Financial advisors in Plano, TX

659 financial advisors listed in Plano, Texas. 497 with a phone number and 574 with a website.

Plano accounts for 2% of the financial advisors listed in Texas. Financial advisors make up 2.9% of Texas listings, compared with 2.8% across all states we cover. That ranks Texas #1 of 4 states for this category.

Ameriprise Financial

3333 Premier Dr Ste 100, Plano, TX 75023 · Claim or fix

Call (972) 543-4900 Website Map

ACE Cash Express

1500 N Central Expy, Plano, TX 75074 · Claim or fix

Call (972) 423-7889 Website Map

PLS

3300 K Ave, Plano, TX 75074 · Claim or fix

Call (972) 422-7434 Website Map

Jackson Hewitt Tax Service

6000 Coit Rd, Plano, TX 75023 · Claim or fix

Call (214) 210-7383 Website Map

H&R Block

1120 E PARKER STE 103, Plano, TX 75074 · Claim or fix

Call (972) 424-5013 Website Map

Fidelity Investments

5905 Legacy Dr Ste A100, Plano, TX 75024 · Claim or fix

Call (800) 544-8645 Website Map

Wealthstar Advisors

305 W Spring Creek Pkwy, Plano, TX 75023 · Claim or fix

Call (972) 372-2935 Website Map

Fannie Mae

Granite Park VII, 5600 Granite Pkwy, Plano, TX 75024 · Claim or fix

Call (800) 232-6643 Website Map

Kuhn Capital Partners

1700 Alma Dr Ste 460, Plano, TX 75075 · Claim or fix

Call (800) 674-3217 Website Map

Net Debt, Llc

6400 Pinecrest Dr Ste 400, Plano, TX 75024 · Claim or fix

Call (800) 979-6812 Website Map

Cash Store

2498 K Ave, Plano, TX 75074 · Claim or fix

Call (972) 423-0672 Website Map

Charles Schwab

3310 Dallas Pkwy Ste 111, Plano, TX 75093 · Claim or fix

Call (972) 588-1770 Website Map

DolEx Dollar Express

1405 Jupiter Rd #114, Plano, TX 75074 · Claim or fix

Call (888) 246-2527 Website Map

H&R Block

CUSTER PARK 3131 CUSTER STE 120, Plano, TX 75075 · Claim or fix

Call (972) 596-5771 Website Map

Hyundai Capital America

6100 W Plano Pkwy, Plano, TX 75093 · Claim or fix

Call (949) 468-4000 Website Map

MDM Insurance Solutions

7001 W Parker Rd, Plano, TX 75093 · Claim or fix

Call (940) 735-1515 Website Map

Oil and Gas Asset Clearinghouse

5525 Granite Pkwy Ste 700, Plano, TX 75024 · Claim or fix

Call (281) 873-4600 Website Map

Texas Financial Resources

5040 Tennyson Pkwy, Plano, TX 75024 · Claim or fix

Call (972) 608-3870 Website Map

Edward Jones - Financial Advisor: Hayden King

1400 Preston Rd, Plano, TX 75093 · Claim or fix

Call (469) 915-5599 Website Map

Jtl Wealth Partners

5700 Tennyson Pkwy Ste 300, Plano, TX 75024 · Claim or fix

Call (972) 800-2321 Website Map

Fidelity National Agency Solutions

6500 Pinecrest Dr #600, Plano, TX 75024 · Claim or fix

Call (972) 473-1300 Website Map

Frazier Wealth Strategies

