Financial Planners in Addison

First Command Financial Advisor - David W Trammell, ChFC®|CFP®

5057 Keller Springs Rd Ste 110, Addison

Wed 8AM - 5PM

“My wife and I have been working with David for several years now to build our retirement savings and get life insurance. I appreciate the time that David takes to explain our options, risks, and rewards for each type of program he thinks we should consider. It's always a nice back and forth dialog with David. He's not trying to bully you into any one thing. My wife and I see the value in having someone gently reminding us to work towards our retirement goals, which are decades away. David has earned our trust.”

Allworth Financial

15725 Dallas Pkwy Suite 600, Addison

Wed 8AM - 5PM

“Great Experience thus far with these guys getting me into a strategy and actively managing my investments that were otherwise stuck in lifecycle funds. It is not JUST that they win bigger than you can win going it on your own when the market is up, its that you lose less when things are NOT going well. James R has taken great care of me, is very responsive to my inquiries, and proactively stays on top of me for quarterly reviews and happy to do more if requested. Add in all the other extras you get access to using them and its hard to see there being a much better option out there.”

Weaver, Ware & Martin Wealth Management and Advisory Services, LLC

16775 Addison Rd #410, Addison

Wed 8:30AM - 5PM

WealthMetrix

16475 Dallas Pkwy #840, Addison

Wed 8:30AM - 5PM