Dallas Financial Planners

in Dallas, TX

804
Financial Planners are
in Dallas

39
Financial Planners in Dallas
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Dallas Financial Advising Articles

Financial Advising reviews in Dallas

A

Rating
I have worked with
Dallas Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Dallas Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Dallas Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Dallas Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Dallas Financial Planners Provider Name Locked
,
Dallas Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Dallas Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Dallas Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Dallas Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Dallas Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Dallas Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Dallas Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Dallas Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Dallas Financial Planners Provider Name Locked
notified me that since
Dallas Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Dallas Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Dallas Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Dallas Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Dallas Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Dallas Financial Planners Provider Name Locked
. (
Dallas Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Dallas Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Dallas Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Dallas Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

All Financial Planners in Dallas, TX

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

2nd Chance Credit Repair

2309 Farrington Place

A G EDWARDS & SONS INC

1501 CROSS TIMBERS RD
Flower Mound

A G EDWARDS & SONS INC

2500 LEGACY DR
Frisco

A G EDWARDS & SONS INC

522 S EDMONDS LN
Lewisville

A G EDWARDS & SONS INC

2780 VIRGINIA PKWY
Mckinney

A G EDWARDS & SONS INC

2305 RIDGE RD
Rockwall

A G EDWARDS & SONS INC

2027 TEXOMA PKWY
Sherman

A G EDWARDS & SONS INC

2745 DALLAS PKWY
Plano

A G EDWARDS & SONS INC

2305 CEDAR SPRINGS RD
Dallas

A G EDWARDS & SONS INC

8117 PRESTON RD
Dallas

A G EDWARDS & SONS INC

13727 NOEL RD
Dallas

A G EDWARDS & SONS INC

200 E LAMAR BLVD
Arlington

A G EDWARDS & SONS INC

1909 CENTRAL DR
Bedford

A G EDWARDS & SONS INC

420 THROCKMORTON ST
Fort Worth

A G EDWARDS & SONS INC

701 S CARROLL BLVD
Denton

A Locator 4 You

15305 Dallas Pkwy Suite 380

AAA Debt Consolidation

2141 N Josey Ln

ABC ONLINE INVESTMENTS INC

1605 STONEWAY DR
Grapevine

ABERDEEN INVESTMENT MANAGEMENT

6311 ABERDEEN AVE
Dallas

ABN-AMRO SECURITIES

600 N PEARL ST
Dallas

ACKERMAN ASSOCIATES

5956 SHERRY LN
Dallas

AFFORDABLE AUTO TITLE & SURETY BONDS

9838 Phil Halstead Dr.
Houston

AIG FINANCIAL ADVISORS

2721 Central Dr
Bedford

AIGFINANCIAL ADVISORS

801 CHERRY ST
Fort Worth

ALEXANDER JEANNETTE-ADDISON

8144 WALNUT HILL LN
Dallas

ALLEGIANCE CAPITOL CORP

5429 LBJ FWY
Dallas

Allegiant Group Inc

189 W Clarkston Rd Ste 1

ALLIANCE FINANCIAL GROUP

5950 BERKSHIRE LN
Dallas

ALPHA INVESTMENT MANAGEMENT

14800 QUORUM DR
Dallas

ALR ENTERPRISES INC

6300 RIDGLEA PL
Fort Worth

AMEREST SECURTIES

2828 N HARWOOD ST
Dallas

American Bank, N.A.