5151 Headquarters Dr STE#245, Plano, TX 75024 · Claim or fix

Call (972) 372-0376 Website Map

Lifeway Financial Corporation

7160 Dallas Pkwy Ste 520, Plano, TX 75024 · Claim or fix

Call (972) 378-3744 Website Map

Western Union

2300 E Park Blvd, Plano, TX 75074 · Claim or fix

Call (972) 422-5123 Website Map

Western Union

6925 Independence Pkwy, Plano, TX 75023 · Claim or fix

Call (972) 618-2877 Website Map

Western Union

425 Coit Rd, Plano, TX 75075 · Claim or fix

Call (972) 985-9400 Website Map

Western Union

3000 Mcdermott Rd, Plano, TX 75025 · Claim or fix

Call (972) 377-8033 Website Map

Western Union

9635 Coit Rd, Plano, TX 75024 · Claim or fix

Call (214) 872-2322 Website Map

Western Union

3100 Independence Pkwy, Plano, TX 75075 · Claim or fix

Call (972) 596-4420 Website Map

Western Union

4020 Preston Rd, Plano, TX 75093 · Claim or fix

Call (469) 863-8550 Website Map

Western Union

7100 Independence Pkwy, Plano, TX 75025 · Claim or fix

Call (972) 491-2594 Website Map

Western Union

6001 N Central Expy, Plano, TX 75023 · Claim or fix

Call (972) 422-3000 Website Map

Paul S. Chatha | Prudential Advisors | Investments, Insurance & Financial Services

5700 Granite Pkwy Ste 360, Plano, TX 75024 · Claim or fix

Call (214) 259-2242 Website Map

Nations Advisors

1400 Preston Rd, Plano, TX 75093 · Claim or fix

Call (972) 708-1070 Website Map

Every Penny Accounts Financial

5465 Legacy Dr Ste 650, Plano, TX 75024 · Claim or fix

Call (214) 838-0883 Website Map

Retirement Lifestyle Consultants, Llc.

6860 Dallas Pkwy Ste 190, Plano, TX 75024 · Claim or fix

Call (469) 429-0200 Website Map

Tfr Wealth Management

5801 Tennyson Pkwy Ste 150, Plano, TX 75024 · Claim or fix

Call (972) 777-6623 Website Map

Peak American Investment Advisors

2400 Dallas Pkwy, Plano, TX 75093 · Claim or fix

Call (972) 212-9292 Website Map

Moneygram

1700 Dallas Pkwy, Plano, TX 75093 · Claim or fix

Call (972) 931-9846 Website Map

Net Debt

6400 Pinecrest Dr #400, Plano, TX 75024 · Claim or fix

Call (800) 979-6812 Website Map

Fleetbizsuite

5504 Democracy Dr Ste 250, Plano, TX 75024 · Claim or fix

Website Map

Equity Equipment Finance Llc

101 E Park Blvd Ste 600, Plano, TX 75074 · Claim or fix

Website Map

Spectrum Advisors

2805 Dallas Pkwy, Plano, TX 75093 · Claim or fix

Call (972) 931-3700 Website Map

CREEK BEVERAGE

900 W Spring Creek Pkwy, Plano, TX 75023 · Claim or fix

Website Map

Centra Funding, Llc

1400 Preston Rd Ste 115, Plano, TX 75093 · Claim or fix

Call (972) 596-6700 Map

Cmg Wealth Management

2500 Dallas Pkwy Ste 400, Plano, TX 75093 · Claim or fix

Website Map

Viewpoint Financial Group, Inc.

