Sign in
Trusted Financial Advisors
recommended on social media
Tell us where you need a financial advisor. We'll do the rest.
Relevancy Ranking
1.
2. 
3.
4.
5.
6.
7.
Frequently Mentioned on Social Media
?
Ken Hughes & Associates PC
- Financial Advisor, Cpa, Accountant
- 4880 Long Prairie Rd Ste 100 Flower Mound, TX 75028
Referral from
Jul 16, 2015
Linda R.:
This is my first post on this site-could anyone please recommend a good tax accountant? Thx!
Debbie F.:
Dana Haynie with Ken Hughes & Assoc 972 221 2500. Dana is very knowledgeable and very attentive. I've been working with her for at... Scott Armey, FIC - Thrivent Financial
- Financial Advisor, Insurance Agent
- 3416 Furlong Dr E Flower Mound, TX 75022
Referral from
Jan 08, 2017
Stephanie Z.:
Looking for someone who can help with investing, budgets, etc and won't be 'judgy'. Obviously some bad habits that need to be broke. ...
Carisa A.:
My husband would love to help. Scott Armey 214-952-2992 Ameritrade Pete Stranberg
Referral from
Mar 21, 2018
Karissa E.:
Looking for a recommendation for a financial advisor specializing in senior finances.
Treva B.:
Ameritrade Pete Stranberg 817-343-0280 Jeff Potter
- Financial Advisor
- Flower Mound, TX
Referral from
Feb 27, 2018
Laura C.:
Searching for a local financial advisor. Any recommendations?
Taylor M.:
Jeff Potter, very involved in the community, extremely caring, kind, and knowledgeable. https://www.facebook.com/jeff.potter.1257 Tim Patterson At Feliciano Financial
Referral from
Mar 21, 2018
Karissa E.:
Looking for a recommendation for a financial advisor specializing in senior finances.
Laurie A.:
Tim Patterson at Feliciano financial. (972) 567-8072 Kendall Financial
- Financial Advisor
- 3204 Long Prairie Rd Flower Mound, TX 75022-2777
- Closed
Referral from
Mar 13, 2015
Theresa K.:
Looking into College Admissions and Financial Advisors.... Are they worth the money and do you have any recommendations?
George C.:
http://www.kendallfinancial.net/ LightForce Financial
- Financial Advisor
- 6920 Hidden Vly Flower Mound, TX 75022-5831
- Closed ⋅ Opens at 12:00AM
Referral from
May 10, 2015
Ashlee C.:
I am requesting recommendations for a financial planner in the Flower Mound/Highland Village area. I want someone who can provide an...
Scott M.:
http://www.lightforcefinancialllc.com/new/lightforcefinancialllc/content.asp?contentid=2017782307 Gerald Robinson is a long time Flower... Frequently Mentioned on Social Media
?
Referral from May 10, 2015
Ashlee C. asked:
I am requesting recommendations for a financial planner in the Flower Mound/Highland Village area. I want someone who can provide an overall financial plan (retirement,...
Shelly D. replied:
I also have a Facebook page. Visionary Financial Group
Randy H. replied:
Ashlee, I highly recommend Kyle Cowand. He is in Austin but flies his plane up here at least twice a month or whenever you request a meeting. I have 10 friends in FM/Highland Village are that would vouch for him also. He has a significant client base here as well. (512) 826-6610 or kcowand@riverstonewealth.com Tell him Randy Harris sent you.
Karen F. replied:
Darrin Salge, CFP and Trust Officer@American National Bank & Trust
Wendy W. replied:
Scott Strange, with Strange and Coats CPA....they are in Lewisville, live in Flower Mound... http://www.strangecpa.com/
Kris R. replied:
www.lightforcefinancial.com
Nicole D. replied:
Shelly Dodge from Visionary Financial
George C. replied:
https://www.edwardjones.com/en_US/fa/index.html&CIRN=600131
Leslie L. replied:
Paul Foutch, Edward Jones and a Certified Financial Planner in the building behind the Starbucks on 407, by Tom Thumb. Very low pressure, solid, reliable, honest to a fault. Highly recommended if you are uncomfortable with a "salesman" type of FA.
Amy T. replied:
Brian C Tillotson is in Southlake www.virtuswealth.com
Brandy S. replied:
Joby and Shae Raymond
Pam C. replied:
Barbara Saunders is really good.