2707 W Northwest Hwy
Dallas

AMERICAN EXPRESS FINANCIAL

3333 PREMIER DR
Plano

American Health Value

671 E Riverpark Ln

AMERICAN LANDMARK SECURITIES

433 LAS COLINAS BLVD E
Irving

American Senior Benefits

1601 E Lamar Blvd #217
Arlington

AMERICAS STRATEGIC ALLIANCES

4311 OAK LAWN AVE
Dallas

AmeriCredit

801 Cherry St
Fort Worth

ANCHOR RETIREMENT SVC

910 W PARKER RD
Plano

ANDRE + ASSOCIATES PC

4695 W UNIVERSITY DR
Mckinney

Ann's Tax & Consulting Service

P.O. Box 40442
Fort Worth

ANTHONY BALDWIN & MC INTYRE

4131 N CENTRAL EXPY
Dallas

Apple Car Loan

3131 McKinney Ave #600
Dallas

Approved Mortgage Lending, LLC

402 S. Washington St. Ste. B
Kaufman

ARGO FUNDING CO LLC

8080 N CENTRAL EXPY
Dallas

ASSOCIATED BOND BROKERS

3232 MCKINNEY AVE
Dallas

Atlas Wealth Advisors

2711 N. Haskell Ave. Ste. 2900
Dallas

Atrium Financial Services

403 W Main St
Allen

Avenue Retirement Services

2831 Eldorado Parkway
Frisco

Avid Advertising Inc

2204 Garnet Ave Ste 201

AXA Advisors

801 Cherry St
Fort Worth

BAIN INVESTMENT SVC INC

309 N ADELAIDE ST
Terrell

Balcones Back Tax Group

1201 South Ervay Street
Dallas

BALDWIN ANTHONY SECURITIES

2501 Oak Lawn Ave Ste 880
Dallas

BANC OF AMERICA INVESTMENT SVC

15301 DALLAS PKWY
Addison

BANC OF AMERICA INVESTMENT SVC

5201 N O CONNOR BLVD
Irving

BANC OF AMERICA INVESTMENT SVC

300 N ERVAY ST
Dallas

BANC OF AMERICA INVESTMENT SVC

5500 PRESTON RD
Dallas

BANC OF AMERICA INVESTMENT SVC

7515 GREENVILLE AVE
Dallas

BANC OF AMERICA INVESTMENT SVC

13355 NOEL RD
Dallas

BANC OF AMERICA INVESTMENT SVC

14999 PRESTON RD
Dallas

BANK OF AMERICA INVESTMENT SVC

400 S ZANG BLVD
Dallas

BARBARA ROOSTH CO

7015 SNIDER PLZ
Dallas

BARRON MOORE INC

9540 Garland Rd Ste 381
Dallas

BARROW HANLEY MEWHINNEY

2200 ROSS AVE
Dallas

Bedrock Lending

4925 Greenville Ave
Dallas

BEDROCK PARTNERS

2200 ROSS AVE
Dallas

BELMONT ASSET MANAGEMENT

2999 Turtle Creek Blvd
Dallas

BENTCOVE INC

2809 REGAL RD
Plano

BERLIN INTEREST

8235 DOUGLAS AVE
Dallas

BERRY R COX INC

2200 ROSS AVE
Dallas

BEST PATTERSON CROTHERS YEOHAM

2200 ROSS AVE
Dallas

Bet-Mar Bookkeeping

501 Elm St. Suite 725
Dallas

BetaFrontier, LLC

156 W Superior St Apt 401

BetterWay To Credit

10015 Aeronca Lane
Mckinney

BLACKHILL PARTNERS LLC

2001 BRYAN ST
Dallas

BLUFFVIEW CAPITAL LP

4318 Abbott Ave
Dallas

BLUFFVIEW CAPITAL LP

5950 SHERRY LN
Dallas

Bob King Agency of North Texas

9741 Preston Rd.
Frisco

BOB WILLIAMS INSURANCE AGENCY

1301 Lake Pointe Way
Richardson

BOBBY RAZA INVESTMENTS INC

405 SANDY KNOLL DR
Coppell

Bolgiano Tax & Business Services

200 S 14th St
Midlothian

Bolton Management Group

402 W. Wheatland Rd # 160B
Duncanville

Boost Credit 101

3773 E Cherry Creek N Dr

Bootes, Dr. Robert L.