1309 W 15th St, Plano, TX 75075 · Claim or fix

Website Map

Hero Bullion

1200 Jupiter Rd, Plano, TX 75094 · Claim or fix

Call (214) 210-9948 Website Map

ABE Tax Service

1310 M Ave, Plano, TX 75074 · Claim or fix

Call (214) 473-8255 Website Map

ACE Cash Express

2070 W Spring Creek Pkwy, Ste 328, Plano, TX 75023 · Claim or fix

Call (972) 517-7959 Website Map

ACE Estate Sales

7241 Mediterranean Dr, Plano, TX 75093 · Claim or fix

Call (214) 477-1077 Website Map

Affordable Debt Consolidation

101 E Park Blvd Ste 600, Plano, TX 75074 · Claim or fix

Call (469) 663-6200 Website Map

Aisiri Wealth Advisors

6860 Dallas Pkwy #500, Plano, TX 75024 · Claim or fix

Call (972) 244-5800 Website Map

Alliance Wealth Management

4601 Old Shepard Pl, Plano, TX 75093 · Claim or fix

Call (214) 440-3615 Website Map

Alphaengine Global Investment Solutions

5600 Tennyson Pkwy Ste 355, Plano, TX 75024 · Claim or fix

Call (214) 550-0460 Website Map

Amerappraise Valuation Inc

1809 K Ave, Plano, TX 75074 · Claim or fix

Call (972) 333-4992 Website Map

American Debt Relief

6860 Dallas Pkwy Ste 200, Plano, TX 75024 · Claim or fix

Call (800) 752-3612 Website Map

American Financial Services

5805 Coit Rd, Plano, TX 75093 · Claim or fix

Call (972) 964-6580 Website Map

Ameriprise Financial Advisors

4601 Old Shepard Pl Ste 106, Plano, TX 75093 · Claim or fix

Call (469) 361-4017 Website Map

Ana Brokers

6860 Dallas Pkwy Ste 200, Plano, TX 75024 · Claim or fix

Call (972) 726-6000 Website Map

AnalyticEdge Finance

2401 Teakwood Ln, Plano, TX 75075 · Claim or fix

Call (214) 851-5798 Website Map

Anthony Lopez - Ameriprise Financial Services, LLC

6860 Dallas Pkwy Ste 500, Plano, TX 75024 · Claim or fix

Call (972) 244-5746 Website Map

Assetbuilder

1255 W 15th St Ste 1000, Plano, TX 75075 · Claim or fix

Call (972) 535-4040 Website Map

Assured Bookkeeping and Tax Service

2850 W Parker Rd, Plano, TX 75075 · Claim or fix

Call (972) 242-5700 Website Map

Astra Wealth Management Group

5700 Granite Pkwy Suite 330A, Plano, TX 75024 · Claim or fix

Call (972) 464-1571 Website Map

Azimont Group - Ameriprise Financial Services, LLC

1308 Village Creek Dr Ste 2000, Plano, TX 75093 · Claim or fix

Call (469) 865-1081 Website Map

Bancard Payment Systems

3701 W Plano Pkwy #150, Plano, TX 75075 · Claim or fix

Call (972) 783-7200 Website Map

Burchett & Roberts Appraisers

1605 L Ave, Plano, TX 75074 · Claim or fix

Call (972) 423-7633 Website Map

Burke Business Advisors

1400 Preston Rd Ste 400, Plano, TX 75093 · Claim or fix

Call (972) 665-9970 Website Map

C&S Credit Repair and Conultants LLC

1400 Preston Rd STE 400, Plano, TX 75093 · Claim or fix

Call (469) 283-8231 Website Map

CNN Mortgage

7800 Dallas Pkwy, Plano, TX 75024 · Claim or fix

Call (469) 277-1130 Website Map

Cain Watters and Assoc

6900 Dallas Pkwy, Plano, TX 75024 · Claim or fix

Call (972) 943-0198 Website Map

Calver Corporation

5000 Legacy Dr Ste 425, Plano, TX 75024 · Claim or fix

Call (972) 248-7350 Website Map

Cash Store

2100 Dallas Pkwy Ste 145, Plano, TX 75093 · Claim or fix

Call (972) 403-7245 Website Map

Chapwood Capital Investments Llc

4965 Preston Park Blvd Ste 100, Plano, TX 75093 · Claim or fix

Call (972) 865-2225 Website Map

Checki Financial

1720 Edgewater Dr, Plano, TX 75075 · Claim or fix

Call (972) 422-8294 Website Map

Ckexperts

101 E Park Blvd Ste 600-2077, Plano, TX 75074 · Claim or fix

Call (800) 484-7812 Website Map

Cosmo Credit Repair

1400 Preston Rd, Plano, TX 75093 · Claim or fix

Call (469) 619-3799 Website Map

Covemark

5760 Legacy Dr # B3-318, Plano, TX 75024 · Claim or fix

Call (469) 466-2683 Website Map

Craig A Callon - Ameriprise Financial Services, Inc.

