The 30 Best Investment professionals in Dallas, Texas

Mutual of Omaha® Advisors - South - Dallas is a finance and insurance agency located at 122 West John Carpenter Freeway, Irving, Texas, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide our advisors with advanced curriculum, tools, and knowledge base to confidently start their career as a Mutual of Omaha financial advisor. We offer marketing strategies and tools to give our advisors valuable exposure, along with a world-class CRM, extensive material library, and resources to help build their digital brand. Our work environment takes into consideration the lives of our advisors as well as their clients, offering future growth opportunities within the company.

Dallas REIG is a premier real estate investment group located in Arlington, Texas. Our team of experienced professionals specialize in helping individuals achieve their financial goals through real estate investing. Whether you are a seasoned investor or just starting out, Dallas REIG offers a wide range of resources and support to help you succeed. Our office is conveniently located at 717 East Border Street, where we host regular networking events, workshops, and seminars to keep our members informed and connected. Join Dallas REIG today and take the first step towards building wealth through real estate.

The University of Dallas College of Business is located at 1845 East Northgate Drive in Irving, Texas, United States. As a prestigious university offering a wide range of business programs, the College of Business is known for its rigorous academics, experienced faculty, and strong emphasis on practical skills development. Students at the University of Dallas College of Business have access to top-notch resources, networking opportunities, and real-world learning experiences that prepare them for successful careers in the business world. With a commitment to excellence and a focus on ethical leadership, the College of Business at the University of Dallas is a premier institution for those seeking a quality education in the field of business.

Brian Marlar Investments is a finance and insurance agency located at 406 East Marcy Drive in Big Spring, Texas, United States. Brian Marlar, CFP® is a registered representative and investment advisor representative of Momentum Independent Network Inc. (MIN), a registered broker-dealer and investment adviser. Please note that the information provided on this website, including sample articles and reports from Emerald Publications, is for informational purposes only and not intended as a solicitation. MIN does not provide tax or legal advice and this website is intended for clients and interested investors residing in states where MIN or its financial advisors are qualified to provide brokerage services or investment advisory services. Visitors should exercise caution when accessing external websites linked on this site, as MIN does not endorse or control the information found there.

Lake Dallas Financial LLC, located at 650 Edmonds Lane in Lewisville, Texas, is a trusted institution specializing in accounting and finance services. We believe in building strong relationships with our clients, viewing each partnership as essential to mutual success. Our team is dedicated to providing personalized attention, drawing on years of expertise and technical knowledge to ensure your financial needs are met. Our services include income tax preparation for businesses and individuals, IRS and state audit representation, payroll reporting, QuickBooks® setup and training, business startup assistance, monthly bookkeeping, and financial statement preparation. We continually invest in professional development, technology, and business relationships to deliver excellence in all that we do.

First Dallas Financial Group, Inc. is a finance institution located at 5465 Legacy Drive in Plano, Texas, United States. With a commitment to providing top-notch financial services to its clients, this institution offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at First Dallas Financial Group, Inc. are dedicated to helping you navigate the complexities of the financial world. Trustworthy, reliable, and customer-focused, this institution is a go-to destination for all your financial needs.

The Dallas Consulting Group - Morgan Stanley is a renowned finance institution located at 8383 Preston Center Plaza in Dallas, Texas, United States. As a part of the prestigious Morgan Stanley brand, the Dallas Consulting Group offers a wide range of financial services and expertise to individuals, businesses, and institutions. With a strong focus on personalized financial planning and investment strategies, their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for wealth management, retirement planning, or investment advice, the Dallas Consulting Group - Morgan Stanley is committed to providing top-notch financial solutions tailored to your specific needs.

MassMutual Dallas-Fort Worth – Fort Worth Office is a reputable finance and insurance agency located at 14241 Dallas Parkway in Dallas, Texas. Our dedicated team of professionals is committed to helping individuals and businesses secure their financial future through comprehensive insurance and investment solutions. With a focus on personalized service and tailored financial plans, we strive to provide our clients with peace of mind and financial security. Contact us today to learn more about how we can help you achieve your financial goals.