5412 Wending Ct

BOSC INC

6956 SHERRY LN
Dallas

Brand New Credit Score, LLC

2301 N Collins St, Suite 238
Arlington

BREHON INVESTMENTS INC

5737 PALO PINTO AVE
Dallas

BREWER ROYCE FINANCIAL SVC

207 GLENN AVE
Rockwall

BROTHER'S PIZZA

6150 W ELDORADO PKWY
Mckinney

BROWN DEVELOPMENT CO

5600 W LOVERS LN
Dallas

BTB ENTERPRISES

7317 HOLLY HILL
Dallas

BURNSTEIN WEISS & CO

2302 SAM HOUSTON DR
Garland

BUSINESS EXPRESS LOAN

4100 Spring Valley
Dallas

C V LEMMON & CO

6060 N Central Expy Ste 220
Dallas

Cadence Financial Advisors, LLC

15950 N. Dallas Pkwy Ste. 400
Dallas

CALLAWAY FINACIAL SVC

3210 W PARK ROW DR
Arlington

CAMBRIDGE STRATEGIES GROUP

1928 SUSSEX DR
Carrollton

CAMPBELL REALTY & INVESTMENTS

4809 COLE AVE
Dallas

Capital Asset Resources

2109 Denver Dr
Southlake

Capital Asset Resources

5601 N MacArthur Blvd
Irving

capital Debt Consolidation

107 East Main Street

CAPITAL FINANCE GROUP

13154 COIT RD
Dallas

Capital Insurance Brokers

2012 E Randol Mill Rd Ste 207
Arlington

CAPITAL WEST SECURITIES

335 KELLER PKWY
Keller

CAPSTONE PARTNERS LP

3030 LBJ FWY
Dallas

CARLYLE CAPITAL MARKETS

325 N SAINT PAUL ST
Dallas

CARVALLO INVESTMENTS INC

2041 PRIMROSE DR
Irving

cashtexters.net

6462 Westwood St

Catalano, Caboor & Company

101 West 22nd Street

CEIBERT BRANDFORD SHANK

1845 WOODALL RODGERS FWY
Dallas

Celebrate Hope Thrift Store

1381 Lake Park Way #200
Richardson

CENTERPOINT CAPITAL CORP

2602 MCKINNEY AVE
Dallas

Century Foundation Services

400 East Royal Lane
Irving

Chandler & Knowles CPAs

7370 Hawk Rd
Flower Mound

CHARLES WILLIAMS INVESTMENTS

4201 SPRING VALLEY RD
Dallas

CHI INVESTMENT CORP

13800 MONTFORT DR
Dallas

CIRRUS ASSET MANAGEMENT

1110 COTTONWOOD LN
Irving

CLG Professional Services

555 Republic Dr Ste 200
Plano

CNS SECURITIES LLC

1651 N COLLINS BLVD
Richardson

COGENT PARTNERS

4144 N CENTRAL EXPY
Dallas

Cole Financial

9630 Atherton DR
Dallas

COMERICA SECURITIES

8850 BOEDEKER DR
Dallas

COMPASS SECURITY SVC INC

3010 LBJ FWY
Carrollton

CONSERVATIVE EQUITY CORP

4215 GLENAIRE DR
Dallas

CORPORATE ACQUISITIONS INC

5430 LBJ FWY
Dallas

CORPORATE FINANCE ASSOC

100 HIGHLAND PARK VLG
Dallas

CORY MORENO

2004 W TIMBERLAKE ST
Azle

CRAIG CHERNICK OFFICE

3116 W 5TH ST
Fort Worth

CRE Credit Services

850 E Central Pkwy
Plano

Credit Dr.

115A East Main Street

Credit Repair Dallas

308 S Akard St
Dallas

CULLUM & BURKS INC

13355 NOEL RD
Dallas

CULLUM & SANDOW

TURTLE CREEK
Dallas

Cumbie Advisory Services Inc

306 W. 7th St
Ft Worth

CUMMER/MOYERS FINANCIAL SVC

101 YORK AVE
Weatherford

D D INVESTMENTS

6817 VADA DR
Dallas

D LATIN & CO INC

3102 MAPLE AVE
Dallas

DAK INVESTMENTS

6028 CEDAR GLEN DR
Dallas

Dallas Debt Relief

100 Highland Park Village
Dallas

Dallas Ft Worth Investment Real Estate Properties

1412 W Magnolia St. #200
Fort Worth

DALLAS MERIDAN VENTURES LLC

500 N AKARD ST
Dallas

DALLAS STOCK EXCHANGE

5565 PRESTON OAKS RD
Dallas

Dan Garber-State Farm Insurance

8251 N BELT LINE RD
Irving

David Ballew State Farm Insurance

115 Sproles
Fort Worth

DAVID BURGESS

306 W 7TH ST
Fort Worth

DAVID O'CONNOR

5944 LUTHER LN
Dallas

DAVID R GEORGE

6147 REX DR
Dallas

Day Global, LLC

111 Mohawk Trail, #7

Debt Consolidation Dallas

2626 Cole Ave
Dallas

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DENNIS HESS FINANCIAL SVC

706 COUNTY ROAD
Muenster

DEREK PHELPS

2004 W TIMBERLAKE ST
Azle

DEVELOPMENT CORP FOR ISRAEL

12860 HILLCREST RD
Dallas

DEVELOPMENT CORP FOR ISRAEL

12900 Preston Rd
Dallas

DEW INVESTMENTS

12415 SPARROW CT
Balch Springs

DeWitt and Dunn LLC

15455 North Dallas Parkway
Addison

DFW Mortgage Guide - PrimeSource

601 W NW Highway, Suite 100
Grapevine

Diesslin & Associates Inc.

