Best Financial Advisors in Ellis County, TX

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List of Firms

Ellis County, TX Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Evan L Esselman, AAMS™
SEC File# 801-3297
CRD# 250
Location 714 Ferris Ave, Waxahachie, TX 75165, USA
Phone (972) 935-9400
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Paul M Box, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 109 W Marvin Ave, Waxahachie, TX 75165, USA
Phone (972) 923-2766
Directions
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Liz Wilson Financial Strategies
Location 100 N College St, Waxahachie, TX 75165, USA
Phone (972) 923-8903
Directions
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L & J Financial Services
Location 101 Executive Ct, Waxahachie, TX 75165, USA
Phone (972) 923-3374
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2261 N Hwy 77, Waxahachie, TX 75165, USA
Phone (972) 938-3440
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 2693 US-77 #101, Waxahachie, TX 75165, USA
Phone (972) 938-1189
Directions
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Edward Jones - Financial Advisor: Jody T Madding
SEC File# 801-3297
CRD# 250
Location 133 Chieftain Dr Ste 106, Waxahachie, TX 75165, USA
Phone (972) 938-7424
Directions
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Edward Jones - Financial Advisor: Nick Box, AAMS™
SEC File# 801-3297
CRD# 250
Location 103 YMCA Dr, Waxahachie, TX 75165, USA
Phone (972) 938-0346
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Quantum Financial Strategies
5 out of 5
Location 216 W Franklin St, Waxahachie, TX 75165, USA
Phone (469) 470-0601
Directions
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Edward Jones - Financial Advisor: Lance S Gary
SEC File# 801-3297
CRD# 250
Location 111 Indian Dr Suite 100, Waxahachie, TX 75165, USA
Phone (469) 383-8948
Directions
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Moore Financial Freedom
Location 100 Professional Pl, Waxahachie, TX 75165, USA
Phone (972) 938-1112
Directions
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Western Wealth Advisors Texas
Location 102 Professional Pl Suite 106, Waxahachie, TX 75165, USA
Phone (972) 937-1802
Directions
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WWA Integrated Wealth Strategy Group
5 out of 5
Location 110 Park Pl Blvd Suite 101, Waxahachie, TX 75165, USA
Phone (972) 937-9300
Directions
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Turner Bill
Location Waxahachie, TX 75165, USA
Phone (972) 938-0201
Directions
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Edward Jones - Financial Advisor: Paul Colwell, AAMS™|CRPC®|CRPS®
SEC File# 801-3297
CRD# 250
Location 115 Park Pl Blvd Suite 800, Waxahachie, TX 75165, USA
Phone (972) 923-0307
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Jeff Buttgen
SEC File# 801-3297
CRD# 250
Location 100 Executive Ct Suite 1, Waxahachie, TX 75165, USA
Phone (972) 938-1097
Directions
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Edward Jones - Financial Advisor: Russell D Clark, CRPC®
SEC File# 801-3297
CRD# 250
Location 2693 N Hwy 77 Suite 101, Waxahachie, TX 75165, USA
Phone (972) 938-1189
Directions
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Bankers Financial
Location 714 Ferris Ave, Waxahachie, TX 75165, USA
Phone (469) 517-0700
Directions
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Edward Jones - Financial Advisor: Wess G Winn
SEC File# 801-3297
CRD# 250
Location 2261 N Hwy 77 Ste 101, Waxahachie, TX 75165, USA
Phone (972) 938-3440
Directions
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Bam Financial
Location 400 N Hwy 77, Waxahachie, TX 75165, USA
Phone (214) 628-2084
Directions
Financial Advisors in Ellis County, TX

