Best Financial Advisors in Weatherford, TX

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List of Firms

Weatherford, TX Fiduciary Financial Advisors

Hutton Wealth Management
5 out of 5
Location 208 N Main St #200, Weatherford, TX 76086, USA
Phone (817) 238-6995
Directions
SMH Cummer Moyers Financial
SEC File# 801-54089
CRD# 108344
Location 101 York Ave, Weatherford, TX 76086, USA
Phone (817) 596-0205
Directions
Mike Barron - Raymond James
5 out of 5
Location 1841 Martin Dr, Weatherford, TX 76086, USA
Phone (817) 599-5100
Directions
Philip Lapp - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 409 W 4th St Ste 101, Weatherford, TX 76086, USA
Phone (817) 341-9898
Directions
Western Finance
5 out of 5
Location 1406 S Main St, Weatherford, TX 76086, USA
Phone (817) 599-5792
Directions
Barron Wealth Strategies-Raymond James
5 out of 5
Location 1913 Martin Dr, Weatherford, TX 76086, USA
Phone (817) 599-5100
Directions
WorthPointe Financial Planners
SEC File# 801-67916
CRD# 143996
Location 29 Crown Rd, Weatherford, TX 76087, USA
Phone (800) 620-4232
Directions
Lapp & Associates - Ameriprise Financial Services, LLC
Location 409 W 4th St Ste 101, Weatherford, TX 76086, USA
Phone (817) 341-9898
Directions
Haley Harbold - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 409 W 4th St Ste 101, Weatherford, TX 76086, USA
Phone (817) 341-9898
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: John Petrach II
SEC File# 801-3297
CRD# 250
Location 1951 Fort Worth Hwy Suite 102, Weatherford, TX 76086, USA
Phone (817) 594-1838
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
BentOak Capital - A Garrett Wealth Company
SEC File# 801-80598
CRD# 173563
5 out of 5
Location 201 Fort Worth Hwy, Weatherford, TX 76086, USA
Phone (817) 550-6750
Directions
Edward Jones - Financial Advisor: Donna J Alberts, CFP®|ChFC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 300 S Main St Ste 200, Weatherford, TX 76086, USA
Phone (817) 596-5841
Directions
Wells Fargo Advisors
Location 181 E BB Fielder Rd, Weatherford, TX 76087, USA
Phone (817) 458-3665
Directions
First Financial Bank
3 out of 5
Location 101 College Park Dr, Weatherford, TX 76086, USA
Phone (817) 598-2700
Directions
Springer Financial Services
5 out of 5
Location 100 Austin Ave # 105, Weatherford, TX 76086, USA
Phone (817) 341-7283
Directions
Mary Naumann - Thrivent
Location 318 Palo Pinto St, Weatherford, TX 76086, USA
Phone (682) 412-0780
Directions
Edward Jones - Financial Advisor: Jay D Cawthon, CRPC®
SEC File# 801-3297
CRD# 250
Location 1020 Palo Pinto St, Weatherford, TX 76086, USA
Phone (817) 594-5904
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
3C Financial Service
Location 1712 Santa Fe Dr, Weatherford, TX 76086, USA
Phone (682) 213-3131
Directions
Edward Jones - Financial Advisor: Cody Strait
SEC File# 801-3297
CRD# 250
Location 1847 Wall St, Weatherford, TX 76086, USA
Phone (817) 599-8316
Directions
Bradberry Investment Management Co
Location 3816 Coronado Ct, Weatherford, TX 76087, USA
Phone (817) 441-6520
Directions
Merrill Lynch Wealth Management
1 out of 5
Location 208 N Main St, Weatherford, TX 76086, USA
Phone (817) 599-4218
Directions
Don Hubbard Investment Services
1 out of 5
Location 901 N Main St, Weatherford, TX 76086, USA
Phone (817) 594-6556
Directions
Edward Jones - Financial Advisor: Mary H McDow
SEC File# 801-3297
CRD# 250
Location 102 Houston Ave Suite 203, Weatherford, TX 76086, USA
Phone (817) 598-0882
Directions
Financial Advisors in Weatherford, TX