303 Main St
Ft. Worth

DILLON GAGE METALS

15301 DALLAS PKWY
Addison

DIRECT TRADING INSITUTIONAL LP

545 Washington Blvd Ste 1

Dirt Cheap Payday Loans

4314 Newton Ct
Dallas

DLS CAPITAL PARTNERS INC

5527 Farquhar Ln
Dallas

Don Fitch, CPA

74-478 Highway 111 #3

DONALD A BERG INVESTMENTS

4054 MCKINNEY AVE
Dallas

Donald G. McCartney, PC, CPA

5840 Interstate 20 W
Arlington

DOUBLE EAGLE CAPITAL

909 LAKE CAROLYN PKWY
Irving

DOYLE R HARVEY INVESTMENTS

3903 ORLANDO CT
Dallas

DREYFUS SERVICE CORP

5720 LBJ FWY
Dallas

DUFF & PHELPS

1700 PACIFIC AVE
Dallas

Duff Bourassa State Farm Insurance

819w Arapaho RD Suite 51
Richardson

DZS INVESTMENTS INC

1008 CARROLL LN
Grandview

ECDI GROUP INC

325 N SAINT PAUL ST
Dallas

EchoPoint Mortgage Company

4054 McKinney Ave
Dallas

EDC Enterprises, Inc.