Where Certified Financial Advisors in Ellis County, TX Serve

Ellis County, TX is a vibrant and bustling community that offers a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Waxahachie Courthouse to the modern Baylor Scott & White Medical Center, there is something for everyone in this diverse county. The top employers in the area include Ennis, Inc., Owens Corning, and Walmart, providing ample job opportunities for residents. Major highways such as I-35E and US-287 make commuting a breeze, while streets like Main Street and FM 66 offer easy access to local businesses and attractions. Neighborhoods like Red Oak, Midlothian, and Ennis provide a variety of housing options for families and individuals alike. With so much to offer, Ellis County is a great place to live, work, and play.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Ellis County, TX could benefit greatly from the expertise of a financial advisor. With a population of over 180,000 people, many individuals and families in the area may struggle with managing their finances and planning for the future. A financial advisor can help residents of Ellis County create a personalized financial plan, set achievable goals, and make informed decisions about investments and savings. Additionally, with the county's strong agricultural industry, a financial advisor can assist farmers and ranchers in managing their finances and navigating the unique challenges of their profession. Overall, a financial advisor can provide valuable guidance and support to residents of Ellis County, helping them achieve financial stability and security.

Insurance Broker

Residents of Ellis County, TX can benefit greatly from the services of an insurance broker. Specifically, an insurance broker can help residents navigate the unique insurance needs of the area. Ellis County is located in North Texas and is known for its rapidly growing population and diverse economy. With a mix of urban and rural areas, residents may have different insurance needs depending on their location and occupation. An insurance broker can help residents find the right coverage for their specific needs and budget, whether it be for home, auto, or business insurance. Additionally, an insurance broker can provide personalized support and guidance throughout the insurance process, ensuring that residents have peace of mind knowing they are properly protected.

Retirement Planning

Residents of Ellis County, TX can benefit greatly from the services of a retirement planner. One of the most common ways they can be helped is by creating a personalized retirement plan that takes into account their unique financial situation. This includes factors such as their current income, expenses, and assets. Additionally, a retirement planner can help residents of Ellis County, TX navigate the complex world of retirement savings and investment options. This is especially important since Ellis County, TX has a diverse population with varying financial needs. By working with a retirement planner, residents can ensure they are making the most of their retirement savings and investments, and have a clear plan for their financial future.

Wealth Management

Residents of Ellis County, TX could greatly benefit from the services of a wealth manager in a number of ways. One specific example is the booming real estate market in this area. A wealth manager could help residents navigate the complexities of buying or selling property, ensuring that they make informed decisions that align with their long-term financial goals. Additionally, a wealth manager could provide guidance on retirement planning, investment strategies, and tax planning, helping residents optimize their finances and achieve greater financial security. With their expertise and personalized approach, a wealth manager could be an invaluable resource for residents of Ellis County looking to build and preserve their wealth.

Mortgage Loan Officer

Residents of Ellis County, TX can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, whether they are first-time buyers or seasoned homeowners. With their knowledge of the local market, mortgage loan officers can guide residents through the home-buying process, from pre-approval to closing. Additionally, Ellis County has a diverse population, with both urban and rural areas, which can present unique challenges when it comes to finding the right mortgage. A mortgage loan officer can help residents navigate these challenges and find the best loan options for their specific needs and circumstances. Overall, working with a mortgage loan officer can make the home-buying process smoother and less stressful for residents of Ellis County, TX.

Tax Services

Residents of Ellis County, TX can benefit greatly from the expertise of a tax advisor. With the county's growing population and diverse economy, there are many tax-related challenges that individuals and businesses may face. A tax advisor can help residents navigate the complex tax code and identify opportunities to minimize their tax liability. For example, residents who own property in Ellis County may be eligible for various tax exemptions or deductions, such as the Homestead Exemption or the Agricultural Land Use Valuation. Additionally, a tax advisor can assist small business owners with tax planning and compliance, ensuring that they are meeting their obligations while maximizing their deductions and credits. Overall, a tax advisor can provide valuable guidance and support to help residents of Ellis County, TX achieve their financial goals and make the most of their resources.

Estate Planning Lawyer

Residents of Ellis County, TX can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist them in creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Ellis County, which has a rapidly growing population and a thriving economy. Secondly, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors. This is particularly relevant in Ellis County, which is home to many small businesses and entrepreneurs. Finally, an estate planning lawyer can help residents navigate the complex legal system and ensure that their wishes are carried out even if they become incapacitated or unable to make decisions for themselves. Overall, an estate planning lawyer can provide invaluable assistance to residents of Ellis County, helping them safeguard their assets and plan for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Ellis County, TX