Shelly D. replied:
Thanks for the referral David! Here is my webpage. http://visionaryfinancialgroup.com
Referral from February 27, 2018
Laura C. asked:
Searching for a local financial advisor. Any recommendations?
Lauren C. replied:
Glen D. Smith and associates over by Lake Side are wonderful!
Jennifer H. replied:
https://www.edwardjones.com/financial-advisor/index.html?CIRN=t1 s2BK5MhdkDhyQo9 kxdQOCQmyUjkN6Fr20 gzbANS49QsIijYMIgAmh7 k9 avNQcc
Michele J. replied:
Jeremy Newton LPL Financial in Flower Mound 214-613-1541
Nicole T. replied:
Crystal King
Crystal K. replied:
My husband is the Associate Manager of Ameriprise Plano and runs his own practice as well. He would love to talk with you! Other Flower Mound Cares members are his clients. https://www.ameripriseadvisors.com/justin.w.king/
Ray S. replied:
Richard Baughman
Richard B. replied:
David Barnes House Holder Group estate and retirement specialists.
Referral from March 17, 2017
Sean K. asked:
Anyone have a good financial advisor that is local they would recommend?
Penny M. replied:
Bill Collins with Edward Jones by Marcus High School. He is super!
Jim B. replied:
Brooks Bowman, Merrill Lynch
Paul K. replied:
Neil Grant with Baird. His office number is (214) 373-2917.
Crystal K. replied:
If you do a search in this group, you will find my husband has been recommended by his clients that are also in this group. He is the associate branch manager at the Plano Ameriprise location. http://www.ameripriseadvisors.com/justin.w.king/
Jill D. replied:
Merrill Lynch. Robert and Glen are great!
Mary O. replied:
Kane Houston, Ameriprise in Lewisville. Been with first his dad and now Kane for over 20 years. http://www.ameripriseadvisors.com/team/houston-associates/
Svetlana S. replied:
Bill Collins with Edward Jones or Shelly McBride Dodge with Visionary Financial. Both are local, reliable and professional.
Referral from March 21, 2018
Karissa E. asked:
Looking for a recommendation for a financial advisor specializing in senior finances.
Dave M. replied:
I like Fidelity Investments. (I retired from there after 33 years with them)
Bradley Z. replied:
Bill Collins Rett Dean
Brit B. replied:
Riverchase Wealth Management! Both Rett and Sean are CFP Professionals as well as Enrolled Agents with the IRS.
Carl S. replied:
“Fee only” service the best way to go. Fixed price for a fiduciary relationship. We are ecstatic with their services. http://www.pauleyfinancial.com
Referral from April 18, 2015
Jodie M. asked:
Looking for a financial advisor?
Tc G. replied:
First Financial Equity Corporation, Dallas 214 545-3301
Kris L. replied:
John Garcia w/ Edward Jones (972) 342-6681
George C. replied:
Bill Collins - Edward Jones Financial Advisor: (972) 539-4042
Referral from September 9, 2016
Pat S. asked:
We are looking for a financial consultant or insurance broker that is familiar with all of the different Medicare supplements. There are so many options and programs...
Joe M. replied:
Scott Armey
Lindsey W. replied:
I would be happy to help you! I am a benefits advisor and broker and have been working in the Medicare Industry for over 10 years. I can answer all of your questions and help you navigate the ins and outs of Medicare and what all of the carriers have to offer. My email is lindseymackey@healthmarkets.com and phone is 2142326121
Referral from January 30, 2017
Kelly R. asked:
Can anyone recommend a good financial advisor? TIA
Joyce H. replied:
We love Glen Smith with Merril Lynch here in Flower Mound.
Lindsey W. replied:
We have been very impressed with Justin King at Ameriprise in Plano. They are local FM residents
Craig M. replied:
Trey Wright can help out. Stand up man and lives here in the FM area.
Kay T. replied:
Shelly McBride Dodge is amazing
Robbie C. replied:
Shelly McBride Dodge is excellent at Visionary Financial
Cynthia M. replied:
Bill Collins with Edwards Jones - his office is near Marcus High School
Referral from March 13, 2016
Lee H. asked:
Looking for a fiduciary financial advisor. Any suggestions?
Chris C. replied:
Frank Ratton at Edward Jones. It's in Kroger center on corner of 3040/Morris. I'm very happy with him.
Svetlana S. replied:
Bill Collins with Edward Jones or Shelley Dodge with Visionary Financial. Both are excellent with high morale and professional ethics.
New Review
Please wait....
Please wait...
