Top 10 Best Frisco Financial Advisors

Top 10 Financial Advisors in Frisco, Tx

Financial advisors help people manage their funds and reach their financial goals. They could provide a selection of financial planning services, from investment management to cost management guidance to estate planning. The advisor you choose depends on your financial situation and your requirements. Picking the right financial consultant for your situation is key — doing so means you won’t end up paying for services you don’t need or working with an advisor who isn’t a good match for your financial objectives. If you’re looking for a financial advisor in Frisco, check out the list below.

Edward Jones – Financial Advisor: AJ Davis, AAMS®

2601 Network Blvd. Suite 460,
Frisco, TX 75034
(972) 335-3129

As a financial advisor with Edward Jones for the past 16 years, I specialize in helping my clients with a number of financial issues, such as preparing for retirement, living in retirement, saving for education, preparing for the unexpected, and estate considerations. I pride myself on working with well-established local professionals (CPAs, estate attorneys, life insurance specialists and business retirement specialists) to best serve you. – edwardjones.com

Brennan Wealth Advisors

3201 Dallas Pkwy #710,
Frisco, TX 75034
(214) 764-1978

No matter where you are in your life journey, it’s important to have a plan for the future. Our wealth advisors can help you identify important wealth milestones and chart a clear path to get you there. We make the complicated, time-consuming effort of managing money clear and purposeful to your life vision. – brennanwealthadvisors.com

Frisco Financial Planning LLC

2770 Main St #288,
Frisco, TX 75033
(469) 248-6237

I’m John Gay, CFP® and I run Frisco Financial Planning LLC (FFP), a financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen). I serve clients locally, throughout Texas, and across the U.S. – ffplan.com

Clark Financial Group

6898 Lebanon Rd #101,
Frisco, TX 75034
(469) 287-5657

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Clark Financial Group provides financial planning services to all clients, no matter their station in life. Clark has a specific passion for helping seniors build, protect, and preserve their assets. – clarkfinancialtx.com

Frisco Financial Group

3001 Dallas Pkwy Suite 205,
Frisco, TX 75034
(972) 464-2684

Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. Whatever your goals, we can help you put together a plan with minimal hassle and maximum results. – friscofinancialgroup.com

Edward Jones – Financial Advisor: Robert M Bookman

6449 Coit Rd Suite 110,
Frisco, TX 75035
(972) 335-0347

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. – edwardjones.com

Edward Jones – Financial Advisor: Jon Nance, CFP®

5300 Town and Country Blvd. Suite 100,
Frisco, TX 75034
(972) 335-8005

As your financial advisor, I believe it is important to deeply understand what is important to you, follow an established process, and partner with you to help you stay on track. Working closely with your CPA or attorney when needed, I can help personalize a strategy for every family. – edwardjones.com

Retirement Investment Advisors, Inc.

9300 John Hickman Pkwy. STE 504,
Frisco, TX 75035
(972) 377-2850

Since 1990, Retirement Investment Advisors, Inc. has been the fee-only fiduciary that people seek when they need trusted CERTIFIED FINANCIAL PLANNER™ professionals to help navigate the twists and turns of the retirement path. You’ve worked hard for your money. Now that you’re focused on retirement, it’s time to make sure it’s working for you. Let us lead the way. – theretirementpath.com

Edward Jones – Financial Advisor: Scott K Smith

2500 Legacy Dr Suite 212,
Frisco, TX 75034
(972) 335-9214

In 2011, I began my career with Edward Jones as a financial advisor in the Dallas/Fort Worth metroplex. My office is located in the Stonebriar Financial Center, minutes from the Dallas Star, in Frisco. – edwardjones.com

Diana L. Read – RBC Wealth Management Financial Advisor

1 Cowboys Way Suite 450,
Frisco, TX 75034
(972) 612-2946

My goal is to provide comprehensive quality counsel aimed at building the net worth of my client’s financial portfolios by providing guidance to a disciplined investment program. This is done by executing customized investment plans to meet long-term investment goals. I believe clients should place their investment funds in securities that have the potential to accomplish their goals in their stated time frames. I believe in the value of sound financial strategies, investment planning, and risk management. – us.rbcwealthmanagement.com/diana.read