6860 Dallas Pkwy Ste 500, Plano, TX 75024 · Claim or fix

Call (972) 244-5800 Website Map

Credit Management

6080 Tennyson Pkwy Ste 100, Plano, TX 75024 · Claim or fix

Call (972) 862-4200 Website Map

Creme Wealth Team

5550 Granite Pkwy, Plano, TX 75024 · Claim or fix

Call (469) 829-2949 Website Map

Crescent Investment Solutions LLC

4740 14th St, Plano, TX 75074 · Claim or fix

Call (469) 666-7107 Website Map

Csla Institute

7920 Preston Rd Ste 200, Plano, TX 75024 · Claim or fix

Call (855) 826-2752 Website Map

Cuallet App

5151 Headquarters Dr #265, Plano, TX 75024 · Claim or fix

Call (800) 282-5549 Website Map

DC Hill Wealth Management

5465 Legacy Dr, Plano, TX 75024 · Claim or fix

Call (972) 905-0624 Website Map

Dallas Financial Wholesalers

7512 San Jacinto Pl Ste 100, Plano, TX 75024 · Claim or fix

Call (972) 788-1128 Website Map

Daniel Munoz

2400 Dallas Pkwy, Plano, TX 75093 · Claim or fix

Call (214) 473-5984 Website Map

David E Meadors - Morgan Stanley

7500 Dallas Pkwy Ste 500, Plano, TX 75024 · Claim or fix

Call (972) 943-7256 Website Map

David J. Miller

7500 Dallas Pkwy #500, Plano, TX 75024 · Claim or fix

Call (972) 943-7238 Website Map

David K Seals Jr

6305 Preston Rd Ste 800, Plano, TX 75024 · Claim or fix

Call (469) 727-3162 Website Map

David Webber - Gateway Mortgage

5151 Headquarters Dr Ste 115, Plano, TX 75024 · Claim or fix

Call (469) 304-3497 Website Map

Daymont

3003 Cross Bend Rd, Plano, TX 75023 · Claim or fix

Call (972) 596-9025 Website Map

Deborah A Hecht, Financial Advisor

3333 Premier Dr #100, Plano, TX 75023 · Claim or fix

Call (972) 426-2551 Website Map

Deborah Federick - Ameriprise Financial Services, LLC

1308 Village Creek Dr Ste 2000, Plano, TX 75093 · Claim or fix

Call (469) 865-1061 Website Map

Diego's Multiservices

1000 18th St, Plano, TX 75074 · Claim or fix

Call (214) 234-2494 Website Map

Doug Fouts at Guaranteed Rate Affinity - NMLS #267935

4701 W Parker Rd Ste 650, Plano, TX 75093 · Claim or fix

Call (972) 202-8614 Website Map

Downs Fischer Financial

400 Chisholm Pl Ste 215, Plano, TX 75075 · Claim or fix

Call (212) 314-4600 Website Map

Edward Jones

7000 Preston Rd, Plano, TX 75024 · Claim or fix

Call (972) 208-5688 Website Map

Edward Jones - Financial Advisor: Adam Arrington

5550 Granite Pkwy Suite 115, Plano, TX 75024 · Claim or fix

Call (469) 731-1212 Website Map

Edward Jones - Financial Advisor: Ben Scarth

555 Republic Dr, Plano, TX 75074 · Claim or fix

Call (972) 881-7537 Website Map

Edward Jones - Financial Advisor: Bobby Pugh

6305 Preston Rd Ste 800, Plano, TX 75024 · Claim or fix

Call (972) 423-2699 Website Map

Edward Jones - Financial Advisor: Brian K Hendon

2201 W Plano Pkwy, Suite 155, Plano, TX 75075 · Claim or fix

Call (972) 527-7042 Website Map

Edward Jones - Financial Advisor: Cody Trim

660 N Central Expy Ste 430, Plano, TX 75074 · Claim or fix

Call (972) 881-2342 Website Map

Edward Jones - Financial Advisor: Daniel W Mossakowski

5809 Preston Rd Ste 587, Plano, TX 75093 · Claim or fix

Call (972) 473-4617 Website Map

Edward Jones - Financial Advisor: Darren K Hunter