crouchenterprises@embarqmail.com
Kaufman

EDWARD JONES

556 Silicon Dr Ste 102
Southlake

EDWARD JONES

7801 ALMA DR
Plano

Edward Jones

1221 Flower Mound Rd
Flower Mound

EDWARD JONES

14131 MIDWAY RD
Addison

EDWARD JONES

1719 ANGEL PKWY
Allen

EDWARD JONES

14435 Webb Chapel Rd
Dallas

EDWARD JONES

2033 W MCDERMOTT DR
Allen

EDWARD JONES

1223 W MCDERMOTT DR
Allen

EDWARD JONES

2222 W SPRING CREEK PKWY 209
Plano

EDWARD JONES

6905 COIT RD
Plano

EDWARD JONES

1 HORIZON CT
Rockwall

EDWARD JONES

4851 LEGACY DR
Frisco

EDWARD JONES

7151 PRESTON RD
Frisco

EDWARD JONES

9191 Kyser Way Ste 100
Frisco

EDWARD JONES

6449 COIT RD
Frisco

EDWARD JONES

840 BELT LINE RD
Garland

EDWARD JONES

2400 Lakeside Blvd Ste 710
Richardson

EDWARD JONES

1044 N CARRIER PKWY
Grand Prairie

EDWARD JONES

4045 S GREAT SOUTHWEST PKWY
Grand Prairie

EDWARD JONES

3824 S CARRIER PKWY
Grand Prairie

EDWARD JONES

6805 MAIN ST
The Colony

EDWARD JONES

7508 BRADFORD PEAR DR
Irving

EDWARD JONES

1836 W VIRGINIA ST
Mckinney

EDWARD JONES

2600 Eldorado Pkwy
Mckinney

EDWARD JONES

2300 W WHITE AVE
Mckinney

EDWARD JONES

3509 E PARK BLVD
Plano

EDWARD JONES

101 E Park Blvd Ste 111
Plano

EDWARD JONES

3259 INDEPENDENCE PKWY
Plano

EDWARD JONES

2321 Coit Rd
Plano

EDWARD JONES

1255 W 15th St Ste 420
Plano

EDWARD JONES

101 S COIT RD
Richardson

EDWARD JONES

101 W RENNER RD
Richardson

EDWARD JONES

2850 Shoreline Trl Ste 301
Rockwall

EDWARD JONES

8509 LAKEVIEW PKWY
Rowlett

EDWARD JONES

9818 LAKEVIEW PKWY
Rowlett

EDWARD JONES

4909 TEXOMA PKWY
Sherman

EDWARD JONES

2612 W Lamberth Rd Ste 200
Sherman

EDWARD JONES

115 W LAMBERTH RD
Sherman

EDWARD JONES

120 E FM 544
Plano

EDWARD JONES

244 JUSTIN RD
Plano

EDWARD JONES

119 N Ballard Ave
Wylie

EDWARD JONES

PO Box 736
Lancaster

EDWARD JONES

111 S CEDAR RIDGE DR
Duncanville

EDWARD JONES

320 W Belt Line Rd # 401
Cedar Hill

EDWARD JONES

212 W KNOX ST
Ennis

EDWARD JONES

211 N BOIS D ARC ST
Forney

EDWARD JONES

B
Mabank

EDWARD JONES

1425 GROSS RD
Mesquite

EDWARD JONES

3819 Towne Crossing Blvd Ste 203
Mesquite

EDWARD JONES

2144 N BELT LINE RD
Mesquite

EDWARD JONES

18601 Lyndon B Johnson Fwy Ste 300
Mesquite

EDWARD JONES

2238 N TOWN EAST BLVD
Mesquite

EDWARD JONES

118 HALL RD
Seagoville

EDWARD JONES

409 W HIGH ST
Terrell

EDWARD JONES

102 E MOORE AVE
Terrell

EDWARD JONES

2261 N Highway 77 Ste 101
Waxahachie

EDWARD JONES

132 N 8TH ST
Dallas

EDWARD JONES

6041 VILLAGE BEND DR
Dallas

EDWARD JONES

4637 N VERSAILLES AVE
Dallas

EDWARD JONES

9540 GARLAND RD
Dallas

EDWARD JONES

3878 OAK LAWN
Dallas

EDWARD JONES

4040 AVONDALE AVE
Dallas

EDWARD JONES

4347 W NORTHWEST HWY 140
Dallas

EDWARD JONES

2225 COSTA MESA DR
Dallas

EDWARD JONES

5925 FOREST LN
Dallas

EDWARD JONES

9669 N CENTRAL EXPY
Dallas

EDWARD JONES

3797 Forest Ln Ste 111
Dallas

EDWARD JONES

8350 N Central Expy Ste 1100
Dallas

EDWARD JONES

11617 N CENTRAL EXPY
Dallas

EDWARD JONES

12101 GREENVILLE AVE
Dallas

EDWARD JONES

15303 Dallas Pkwy Ste 1040
Addison

EDWARD JONES

17101 Preston Rd Ste 225
Dallas

EDWARD JONES

17950 PRESTON RD
Dallas

EDWARD JONES

4222 Trinity Mills Rd Ste 238
Dallas

EDWARD JONES

6951 Virginia Pkwy Ste 305
Mckinney

EDWARD JONES

800 W STEPHENS ST
Van Alstyne

EDWARD JONES

2201 N Collins St Ste 100
Arlington

EDWARD JONES

1001 NE GREEN OAKS BLVD
Arlington

EDWARD JONES

108 S RANCH HOUSE RD
Aledo

EDWARD JONES

900 N CUMMINGS DR
Alvarado

EDWARD JONES

1730 W RANDOL MILL RD
Arlington

EDWARD JONES

1700 W PARK ROW DR
Arlington