Where Certified Financial Advisors in Weatherford, TX Serve

Weatherford, TX is a charming city that boasts of several landmarks, top employers, major highways and streets, and neighborhoods. Nestled in the heart of Parker County, Weatherford is home to the iconic Weatherford Courthouse which is a popular tourist attraction. The courthouse, which was built in 1884, is a stunning example of Victorian architecture and is listed on the National Register of Historic Places. In addition to the courthouse, Weatherford is also known for its bustling downtown area which is home to several shops, restaurants, and businesses. The city is also home to a number of top employers, including Weatherford International, Walmart, and Weatherford Regional Medical Center. When it comes to major highways and streets, Weatherford is well-connected to the rest of the state. The city is located just off of Interstate 20, which runs east-west through the state of Texas. Additionally, US Route 180 and State Highway 171 both run through Weatherford.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Weatherford, TX can benefit from the services of a financial advisor in a number of ways. One of the most common ways is by helping them create a budget that takes into account the unique expenses and financial challenges of living in this region. For example, Weatherford residents may need to set aside money for home repairs and maintenance due to the extreme weather conditions that are common in this area. A financial advisor can also help residents plan for retirement, invest their money wisely, and navigate the complex world of taxes and insurance. With the help of a skilled financial advisor, residents of Weatherford can achieve their financial goals and build a secure future for themselves and their families.

Insurance Broker

Residents of Weatherford, TX can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them find the best insurance policies that are tailored to their specific needs and budget. With the unpredictable weather conditions in Weatherford, such as hailstorms and tornadoes, having the right insurance coverage is crucial. An insurance broker can also assist residents in filing claims and negotiating with insurance companies to ensure that they receive the compensation they deserve. Additionally, an insurance broker can provide valuable advice on how to mitigate risks and prevent losses, such as installing storm shutters or reinforcing roofs. Overall, an insurance broker can be a valuable resource for Weatherford residents looking to protect themselves and their assets from unexpected events.

Retirement Planning

Residents of Weatherford, TX can benefit greatly from the guidance of a retirement planner. With its growing population of retirees, Weatherford presents unique challenges and opportunities for those planning for their golden years. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other government programs, as well as provide advice on investment strategies and estate planning. Additionally, with the city's hot and humid summers and occasional severe weather events, a retirement planner can help residents prepare for unexpected expenses related to home repairs and emergency services. By working with a retirement planner, residents of Weatherford can feel more confident and secure in their financial future.

Wealth Management

Residents of Weatherford, TX can benefit greatly from the guidance and expertise of a wealth manager. One of the most common ways a wealth manager can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This is especially important in Weatherford, where the economy is heavily influenced by the oil and gas industry. A skilled wealth manager can help residents navigate the ups and downs of this volatile market and make informed investment decisions that will help them achieve long-term financial stability. Additionally, a wealth manager can provide valuable advice on tax planning, retirement planning, and estate planning, ensuring that residents of Weatherford are well-prepared for whatever the future may hold.

Mortgage Loan Officer

Residents of Weatherford, TX can benefit greatly from the expertise of a mortgage loan officer. With the city's growing population and booming real estate market, a loan officer can provide valuable guidance on the best mortgage options available to meet individual needs. Specifically, Weatherford's unique mix of historic homes and new developments requires a loan officer who understands the intricacies of both traditional and modern mortgage options. Additionally, a loan officer can help residents navigate the complexities of the home buying process, including pre-approval, down payments, and closing costs. Whether it's a first-time homebuyer or a seasoned real estate investor, a mortgage loan officer can provide invaluable support and guidance to residents of Weatherford, TX.

Tax Services

Residents of Weatherford, TX can benefit from the expertise of a tax advisor in several ways. One of the most common ways is through tax planning and preparation services. With the unique tax laws and regulations in Texas, a tax advisor can help residents navigate the complexities of filing taxes and potentially save them money. Additionally, Weatherford residents who own small businesses or work as self-employed individuals may require specialized tax advice and guidance to ensure they are meeting all their tax obligations. For instance, with the city's growing economy and thriving small business community, a tax advisor can help entrepreneurs understand their tax liabilities and take advantage of any available tax deductions or credits. Overall, a tax advisor can provide valuable assistance to residents of Weatherford, TX in managing their taxes and achieving financial stability.

Estate Planning Lawyer

Residents of Weatherford, TX can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by ensuring that their assets are distributed according to their wishes after they pass away. This is especially important in Weatherford, TX, where the population is growing rapidly and many families are dealing with complex financial situations. An estate planning lawyer can help residents create a will or trust that outlines their wishes for their assets, including property, investments, and personal belongings. They can also provide guidance on how to minimize taxes and other costs associated with estate planning, which can be particularly important for families in Weatherford, TX who may be dealing with limited resources. Overall, an estate planning lawyer can provide invaluable assistance to residents of Weatherford, TX who want to ensure that their loved ones are taken care of after they are gone.

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