texas Date: 11-15-2025

Find the Best 15 Finance services in Dallas, TX

Explore the most finance services in in Dallas, TX. Compare customer reviews, locations, and services to find the right financial partner for your needs.

Banking & CreditAddress
1Lampados Financial Group, LLC2626 Cole Ave suit 300, Dallas, TX 75204
2Lincoln Financial Group4514 Cole Ave # 600, Dallas, TX 75205
3Spectrum Financial Group13455 Noel Rd 20th floor, Dallas, TX 75240
4Edward Jones - Financial Advisor: Armand Robinson, CFP®4849 Greenville Ave Bldg 2 Ste 1320, Dallas, TX 75206
5American Finance421 Jefferson Blvd, Dallas, TX 75208
6Kays Financial Services LLC3626 N Hall St #610, Dallas, TX 75219
7PDL Financial Services9330 Lyndon B Johnson Fwy #900, Dallas, TX 75243
8Personal Finance135 Wynnewood Plaza, Dallas, TX 75224
9American Finance5430 E Grand Ave, Dallas, TX 75223
10Financial Services Group LLC15660 Dallas Pkwy # 950, Dallas, TX 75248
11Morgan Stanley Financial Advisors2121 N Pearl St Ste 500, Dallas, TX 75201
12True North Advisors3131 Turtle Creek Blvd #1300, Dallas, TX 75219
13Voya Financial Advisors14643 Dallas Pkwy # 500, Dallas, TX 75254
14Third Act Wealth Management, LLCSouth Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206
15Action Finance, Inc.5506 E R L Thornton Fwy, Dallas, TX 75223

1.Lampados Financial Group, LLC

Address: 2626 Cole Ave suit 300, Dallas, TX 75204

(9) user ratings total:

Katheryn Gatewood Lampados Financial Group’s guidance is truly the best out there. This man is professional, extremely, knowledgeable, patient, and hardworking. I will definitely recommend him to all of my family and friends.
5 /5

2.Lincoln Financial Group

Address: 4514 Cole Ave # 600, Dallas, TX 75205

(8) user ratings total:

D Me Its been a month and no money for short term disability. My adjuster took 3 weeks to talk to me 1 time all bc i bugged the crap out of her. Ive called today and requested a supervisor call back for the 3rd time. Nothing is getting done and due to being a single mom paying the bills ive had to resort to getting food pantry food and taking out my 401k just to pay bills and medical expenses.
1 /5

3.Spectrum Financial Group

Address: 13455 Noel Rd 20th floor, Dallas, TX 75240

images Spectrum Financial Group

(7) user ratings total:

Nick Patton Ive had the pleasure of allowing Randy Black to guide my financial life through several hurdles and left me back on track after many major life circumstances. With his guidance I have been able to shave 10 years off my timeline for retirement compared with my existing plan prior to our first engagement 8 yrs ago. If that doesnt give you a reason to allow him to review your current life plans and trajectory...then I must add that his genuine kindness stems from a strong commitment to servicing Gods children. His council has been invaluable as he has an unwavering goal of placing his clients within healthy budget while comfortably mitigating your necessary expenses of living, all the while he is hitting your goals for the future. Give Randy Black 60 mins of your time and I see if it doesnt improve the quality of your financial health and well being.
5 /5

4.Edward Jones - Financial Advisor: Armand Robinson, CFP®

Address: 4849 Greenville Ave Bldg 2 Ste 1320, Dallas, TX 75206

(7) user ratings total:

John Little Very responsive. Lot of knowledge.
5 /5

5.American Finance

Address: 421 Jefferson Blvd, Dallas, TX 75208

(54) user ratings total:

Chris Rodriguez I would like to say thank you to the amazing staff at American Finance on Jefferson Blvd. the ladies there are all extremely friendly and very very helpful. I have been with American Finance now for a little over 2 years and they have always been so good to me as a customer. Christine and Vanessa are both amazing young ladies. I am a retail store manger and I would hire both for my location due to the amazing customer service they both display. Thank you ladies. Christopher Rodriguez
5 /5

6.Kays Financial Services LLC

Address: 3626 N Hall St #610, Dallas, TX 75219

(52) user ratings total:

