75070
972-866-7969

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Edward Jones - Financial Advisor: Chad Rainey, CFP®

321 N Central Expwy
Suite 300

McKinney, TX 75070
469-919-0473

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Edward Jones - Financial Advisor: Amy E Redd

205 W Louisiana St
Ste 202

McKinney, TX 75069
214-856-4404

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Edward Jones - Financial Advisor: Chris Rothe, CRPC®

5060 Collin McKinney Pkwy
Suite 103

McKinney, TX 75070
469-352-9613

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Edward Jones - Financial Advisor: Trent Marsh

2600 Eldorado Pkwy
Ste 260

McKinney, TX 75070
214-491-4022

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Edward Jones - Financial Advisor: Robert E Stevens, CFP®

2760 Virginia Pkwy
Ste 300

McKinney, TX 75071
972-562-0115

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Edward Jones - Financial Advisor: Todd R Edwards

3128 Hudson Crossing
Bldg G

McKinney, TX 75070
972-542-5151

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Edward Jones - Financial Advisor: JR Foreman

2150 S Central Expressway
Suite 170

McKinney, TX 75070
469-907-1274

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Edward Jones - Financial Advisor: Mehdi Ahmadi

8951 Collin McKinney Pkwy
Suite 103

McKinney, TX 75070
469-919-0483

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Edward Jones - Financial Advisor: Ryan C Aylor, AAMS¿|CRPS®

6951 Virginia Pkwy
Ste 305

McKinney, TX 75071
214-592-0003

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Edward Jones - Financial Advisor: Sandi Dinehart

5080 Virginia Pkwy
Ste 200

McKinney, TX 75071
972-529-3560

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Allstate Personal Financial Representative: James Leaderer

3128 Hudson Xing
Ste G1

McKinney, TX 75070
817-504-0424

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Edward Jones - Financial Advisor: Dick Stevens, AAMS¿

205 W Louisiana St
Ste 202

McKinney, TX 75069
214-856-4404

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Edward Jones - Financial Advisor: Mark M Ahmadi, CFP®|ChFC®

2300 W White Ave
Ste 105

McKinney, TX 75071
972-542-8123

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Edward Jones - Financial Advisor: Denise R Dorbritz

7850 Collin McKinney Pkwy
Suite 140

McKinney, TX 75070
972-396-7976

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Edward Jones - Financial Advisor: Scott A Vedane

1833 W Hunt St
Suite 100

McKinney, TX 75069
972-548-0311

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Edward Jones - Financial Advisor: Peter Olsson

3725 S Lake Forest Dr
Suite 112

McKinney, TX 75070
469-625-2162

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Edward Jones - Financial Advisor: Marco Silva

4500 W Eldorado Pkwy
Ste 1400

McKinney, TX 75070
972-542-7089

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Edward Jones - Financial Advisor: Scott E Anderson, AAMS¿

1575 Heritage Dr
Ste 305

McKinney, TX 75069
469-678-5054

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Edward Jones - Financial Advisor: Christopher T Offner, AAMS¿

3900 S Stonebridge Drive
Suite 1404

McKinney, TX 75070
214-341-3708

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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