Wilcox Investment Bankers Dallas is a boutique finance institution located at 711 Burnet Street in Coppell, Texas, United States. Specializing in the commercial and industrial sectors, our team of experienced M&A advisors offers extensive transaction experience, deep industry knowledge, and a broad network of relationships to assist clients in raising private capital for growth opportunities. We provide financial restructuring and distressed merger & acquisition advisory services, helping clients navigate complex business transactions with honesty and top-notch professional service. Founded in 2008, our mission at Wilcox Investment Bankers is to deliver high-quality advice and senior-level experience to achieve excellent outcomes for our commercial and industrial clients. We work with industrial manufacturing companies, distribution & supply chain management companies, business & industrial services providers, and energy services & equipment companies to support their financial needs and help them succeed in their respective industries.

Dallas Valley Goldmine in Fort Worth is a premier finance and store institution located at 1751 River Run in Texas, United States. Specializing in buying and selling gold, silver, and other precious metals, Dallas Valley Goldmine offers a secure and trustworthy environment for all your investment and trading needs. With a team of experienced professionals and a commitment to customer satisfaction, this institution is the go-to destination for those looking to diversify their investment portfolio or find unique treasures to add to their collection. Visit Dallas Valley Goldmine in Fort Worth today for a valuable and rewarding experience.

Ideal Siding Dallas is your premier destination for top-quality siding services in the heart of Texas. Conveniently located at 10440 N Central Expy #800, Dallas, TX 75231, this local business specializes in providing exceptional exterior home improvement solutions tailored to meet the unique needs of the Dallas community. Whether you're looking to enhance your home's curb appeal, improve energy efficiency, or protect your property from the elements, Ideal Siding Dallas offers a comprehensive range of siding options, including vinyl, fiber cement, and wood siding. Our team of experienced professionals is dedicated to delivering outstanding craftsmanship and customer service, ensuring that every project is completed to the highest standards. We take pride in using only the finest materials and the latest installation techniques to guarantee long-lasting results that will stand the test of time.

Welcome to Avatar Healthcare: Home Health & In-Home Hospice At Avatar Healthcare, located in Richardson, Texas, we believe that you and your family deserve only the best in healthcare services. Proudly ranking in the top 5% of home health agencies in the Dallas-Fort Worth area based on OASIS data, we are committed to providing exceptional, personalized care tailored to meet your unique needs and lifestyle.

The Academic is a prestigious real estate agency located at 3700 Ross Avenue in Dallas, Texas, United States. With a team of experienced professionals, The Academic specializes in helping clients find their dream homes or investment properties. Whether you are a first-time buyer or a seasoned investor, The Academic is dedicated to providing top-notch service and expert guidance throughout the buying or selling process. Trust The Academic to help you navigate the competitive real estate market in Dallas and find the perfect property to suit your needs.

Prospera Financial Services Inc is a finance institution located at 5429 Lyndon B Johnson Freeway in Dallas, Texas. They offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. With a team of experienced professionals, Prospera Financial Services Inc is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Prospera Financial Services Inc can provide you with personalized solutions tailored to your specific needs.

Genesis Financial is a leading finance institution located in Dallas, Texas. With a prime location on the prestigious Dallas North Tollway, Genesis Financial offers a wide range of financial services to meet the needs of individuals and businesses alike. Our team of experienced professionals is committed to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, Genesis Financial is here to help. Visit us at 14241 Dallas North Tollway to learn more about how we can support your financial success.

