Financial Advisors in Mesquite, Texas (Dallas County)

Anthony Pampel, CFP, CFS, MBA, Other

Jean Keener, CFP, CRPC
Keener Financial Planning is a financial planning and registered investment advisory firm. We provide as-needed financial planning and advice to people at all financial levels. Keener Financial Planning's top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money. Up-to-date knowledge is one of the strengths of Keener Financial Planning. Jean is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association. We provide a free, no-obligation get-acquainted meeting to all potential clients. Please call or go to our website at www.KeenerFinancial.com to schedule an appointment. Start Planning to Live Well today.... See More

Derek Childs, CFP
HFS Wealth Management has counseled individuals, families, business owners and institutions in all matters related to growing and protecting wealth since 1994. Our mission is to provide superior wealth management services in every client relationship, and, as such, our clients have come to expect an uncommon level of service with uncompromising integrity.
We take pride in knowing our clients not only on a financial level but on a personal level as well. Each client relationship is treated as a trusted partnership. We are in the business of helping people and have developed a team based approach to deliver objective, customized, innovative and flexible solutions. Our integrated team of advisors includes financial, investment, tax and estate planning professionals.... See More

Active Investment Management & Periodic Portfolio Reviews

Retirement Planning

Education Planning

Tax Advisory Services

Wealth Transfer Planning

Business Planning & Development

Insurance Reviews

Cash Management and Budgeting

Dallas, TX 75254

At Cadence, I use comprehensive financial analysis and time-tested financial strategies to create an individually tailored plan that helps my clients maximize their financial wealth and achieve their most important, personal goals. Because my firm is independent of any major financial services company, my advice is completely objective and my choices of planning strategies and financial instruments are unlimited. I try to provide you peace of mind that comes with knowing you have entrusted your financial future to a knowledgeable professional that truly cares about you.... See More

Chris Floyd, CFP, CPA

ManagingFinances.net covers topics on general areas of finance such as corporate, public and personal finance includes tax planning, retirement, and estate planning, etc. The blog provides info to help you manage your finances.

Freedom Founder is a community of like-minded investors that helps orthodontists or dentists to overcome their economic barriers and achieve financial freedom. Being a part of a community of investors will help in wealth building for orthodontists through strategic coaching, reliable investment deal flow, and cash-flow opportunities. Our network of esteemed advisors is our greatest strength that helps us survive the turbulence in the market and bring order in chaos through proactive financial planning for dentists. We take immense pride in our ability to generate higher returns and continuous cash flow through reliable real estate investment for doctors. Our collective bargaining power and market expertise help us in negotiating deals and creating investment opportunities that are beyond the reach of individual investors. Our network of fellow practitioners with similar goals and core values ensures a higher layer of safety in investment. We also offer our new members an opportunity to enhance their real estate knowledge and investment skills to achieve higher returns and growth. Freedom Founder is a unique forum that helps generate a reliable passive income source for dentists and provides them with an early retirement plan. For more details, visit our website at https://www.freedomfounders.com/why-choose-freedom-founders/ & https://www.freedomfounders.com/blog/.

Address: 519 E IH 30 # 246, Rockwall, TX, 75087... See More

Brent Little, CFP, CPA/PFS
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Welcome to Odyssey Wealth Management, LP
Our mission at Odyssey Wealth Management, LP is to help our clients achieve financial independence through wealth accumulation and preservation while living a fulfilling and well-balanced life. We work with our clients to develop individualized comprehensive financial plans that are right for them. We believe our clients are more likely to achieve their unique goals and objectives if they are following a long-term plan that is tailored to their individual personality and situation. We are a Dallas based Fee-Only registered investment advisor providing comprehensive wealth management, financial planning, and investment advisory services to individuals and their related entities. We do not accept any form of commissions or payments from third-parties, therefore we are able to provide objective and unbiased advice to our clients. It is our belief that operating in an independent, conflict-free environment is the only way to ensure our clients that every decision we make on their behalf is made in their best interest. We would like to encourage you to continue down your road to financial independence by contacting us to learn more about how we can work together to make your goals a reality through the use of independent, objective, and comprehensive advice.... See More

Michael Domingo, AIF, BBA, CFP, CLU, CRPC, MBA
Cadence Financial Advisors, LLC was founded in 2007 to serve the needs of investors seeking wealth management services from an independent financial advisor.

Bryan Lee, CFP, MBA
Strategic Financial Planning, Inc. is an independent, fee-only comprehensive planning and wealth management firm that places an emphasis on Life Planning.
As a registered investment advisor, Strategic Financial Planning, Inc. has a fiduciary duty to each and every client of the firm. Our policy is to protect the interests of each of the firm`s clients and to place the client`s interests first and foremost in every situation. We use a financial planning process that systematically and objectively defines challenges and offers solutions. Our planning addresses investments, insurance, taxes, estate planning and more. Coordinating them all into one plan for you. Visit our website for a list. We specialize in planning for doctors, small business owners and corporate executives in addition to widows and divorcees. Most often those with an income of $225K/yr. and up OR a net worth of $1 million and up.... See More

Alex Stowe, CFP, MBA
Stowe Financial Planning, LLC specializes in providing objective financial planning advice to help clients build, manage, grow, and protect their assets through life's transitions. We focus our planning on the issues that matter most to our clients and invest as the plan dictates, which is the only sound path to success. At Stowe Financial Planning, we have been helping families like yours across Dallas and the country come up with better answers since 2001.... See More

Christopher Troseth, CFP
The Watchman Group, Inc. is a fee-only investment management and fee-only financial planning firm located in Plano, Texas. As a registered investment advisor with the SEC, our primary focus is to help individuals and families who are looking for a professional perspective on the management of their financial affairs. As a steward of our client’s assets, we serve as their trusted financial advisor and take great care in our fiduciary responsibilities. A fiduciary is defined as: An individual, often in a position of authority, who is obligated to act on behalf of another (as in managing money or property) and assumes a duty to act in good faith and with care, candor, and loyalty in fulfilling the obligation. (Merriam-Webster Dictionary) As an investment advisor, we view our fiduciary responsibilities as a major differentiator between us and other firms in the investment industry. Putting you first is not only our legal creed, but an integral part of our individual values. Through this commitment to act in a fiduciary capacity, we strive to serve as a financial coach and educator because ultimately we want to do what is in every client’s best interest.
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Glenn Bishop, CDFA, CFP, CMA
GA Bishop and Associates, LLC makes it's Fee-Only Financial Planning services available to people from all walks of life. Our founder, Glenn Bishop is a Certified Financial Planner™ Practioner. We are committed to making our services available to our clients on an hourly basis. We do not require custody or control over your assets, so you are free to implement our recommendations as you desire. By making our services available by the hour, we can provide as much or as little assistance as you desire. In addition to our NAPFA membership, we are also a member of The Garrett Planning Network, the premier nationwide network of hourly, Fee-Only financial planners.... See More