EDWARD JONES

3604 S Cooper St Ste 110
Arlington

EDWARD JONES

2421 Callender Rd Ste 131
Mansfield

EDWARD JONES

4110 W Interstate 20 Ste 200
Arlington

EDWARD JONES

1341 SOUTHEAST PKWY
Azle

EDWARD JONES

105 W MAIN ST
Azle

EDWARD JONES

241 E Southlake Blvd Ste 140
Southlake

EDWARD JONES

1903 CENTRAL DR
Bedford

EDWARD JONES

3004 SPRING VALLEY DR
Bedford

EDWARD JONES

517 HARWOOD RD
Bedford

EDWARD JONES

1117 Glade Rd Ste 120
Colleyville

EDWARD JONES

1608 AIRPORT FWY
Bedford

EDWARD JONES

333 NW HILLERY ST
Burleson

EDWARD JONES

1652 W HENDERSON ST
Cleburne

EDWARD JONES

602 WEDGEWOOD DR
Cleburne

EDWARD JONES

309 N BROADWAY ST
Cleburne

Edward Jones

4005 Gateway Dr
Colleyville

EDWARD JONES

181 Grand Ave Ste 218
Southlake

EDWARD JONES

204 E MAIN ST
Crowley

EDWARD JONES

801 E MID CITIES BLVD
Euless

EDWARD JONES

510 W Pearl St
Granbury

EDWARD JONES

716 E HIGHWAY 377
Granbury

EDWARD JONES

3010 E HIGHWAY 377
Granbury

EDWARD JONES

4101 William D Tate Ave Ste 212
Grapevine

EDWARD JONES

1821 Precinct Line Rd
Hurst

EDWARD JONES

1820 HURSTVIEW DR
Hurst

EDWARD JONES

9292 Huntington Sq # 100
North Richland Hills

EDWARD JONES

205 N BROADWAY ST
Joshua

EDWARD JONES

101 S OLD BETSY RD
Keene

EDWARD JONES

1710 Country Club Dr Ste 104
Mansfield

EDWARD JONES

640 W DEBBIE LN
Mansfield

EDWARD JONES

101 FM
Mineral Wells

EDWARD JONES

407 OLD SPRINGTOWN RD
Springtown

EDWARD JONES

1020 Palo Pinto St
Weatherford

EDWARD JONES

480 W SOUTHLAKE BLVD
Southlake

EDWARD JONES

515 W SOUTHLAKE BLVD
Southlake

EDWARD JONES

3612 W 7TH ST
Fort Worth

EDWARD JONES

9501 CLIFFORD ST
Fort Worth

EDWARD JONES

2966 PARK HILL DR
Fort Worth

EDWARD JONES

4100 International Plz Ste 220
Fort Worth

EDWARD JONES

4520 HARTWOOD DR
Fort Worth

EDWARD JONES

3426 S UNIVERSITY DR
Fort Worth

EDWARD JONES

3517 W BIDDISON ST
Fort Worth

EDWARD JONES

920 ROBERTS CUT OFF RD
Fort Worth

EDWARD JONES

4011 HIGHWAY 377
Fort Worth

EDWARD JONES

8851 Camp Bowie West Blvd
Fort Worth

EDWARD JONES

9636 Bartlett Cir Ste 450
Fort Worth

EDWARD JONES

B
Fort Worth

EDWARD JONES

8548 S HULEN ST
Fort Worth

EDWARD JONES

109 SPROLES DR
Fort Worth

EDWARD JONES

6223 OAKMONT BLVD
Fort Worth

EDWARD JONES

1300 Summit Ave Ste 516
Fort Worth

EDWARD JONES

126 S Ranch House Rd Ste 200
Willow Park

EDWARD JONES

5326 Wedgmont Cir N
Fort Worth

EDWARD JONES

137 SYCAMORE SCHOOL RD
Fort Worth

EDWARD JONES

6012 REEF POINT LN
Fort Worth

EDWARD JONES

713 W Bailey Boswell Rd Ste 200
Fort Worth

EDWARD JONES

7801 MID CITIES BLVD
North Richland Hills

EDWARD JONES

8600 Precinct Line Rd # 150
Colleyville

EDWARD JONES

5316 DAVIS BLVD
North Richland Hills

EDWARD JONES

7001 BOULEVARD 26
North Richland Hills

EDWARD JONES

1104 DALLAS DR
Denton

EDWARD JONES

2925 COUNTRY CLUB RD
Denton

EDWARD JONES

3504 Corinth Pkwy Ste 130
Corinth

EDWARD JONES

306 HIGHWAY 377 S
Argyle

EDWARD JONES

1451 W US
Decatur

EDWARD JONES

5310 N TARRANT PKWY
Keller

EDWARD JONES

201 Town Center Ln Ste 1105
Keller

EDWARD JONES

10279 FM 455 E
Pilot Point

EDWARD JONES

600 E BYRON NELSON BLVD
Roanoke

EDWARD JONES

1640 W CHAPMAN DR
Sanger

Edward Jones

401 W Centerville
Garland

Edward Jones

5080 Virginia Pkwy
Mckinney

Edward Jones

1223 West Mcdermott Suite 10

EDWARD JONES INVESTMENT

3232 FALL CREEK HWY
Granbury

ELISWORTH INVESTMENTS

5949 SHERRY LN
Dallas

EMPIRE INVESTMENT GROUP

15851 DALLAS PKWY
Addison

Envisions Events

PO Box 1341

EQUICAP PARTNERS

5614 Bent Trl
Dallas

Eric Butler- First Choice Loan Services, Inc.