O'Connor & Associates is a finance institution located at 2200 North Loop West in Houston, Texas, United States. They specialize in helping residential homeowners lower their property taxes by challenging the assessed value of their property. With a contingency fee of 50 percent of all property taxes saved through administrative hearings or judicial appeal for that tax year, you only pay if they successfully reduce your taxes. They do not bill for court costs, appraisals, expert witness fees, or legal fees. With additional locations in Dallas, San Antonio, and College Park, they provide expert assistance in property tax reduction. With the Harris Central Appraisal District's 2022 budget at $94.87 million, O'Connor & Associates are dedicated to helping you exercise your right to challenge property tax assessments and save money.

Farmers Insurance - Kim Wallace is a trusted insurance agency located at 9191 Kyser Way in Frisco, Texas, United States. As a lifelong resident of Texas, Kim Wallace takes pride in serving the Frisco community and surrounding areas. With over 15 years of experience in the industry, Kim has the knowledge and expertise to help you with all your insurance needs. Whether you are looking for home, auto, commercial, or life insurance, Kim and her team are dedicated to providing personalized service and ensuring that you are well taken care of. Conveniently located near the North Dallas toll on Main Street, Kim Wallace's office welcomes clients from Prosper, Plano, Dallas, Aubrey, McKinney, Celina, and the greater North Texas area. With a commitment to transparency and customer satisfaction, Kim will guide you through the insurance process and make sure you understand your coverage options.

Welcome to Willis Morrison - State Farm Insurance Agent, located at 651 North Denton Tap Road in Coppell, Texas. Our insurance agency is conveniently situated in the Magnolia shopping center at the southwest corner of HWY 121 and Denton Tap Rd. At our office, we are dedicated to serving the residents of Murphy, Plano, Wylie, Garland, Richardson, and the entire Dallas Fort Worth areas, as well as the entire state of Texas. We offer a wide range of insurance services including Car Insurance, Homeowners Insurance, Renter’s Insurance, Life Insurance, and more.

Farmers Insurance - Raman Ahluwalia, located at 1750 Valley View Lane in Dallas, Texas, is your local insurance agency dedicated to helping customers find the coverage that best suits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance options including auto, home, renters, business, life, and more. Whether you're looking for comprehensive coverage, medical payments, or discounts, our knowledgeable agents are here to guide you through the process. We understand the importance of protecting your assets and future earnings, which is why we offer personalized insurance plans tailored to your specific needs. Contact us today to learn more about how Farmers Insurance can help you reach your financial goals.

Allied Gallery Austin, located at 9850 West State Highway 29 in Liberty Hill, Texas, is a unique concept that combines a general contractor, home goods store, and store all in one. As part of the renowned Allied Stone brand, Allied Gallery offers luxury stone and cabinetry options for customers looking to upgrade their kitchen, bathroom, or special project. With showrooms in Austin, Dallas, Durant, and Lubbock, Allied Gallery provides a single place to shop for all your countertop and project design needs. With over 25 years of experience in importing, fabricating, and installing natural and engineered stone surfaces, Allied Gallery prides itself on providing only the highest quality materials and craftsmanship. Whether you're looking for granite countertops, porcelain vanities, or exotic stone slabs, Allied Gallery has a vast selection of hand-selected materials to choose from. Their team of expert designers and installers will guide you through the entire process, ensuring a seamless and stress-free experience.

Immigration Services is a professional institution located at 3626 Almazan Drive in Dallas, Texas. Our dedicated team provides a range of services to assist individuals with their immigration needs, including visa applications, green card processing, citizenship applications, and deportation defense. We are committed to helping our clients navigate the complex immigration system with personalized attention and expert guidance. Contact us today to learn how we can help you achieve your immigration goals.

Chana Massey, Associate Broker, Massey Krueger Real Estate is a leading real estate agency located at 302 East Shoemaker Street, Decatur, Texas, United States. Our clients consistently vote us as the #1 brokerage in the North Texas and DFW area, and refer their family and friends to us for all their real estate needs. Specializing in Residential Homes, Lake Homes, Luxury Homes, Relocations, Vacant Lots, Investment Properties, and Rural/Farm and Ranch properties, we serve the Dallas/Fort Worth Metroplex and counties such as Tarrant, Wise, Parker, Denton, Dallas, Montague, Johnson, Hood, Collin, and beyond. Chana Massey and Robin Krueger founded Massey Krueger Real Estate Services in 2016 with a commitment to excellence and building relationships with our clients. Our team of dedicated agents brings vast skills and knowledge to assist you with your next real estate transaction. We believe that buying and selling real estate is personal, and we value the relationships we develop with all of our clients.

