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Find The Best Financial Advisors in Rowlett, Texas

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 Rowlett is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Rowlett & pick the one as per your needs

How To Find The Best Financial Advisors in Rowlett, Texas

Last Updated - 24-Jan-2023

If you’re looking for qualified financial advisors in Rowlett, Texas, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 10 non-vetted financial advisors in Rowlett, Texas, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Rowlett, Texas have an average of 22 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Rowlett, Texas

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Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972-412-6064

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Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

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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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Jonathan Loeffler

Ascent Capital Partners

5956 Sherry Lane, 20th Floor

Dallas, TX 75225

928-503-2437

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

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Personal Capital

Personal Capital

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

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Bryn Henry

Guided Path Financial

5700 West Plano Parkway 2300

Plano, TX 75093

972-755-9000

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Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469-231-6040

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Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

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Retirement Planners of America

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

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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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Brian Hart

SageSpring Wealth Partners

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

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Glen Smith

GDS Wealth Management

1029 Long Prairie Road
Suite C

Flower Mound, TX 75022

469-212-8072

Additional Financial Advisors in Texas

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Allstate Personal Financial Representative: Sean Linder
Inquire with Allstate
4700 Rowlett Rd, Ste 101 Rowlett, TX 75088 214-980-5658
Rick Lucas | Nestegg Wealth Advisors
Inquire with Rick
3521 Main St, Ste 101, Rowlett, TX 75088 972-412-6064
Allstate Personal Financial Representative: Craig Miller
Inquire with Allstate
4700 Rowlett Rd, Rowlett, TX 75088 310-743-6556
Edward Jones
Inquire with Edward
8212 Liberty Grove Rd, Suite 300 Rowlett, TX 75089 469-596-0926
Edward Jones
Inquire with Edward
8212 Liberty Grove Rd, Suite 300 Rowlett, TX 75089 469-596-0926
Edward Jones
Inquire with Edward
8405 Lakeview Pkwy, Ste 216 Rowlett, TX 75088 972-412-9757
Edward Jones
Inquire with Edward
9101 Lakeview Parkway, Ste 300 Rowlett, TX 75088 972-412-3020
Edward Jones
Inquire with Edward
9101 Lakeview Parkway, Ste 300 Rowlett, TX 75088 972-412-3020
Edward Jones
Inquire with Edward
3705 Lakeview Pkwy, Ste 302 Rowlett, TX 75088 972-412-5543
Edward Jones
Inquire with Edward
3705 Lakeview Pkwy, Ste 302 Rowlett, TX 75088 972-412-5543

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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