3259 Independence Pkwy, Plano, TX 75075 · Claim or fix

Call (972) 943-0728 Website Map

Edward Jones - Financial Advisor: George W Taggart

3608 Preston Rd Ste 227, Plano, TX 75093 · Claim or fix

Call (972) 867-6573 Website Map

Edward Jones - Financial Advisor: Kathleen S Weber

1301 Custer Rd Ste 243, Plano, TX 75075 · Claim or fix

Call (972) 423-2699 Website Map

Edward Jones - Financial Advisor: Megan R Krannig

2201 W Plano Pkwy Ste 155, Plano, TX 75075 · Claim or fix

Call (972) 527-7042 Website Map

Edward Jones - Financial Advisor: Xuyu Mark Xiang

1700 Alma Dr Ste 245, Plano, TX 75075 · Claim or fix

Call (972) 423-3446 Website Map

Edward Jones- Financial Advisor: Brandan Bindel

2321 Coit Rd, Plano, TX 75075 · Claim or fix

Call (972) 758-9603 Website Map

Edward Wolff & Associates

660 N Central Expy Ste 450, Plano, TX 75074 · Claim or fix

Call (214) 612-7560 Website Map

Eleven Mortgage

5160 Tennyson Pkwy #3001w, Plano, TX 75024 · Claim or fix

Call (800) 707-4611 Website Map

Eric Fuller - Morgan Stanley

7500 Dallas Pkwy Ste 500, Plano, TX 75024 · Claim or fix

Call (972) 943-7271 Website Map

Eubank Hutson & Associates

5928 W Parker Rd Ste 1100, Plano, TX 75093 · Claim or fix

Call (972) 473-2244 Website Map

Express Legal Funding

5717 Legacy Dr Ste 250, Plano, TX 75024 · Claim or fix

Call (888) 232-9223 Website Map

Fidelity Investments

6005 W Park Blvd, Plano, TX 75093 · Claim or fix

Call (972) 473-0117 Website Map

Financial Colors Wm - Financial Advisor, Financial Planner

5700 Granite Pkwy Ste 200, Plano, TX 75024 · Claim or fix

Call (469) 502-3552 Website Map

FinishLine Tax Solutions LLC

200 Chisholm Pl Ste 140, Plano, TX 75075 · Claim or fix

Call (866) 542-5477 Website Map

Finiv Credit Counseling

1255 W 15th St Ste 300, Plano, TX 75075 · Claim or fix

Call (866) 290-4949 Website Map

Firedream Financial

5208 Tennyson Pkwy Ste 140, Plano, TX 75024 · Claim or fix

Call (469) 252-3600 Website Map

First Cash Advance

2024 W 15th St, Plano, TX 75075 · Claim or fix

Call (972) 422-9053 Website Map

First Stone Credit Counseling

2701 W 15th St, Plano, TX 75075 · Claim or fix

Call (972) 235-1188 Website Map

Fleet Lending Solutions

5048 Tennyson Pkwy # 212, Plano, TX 75024 · Claim or fix

Call (870) 416-9920 Website Map

Frank Judge - Ameriprise Financial Services, LLC

5172 Village Creek Dr Ste 104, Plano, TX 75093 · Claim or fix

Call (972) 996-4963 Website Map

Frontier Business Acquisitions

555 Republic Dr Ste 200, Plano, TX 75074 · Claim or fix

Call (214) 775-0036 Website Map

H&R Block

2411 COIT RD STE 150, Plano, TX 75075 · Claim or fix

Call (214) 473-9040 Website Map

H&R Block

8608 PRESTON RD STE 109, Plano, TX 75024 · Claim or fix

Call (972) 668-5140 Website Map

Harbor Financial Services

5055 W Park Blvd Ste 400, Plano, TX 75093 · Claim or fix

Call (800) 589-0947 Website Map

Harpreet Sidhu

7500 N Dallas Pkwy, Plano, TX 75024 · Claim or fix

Call (972) 943-7237 Website Map

Haston Schmidt & Associates

5601 Democracy Dr Ste 195, Plano, TX 75024 · Claim or fix

Call (833) 865-1040 Website Map

Hilltop Securities Inc.