5001 Spring Valley Road
Dallas

ESTRADA HINAJOSA & ASSOC

1717 MAIN ST
Dallas

eTitle Loan - TX Title Loans

4514 Cole Avenue, Suite 600
Dallas

EVERETT FINANCIAL GROUP

17950 PRESTON RD
Dallas

FAIN PROPERTIES

7515 GREENVILLE AVE
Dallas

FAIRFIELD ENTERPRISES INC

PO Box 701559
Dallas

Farmers Insurance

13861 Raceway Dr Apt 133
Roanoke

Farrell Insurance Group

2825 Airport Fwy Apt 732
Bedford

Fbinsurance

12934 Epps Field Rd

FIDELITY INVESTMENTS

6500 N MACARTHUR BLVD
Irving

FIDELITY INVESTMENTS

400 LAS COLINAS BLVD E
Irving

FIDELITY INVESTMENTS

6001 CAMPUS CIRCLE DR W
Irving

FIDELITY INVESTMENTS

6005 W PARK BLVD
Plano

FIDELITY INVESTMENTS

4001 NORTHWEST PKWY
Dallas

FIDELITY INVESTMENTS

1576 E SOUTHLAKE BLVD
Southlake

FIDELITY INVESTMENTS

1 DESTINY WAY
Roanoke

FIFTEEN ASSET MGMT GROUP LLC

13606 MAHAM RD
Dallas

FINANCIAL COACHING FOR LIFE

305 NE Loop 820
Hurst

FINANCIAL INVESTMENT MGMT CORP

6116 N CENTRAL EXPY
Dallas

FINANCIAL NETWORK INVESTMENT

13155 NOEL RD
Dallas

FINANCIAL NETWORK INVESTMENT

5720 LBJ FWY
Dallas

FINANCIAL NETWORK INVESTMENT

12221 Merit Dr Ste 1900
Dallas

FINANCIAL NETWORK INVESTMENT

12221 MERIT DR
Dallas

FINANCIAL NETWORK INVESTMENT

17304 PRESTON RD
Dallas

Financial Planners LLC

5057 Keller Springs Rd
Addison

Financial Solutions

8008 Clear Springs Road,
Dallas

FIONA WORTHY ATTORNEY AT law

2319 Hall Johnson Road, Suite B

FIRST ALLIED SECURITIES

13601 PRESTON RD
Dallas

FIRST ALLIED SECURITIES

405 N RIDGEWAY DR
Cleburne

FIRST HORIZON FINANCIAL CTR

5100 BELT LINE RD
Dallas

FIRST SOUTHWEST CO

MERCANTILE DALLAS BLDG
Grand Prairie

FIRST SOUTHWEST CO

325 N SAINT PAUL ST
Dallas

FIRST SOUTHWEST CO

201 MAIN ST
Fort Worth

FIRST UNION SECURITIES

13355 NOEL RD
Dallas

FOUNTAIN GROUP DALLAS TEXAS

16200 DALLAS PKWY
Dallas

FOUR CORNERS CAPITAL CORP

13355 NOEL RD
Dallas

FOUR P INVESTMENTS INC

933 FALCON LN
Coppell

FOXMOORE CORP

8411 PRESTON RD
Dallas

Freyman CPA, P.C.