Daeisyy Wright This was a great event ! I definitely will be at the next one ! More people need to know about this! Woman events are the way to go!!
5 /5

7.PDL Financial Services

Address: 9330 Lyndon B Johnson Fwy #900, Dallas, TX 75243

images PDL Financial Services

(5) user ratings total:

Amanda Rich I sure do miss helping you with your scheduling and for your events! You are the best with your clients! Always have everyone’s best interests at heart and genuinely care about their financial retirement and future! Hope you’re well friend! I remember one time I ordered a BUNCH of breakfast tacos for you from Taco Cabana for an event. You always treat your clients and prospective clients so amazing!
5 /5

8.Personal Finance

Address: 135 Wynnewood Plaza, Dallas, TX 75224

(5) user ratings total:

Patricia Nabejar Very nice workers, especially Paula. Love the customer service, friendly, and helpful
5 /5

9.American Finance

Address: 5430 E Grand Ave, Dallas, TX 75223

(45) user ratings total:

Harold Jackson Ive been dealing wirh them for years amd ive never had a problem. They are great!
5 /5

10.Financial Services Group LLC

Address: 15660 Dallas Pkwy # 950, Dallas, TX 75248

(4) user ratings total:

Dennis Mikhail Had my taxes done here a couple years ago, and then got audited 2 years later because they filed our taxes improperly. Being tax experts I would expect them to let us know hey this is not the way to do this or actually doing it the right way and then on top of that charging us $300 which was a discounted price to file our taxes with no audit protection according to them even though I remember them telling us that there was audit protection. Now my spouse and I owe $14,000 to the IRS and theyre of course not liable for anything like any other crooked business that doesnt want to do what they get paid to do. I understand if we have a debt we have a debt that is our responsibility but the reason to go to a tax expert is to make sure this type of thing doesnt happen. Otherwise we would have just done this ourselves or went to h&r block which would have charged a quarter of that price and had audit protection. I would stay away from these people if you want to make sure you dont have any legal repercussions with the IRS.
1 /5

11.Morgan Stanley Financial Advisors

Address: 2121 N Pearl St Ste 500, Dallas, TX 75201

(4) user ratings total:

Doug Caldwell Two Morgan Stanley offices here as of June 2012 in buildings 200 & 300.
3 /5

12.True North Advisors

Address: 3131 Turtle Creek Blvd #1300, Dallas, TX 75219

(4) user ratings total:

Jarrod Pinkerton What more financial advisors should be like! I feel safe with my financial future having them on my side.
5 /5

13.Voya Financial Advisors

Address: 14643 Dallas Pkwy # 500, Dallas, TX 75254

(34) user ratings total:

Jillian Waterbury This was part of an employer retirement plan. When I seperated from that company, it was extremely difficult to rollover my money to Fidelity. Voya treated me like a criminal when I asked for the verfication not to be sent to my old work address as I no longer had access to that email and they refused to verify me any other way ie with my SS#, address, DL # or any other data. It was extremely difficult to work with them.
1 /5

14.Third Act Wealth Management, LLC

Address: South Building, 8150 N Central Expy Suite 1420, Dallas, TX 75206

(34) user ratings total:

David Malone I cannot say enough good things about Nick Lalonde (Third Act Wealth Management). We began visiting with him several years before I retired to help us put a solid retirement plan in place. I must say, I was nervous talking about my money with someone else. However, Nick quickly made us feel at ease by his expertise in his field and he clearly has our best interest at heart. He fully understands that we have retirement dreams. His plan for us included how we could still obtain those dreams while making our money work for us. Nick and his staff make themselves readily available to us whenever we have questions. I can highly recommend Nick Lalonde and his team with Third Act Wealth Management to help in your retirement dreams.
5 /5

15.Action Finance, Inc.

Address: 5506 E R L Thornton Fwy, Dallas, TX 75223

(32) user ratings total:

serjio stano This place is absolutely awesome. Ive had some bad stuff happen in the past to my credit. I called and told him what I was going through. And they see that I do have some good credit he recently that Im building. So they offer me a credit builder loan. And I guarantee Ill pay every penny back to this place. BIG UPS TO ACTION FINANCE.
5 /5