Financial professionals in Dallas, TX
The Dallas–Fort Worth metroplex is a major financial hub, home to large advisory firms and a deep network of independent professionals.
Serving Uptown, Plano, Frisco and more
Compare Dallas financial pros by service
Financial Advisors in Dallas
Independent, fee-transparent financial advisors near you — compared on credentials, fee model, and verified client reviews.
Compare →Wealth Management in Dallas
Wealth managers for high-net-worth planning — investments, tax, estate, and legacy strategy under one roof.
Compare →CPAs & Accountants in Dallas
Licensed CPAs and accountants for tax strategy, audits, and business books — vetted on licensing and specialty.
Compare →Tax Preparation in Dallas
Tax preparers and enrolled agents near you — compared on credentials, IRS standing, and turnaround.
Compare →Mortgage Brokers in Dallas
NMLS-licensed mortgage brokers who shop multiple lenders for your best rate — compared on lender network and fees.
Compare →Insurance Agents in Dallas
Licensed insurance agents for life, home, auto, and business coverage — independent vs. captive, compared.
Compare →Estate Planning in Dallas
Estate planning attorneys for wills, trusts, and powers of attorney — vetted on bar standing and specialty.
Compare →Bookkeeping in Dallas
Bookkeepers and bookkeeping services for small business — compared on software, scope, and monthly pricing.
Compare →Sample listings
Featured professionals in Dallas
Featured
Town Square Mortgage★★★★★ 4.9 on Google (3027)
Mortgage Brokers · Dallas, TX
NMLS-licensed
View profile →NMLS-licensed
Featured
CINCO Auto Insurance★★★★★ 5.0 on Google (1176)
Insurance Agents · Dallas, TX
State-licensed
View profile →State-licensed
Supreme Lending Dallas
★★★★★ 5.0 on Google (1161)
Mortgage Brokers · Dallas, TX
NMLS-licensed
View profile →NMLS-licensed
CINCO Auto Insurance
★★★★★ 5.0 on Google (870)
Insurance Agents · Dallas, TX
State-licensed
View profile →State-licensed
Insurance Source Of Dallas
★★★★★ 4.9 on Google (637)
Insurance Agents · Dallas, TX
State-licensed
View profile →State-licensed
Lopez Auto Insurance
★★★★★ 4.9 on Google (620)
Insurance Agents · Dallas, TX
State-licensed
View profile →State-licensed
Featured
Premier Tax Services★★★★★ 5.0 on Google (517)
Tax Preparation · Dallas, TX
EA, CPA, AFSP
View profile →EA, CPA, AFSP
Churchill Mortgage – Dallas
★★★★★ 4.9 on Google (502)
Mortgage Brokers · Dallas, TX
NMLS-licensed
View profile →NMLS-licensed
Finding financial help in Dallas
How do I find a trusted financial professional in Dallas?
Start by deciding which service you need — a financial advisor, CPA, tax preparer, mortgage broker, or insurance agent. On The Finance Reviews you can compare Dallas professionals by credentials, fee model, and verified reviews, then visit their site or call directly.
Are the Dallas listings free to browse?
Yes — browsing and comparing is always free. The Finance Reviews is an independent directory, not a lead broker.
What areas around Dallas are covered?
Listings span Dallas and nearby areas including Uptown, Plano, Frisco, Las Colinas and Fort Worth.
Serving clients in Dallas?
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