40 Exchange Place

FROST SECURITIES INC

2727 N HARWOOD ST
Dallas

GARRY L QUINN PC

546 Silicon Dr Ste 102
Southlake

GERBER & ASSOC

6922 BRENTFIELD DR
Dallas

GILBERT HERRICK S WS FINANCIAL

7001 PRESTON RD
Dallas

Global Wealth Advisors

18170 Dallas Pkwy.
Dallas

GOPI

1202 RICHARDSON DR
Richardson

GREENHILL & CO

300 Park Ave Fl 1718

GREGG & CO

118 W COTTONBELT RD
Whitewright

GUARANTY GROUP INC

8333 DOUGLAS AVE
Dallas

Guardian Private Wealth Management

6060 North Central Expressway suite 560
Dallas

GULF STAR GROUP

100 CRESCENT CT
Dallas

Gunter Wealth Management

4975 Preston Park Blvd.Suite 400
Plano

Gurian CPA Firm

5080 Spectrum Dr Ste 105W
Addison

H D INVESTMENTS SVC

3225 PREMIER DR
Irving

H D VEST INVESTIGATIONS

16135 PRESTON RD
Dallas

H D VEST INVESTMENT SECURITIES

600 SUMMIT AVE
Fort Worth

HAIL TO THE VICTORS INC

2147 GLENN LN
Red Oak

HAMPSTEAD GROUP INC

3232 MCKINNEY AVE
Dallas

HARBOR RESOURCES LLC

14850 Montfort Dr Ste 130
Dallas

HARVESTONES SECURITIES INC

4851 LBJ FWY
Dallas

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Herrera Booking

4425 Gilbert Ave.
Dallas

HIBERNIA INVESTMENTS

4000 W SPRING CREEK PKWY
Dallas

Hittinger Financial

514 FULLERTON AVE

HODGES CAPITAL MANAGEMENT

2905 MAPLE AVE
Dallas

Holly C Roundtree, CPA

5001 Spring Valley Rd
Dallas

Hope Credit Solutions

13151 Emily Rd
Dallas

HOULIHAN LOKEY HOWARD & ZUKIN

200 CRESCENT CT
Dallas

HS0930 Group

5119 Wesley Chapel Lane
Dallas

HUGHEY FINANCIAL SVC

1601 E LAMAR BLVD
Arlington

iBank

3090F Pullman St

ING

15455 Dallas Pkwy
Addison

INSIDERS EDGE INC

17451 DALLAS PKWY
Dallas

INTEGRATED STRATEGY INTTVS

2001 BRYAN ST
Dallas

INTERCITY INVESTMENT MNTNC DIV

10737 SHADY TRL
Dallas

INTERNATIONAL RESEARCH & ASSET

2301 CEDAR SPRINGS RD
Dallas

INTERNATIONAL RESEARCH SCRTS

3010 LBJ FWY
Dallas

INTERSTATE GROUP

7101 CLAREN CT
Dallas

InTouch Credit Union - Democracy

5640 Democracy Dr
Plano

INVESTMENT CENTERS OF AMERICA

2305 E HIGHWAY 377
Granbury

INVESTMENT CENTERS OF AMERICA

115 N Oak Ave
Mineral Wells

INVESTORS FINANCIAL

1152 W PIONEER PKWY
Arlington

IRS Tax Help Team

1201 S Beach Blvd

IRS TROUBLE HELP

5627 Wendover Dr
Frisco

Irving Credit Repair

1400 Corporate Drive
Irving

JAKE WEATHERFORD INVESTOR SVC

8214 WESTCHESTER DR
Dallas

JAMES PALMER INVSTMNT MGMT

306 W 7TH ST
Fort Worth

James Zander & Associates

4655 N Central Expy
Dallas

John Harman CPA PLLC

7290 Virginia Parkway
Mckinney

John R. Salazar

2201 Main St # 9
Dallas

John R. Salazar

851 S. R.L. Thornton Fwy.
Dallas

John R. Salazar

405 W. Airport Fwy.
Bedford

JOHN W MC DONOUGH

5925 FOREST LN
Dallas

JOYCE DILLON LTD

6034 LAKEHURST AVE
Dallas

JP MORGAN

POB 419784

Judy Lawrence - MoneyTracker

4801 Lang Ave NE suite 110

K W CAPITAL SOUTHWEST LTD

604 E 4TH ST
Fort Worth

Kaufman's Tax Debt Relief Attorneys

11925 Elam Road
Balch Springs

KDN SECURITIES INC

9535 FOREST LN
Dallas

Keener Financial Planning

200 N Rufe Snow Dr
Keller

KentLending.com

2040 N Beltline Road
Mesquite

KESTREL HOLDINGS

2808 COLE AVE
Dallas

Kevin Devoto

1900 Preston

KING KNIGHTSBRIDGE

5823 KNIGHTSBRIDGE DR
Dallas

KING/STRATEGIC

8150 N CENTRAL EXPY
Dallas

KIRK SECURITIES CORP

400 N CARROLL BLVD
Denton

KNOX INTERESTS

3838 Oak Lawn Ave Ste 510
Dallas

Knutson CPA, PLLC

231 E Southlake Blvd # 100
Southlake

KWD MANAGEMENT INC

604 E 4TH ST
Fort Worth

KYLE RAYBURN'S

8080 N CENTRAL EXPY
Dallas

L T SOLOMON INVESTMENT CORP

7314 LANE PARK DR
Dallas

LADROCK JOHNSON

1301 MAIN ST
Dallas

Landmark Bank

720 E Peyton Street
Sherman

Landmark Bank

700 Highway 377 N
Whitesboro

Landmark Bank

1112 E California St
Gainesville

Landmark Bank

1001 Pecan St
Lindsay

Landmark Bank

921 N 8th St
Gunter

Landmark Bank

1189 W Van Alstyne Pkwy
Van Alstyne

LANE LINK GROUP

6740 Horizon Rd
Rockwall

Law Offices of Michael Lowe

700 N. Pearl Street, Suite 2170
Dallas

LEBZ BROTHERS INVESTMENTS

1026 MAGNOLIA DR
Carrollton

Leflar Insurance Agency - Allstate

1100 E Campbell Rd
Richardson

LEGACY ADVISORS

6900 N DALLAS PKWY
Plano

Leinart Law Firm

11520 N Central Expy
Dallas

LEVEL FOUR GROUP LLC

3015 STATE ST
Dallas

Lifelock

60 E Rio Salado Pkwy
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