5601 Granite Pkwy Suite 305, Plano, TX 75024 · Claim or fix

Call (972) 624-6300 Website Map

Hoppess, Williams and Associates - Ameriprise Financial Services, LLC

6860 Dallas Pkwy Ste 500, Plano, TX 75024 · Claim or fix

Call (972) 244-5800 Website Map

Infinity Public Adjusting Solutions

1400 Preston Rd Ste 400, Plano, TX 75093 · Claim or fix

Call (469) 450-5783 Website Map

Innovative Trading Strategies

2300 McDermott Rd Box 212, Plano, TX 75025 · Claim or fix

Call (469) 554-0850 Website Map

Interamerican Commercial Services

3020 Legacy Dr Ste 100, Plano, TX 75023 · Claim or fix

Call (972) 618-5002 Website Map

Interlinc Financial Advisors, Inc.

5068 W Plano Pkwy Ste 199, Plano, TX 75093 · Claim or fix

Call (214) 778-5645 Website Map

J Marc Lewis & Associates

5045 Lorimar Dr #280, Plano, TX 75093 · Claim or fix

Call (972) 618-8224 Website Map

JW Tax & Consulting

500 N Central Expy Ste 500, Plano, TX 75074 · Claim or fix

Call (214) 504-2200 Website Map

Jackman Financial Group

5900 Pathfinder Dr, Plano, TX 75093 · Claim or fix

Call (972) 290-0102 Website Map

Jackson Hewitt Tax Service

1700 Dallas Pkwy, Plano, TX 75093 · Claim or fix

Call (214) 210-7386 Website Map

Jackson Hewitt Tax Service

1301 Custer Rd, Plano, TX 75075 · Claim or fix

Call (469) 489-2337 Website Map

Jackson Hewitt Tax Service

6001 Central Expy, Plano, TX 75023 · Claim or fix

Call (469) 501-6893 Website Map

Jackson Hewitt Tax Service

425 Coit Rd, Plano, TX 75075 · Claim or fix

Call (214) 283-1651 Website Map

Jackson Hewitt Tax Service

8801 Ohio Dr, Plano, TX 75024 · Claim or fix

Call (469) 537-7103 Website Map

Javier Rodriguez - Morgan Stanley

7500 Dallas Pkwy Ste 500, Plano, TX 75024 · Claim or fix

Call (972) 943-7209 Website Map

Joelle Hinds - Morgan Stanley

7500 Dallas Pkwy Ste 500, Plano, TX 75024 · Claim or fix

Call (972) 943-7207 Website Map

Jon Williams - Ameriprise Financial Services, LLC

6860 Dallas Pkwy Ste 500, Plano, TX 75024 · Claim or fix

Call (972) 244-5780 Website Map

Kaitlin Foster - Ameriprise Financial Advisor

6860 Dallas Pkwy #550, Plano, TX 75024 · Claim or fix

Call (469) 366-7205 Website Map

Katapult Wealth Partners Llc

5465 Legacy Dr Ste 650, Plano, TX 75024 · Claim or fix

Call (469) 545-1130 Website Map

How to choose a financial advisor in Plano

Check an advisor's background on FINRA BrokerCheck or the SEC's adviser search.
Ask how they're paid: flat fee, percentage of assets or commissions.
Ask whether they act as a fiduciary for all of your accounts.

Common questions

How many financial advisors are listed in Plano, Texas?

USA Business Search shows 659 financial advisors in Plano. 497 list a phone number and 574 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 75024, 75093, 75074, 75075, 75023, 75025, 75094.

How do I choose a financial advisor in Plano?

Check an advisor's background on FINRA BrokerCheck or the SEC's adviser search. Ask how they're paid: flat fee, percentage of assets or commissions.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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