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Finding the ideal financial advisor can play a vital role in shaping your long-term financial future. Whether you’re planning for retirement, building your investment strategy, or handling business-related finances, Garland offers a wide range of firms designed to support different financial needs. To help you get started, we’ve assembled a list of 10 financial advisors in Garland, recognized for their in-depth knowledge, tailored planning, and consistent results.
Orion Wealth Management
Website: http://www.orionwmtx.com/
Phone: 19728918609
Email: angela.grahamwest@lpl.com
Address: 675 Town Square Blvd Bldg 1A Ste 200, Garland, TX 75040
Headquartered in Garland, Texas, Orion Wealth Management provides expert financial advisory services, including investment planning, wealth management, and risk assessment. Their experienced advisors work closely with clients to develop personalized financial strategies that align with their goals. With a strong commitment to integrity and excellence, Orion Wealth Management helps clients navigate their financial journey with confidence. For more details, visit orionwmtx.com.
Gigi Lavergne Financial Advisor Cep
Website: https://www.gigilavergne.com/
Phone: 19725460620
Email: glavergne@sagepointadvisor.com
Address: 675 Town Square Blvd #200, Garland, TX 75040, USA
Gigi Lavergne is a Certified Estate Planner (CEP), Long-Term Care Professional (LTCP), and Retirement Income Certified Professional (RICP) based in Garland, Texas. Through her firm, T.R.I. Planning with Sagepoint Financial, she offers comprehensive financial planning services, including tax planning, estate planning, insurance, and investment strategies. Gigi emphasizes integrity and professionalism, aiming to understand each client’s unique financial situation to provide tailored solutions that align with their goals.
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