Ashton is a reputable real estate agency located at 681 North Saginaw Boulevard in Saginaw, Texas, United States. With a team of experienced and dedicated real estate professionals, Ashton is committed to helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home or seeking to maximize the value of your investment, Ashton provides personalized and expert service to meet your real estate needs. Contact Ashton today to experience top-notch service and expertise in the Texas real estate market.

The Veranda is a prestigious real estate agency located at 2420 East McKinney Street in Denton, Texas, United States. Our team of experienced and dedicated professionals are committed to providing top-notch service to our clients looking to buy, sell, or rent property in the Denton area. With a focus on personalized attention and expert knowledge of the local market, we strive to make the real estate process as smooth and seamless as possible for our clients. Whether you are a first-time homebuyer or a seasoned investor, The Veranda is here to help you achieve your real estate goals. Contact us today to learn more about our services and how we can assist you with your real estate needs.

Ironcrest is a leading real estate agency located at 6309 Iron Horse Boulevard in North Richland Hills, Texas. Our dedicated team of professionals specializes in helping clients buy, sell, and rent residential and commercial properties in the area. With years of experience and a deep knowledge of the local market, we are committed to providing top-notch service and personalized solutions to meet our clients' needs. Whether you are a first-time homebuyer, seasoned investor, or looking to lease a property, Ironcrest is here to guide you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.

MAA Grapevine is a reputable real estate agency located at 2300 Grayson Drive in Grapevine, Texas, United States. With a team of experienced professionals, MAA Grapevine specializes in helping clients buy, sell, and rent properties in the Grapevine area. Whether you are looking for a new home or seeking to invest in real estate, MAA Grapevine offers personalized services and expert guidance to meet your needs. Visit us today and let us help you find your dream property in Grapevine!

Coronado Villas is a premier real estate agency located at 113 Coronado Drive in Denton, Texas. Our team of experienced professionals is dedicated to helping clients find their dream home or investment property in the vibrant city of Denton. With a focus on personalized service and attention to detail, we strive to make the buying or selling process as smooth and stress-free as possible. Whether you're looking for a cozy townhouse, a spacious family home, or a luxury estate, Coronado Villas has the expertise and resources to help you achieve your real estate goals. Contact us today to start your property search or to list your home with us.

MAA Willow Creek is a reputable real estate agency located at 2801 Airport Freeway in Bedford, Texas, United States. Our experienced team of professionals is dedicated to helping clients buy, sell, or rent properties in the area. With a focus on customer satisfaction and a commitment to excellence, MAA Willow Creek is the go-to agency for all your real estate needs. Whether you are looking for a new home, investment property, or rental, we are here to guide you every step of the way. Contact us today to learn more about our services and how we can assist you in achieving your real estate goals.

MAA Shoal Creek is a reputable real estate agency located at 2500 Central Park Boulevard in Bedford, Texas, United States. Our experienced team of professionals is dedicated to helping clients find their dream home or investment property. We strive to provide exceptional service and guidance throughout the buying or selling process. With a focus on customer satisfaction and industry expertise, MAA Shoal Creek is your go-to source for all your real estate needs in the Bedford area.

The Martino Group is a leading real estate agency located at 525 South Loop 288 in Denton, Texas, United States. With a team of experienced and dedicated professionals, The Martino Group specializes in helping clients buy, sell, and rent properties in the Denton area. Whether you are looking for a new home, investment property, or rental, The Martino Group is committed to providing top-notch service and expertise to meet your real estate needs. Contact them today to start your real estate journey!