Showing results near Sachse
We don't have financial advisors listed specifically in Sachse yet — these top-rated pros from Garland serve your area and are available for calls and quotes today.
Same Day · Sachse
Same-Day Financial Advisors in Sachse, TX
Can't wait a week? These financial advisors in Sachse offer same-day or next-day appointments. Call now to check availability.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Sachse, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is T.R.I. Planning - Taxes, Retirement, Insurance with a 5.0-star rating from 8 Google reviews and an RNM Score of 82/100. Also in the top tier: Gigi Lavergne, Financial Advisor, CEP, RICP and Edward Jones - Financial Advisor: CasSandra Harris. The average rating across all listed financial advisors in Sachse is 5 stars from 12 reviews per business on average.
Financial advisors in Sachse typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
12
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 8 Google reviews in Garland, TX.
675 Town Square Blvd #200, Garland, TX 75040, USATrusted Garland financial advisor with a perfect 5.0★ rating from 1 review.
675 Town Square Blvd #200, Garland, TX 75040, USAExceptional 5.0-star rating based on a few Google reviews.
375 Cedar Sage Dr Ste 260, Garland, TX 75040, USAFinancial Advisors Rankings in Sachse, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | T.R.I. Planning - Taxes, Retirement, Insurance675 Town Square Blvd #200, Garland, TX 75040, USA | 5.0★ | 8 |
| #2 | Gigi Lavergne, Financial Advisor, CEP, RICP675 Town Square Blvd #200, Garland, TX 75040, USA | 5.0★ | 1 |
| #3 | Edward Jones - Financial Advisor: CasSandra Harris375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA | 5.0★ | 1 |
| #4 | Edward Jones - Financial Advisor: Antonio Caufield, AAMS®375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA | 5.0★ | 3 |
| #5 | Libertas Financial Partners LLC245 Cedar Sage Dr Suite 250, Garland, TX 75040, USA | 5.0★ | 48 |
| #6 | Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Diana L Morrison2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Melissa Carlisle, CFP®318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA | 5.0★ | 6 |
| #9 | Edward Jones - Financial Advisor: Paula R Hunt2300 FM 544 Suite 250, Wylie, TX 75098, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Marty Kogel213 N Murphy Rd Ste 400, Murphy, TX 75094, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Sachse
Earns a perfect 5.0-star rating from a small number of Google reviews.
375 Cedar Sage Dr Ste 260, Garland, TX 75040, USA
Garland's top-rated financial advisor with a perfect 5.0 stars from 48 reviews.
245 Cedar Sage Dr Suite 250, Garland, TX 75040, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
505 Woodbridge Pkwy Ste 200, Wylie, TX 75098, USA
Rated 5.0 stars across a handful of Google reviews from local clients.
2300 W Farm To Market 544 Suite 250, Wylie, TX 75098, USA
Earned a perfect 5.0-star rating from six Google reviews in Wylie, TX.
318 W Farm To Market 544 Suite D2, Murphy, TX 75094, USA
Rated 5.0 stars from two Google reviews, reflecting exceptional client satisfaction.
2300 FM 544 Suite 250, Wylie, TX 75098, USA
Holds an exceptional 5.0-star rating across a handful of Google reviews.
213 N Murphy Rd Ste 400, Murphy, TX 75094, USA
Trusted by clients with a strong 4.6-star rating from 22 reviews.
601 Commerce St, Wylie, TX 75098, USA
This financial advisor in Wylie has no client reviews yet to reference.
303 S State Hwy 78 #202, Wylie, TX 75098, USA
A new financial advisor in Wylie with 0 Google reviews, so no rating is available yet.
303 S S State Hwy 78 #202, Wylie, TX 75098, USA
A local financial advisor in Wylie, TX, with no customer reviews yet.
303 S State Hwy 78 #202, Wylie, TX 75098, USA
A 5.0-star rating from 4 Google reviews reflects strong local client satisfaction.
109 N Ballard Ave, Wylie, TX 75098, USA
No reviews yet for this Wylie, TX financial advisor.
113 N Ballard Ave, Wylie, TX 75098, USA
This financial advisor has no online ratings yet, as they have no Google reviews.
119 N Ballard Ave, Wylie, TX 75098, USA
Exceptional 5.0-star rating from four local Google reviews.
119 N Ballard Ave, Wylie, TX 75098, USA
Earned a stellar 4.9-star rating from over 60 local client reviews.
3513 Spectrum Blvd #200, Richardson, TX 75082, USA
No local ratings yet; this Rowlett financial advisor has no Google reviews to reference.
8212 Liberty Grove Rd Suite 300, Rowlett, TX 75089, USA
Get Free Quotes
We'll connect you with the top financial advisors in Sachse, TX.
Financial Advisors in Sachse, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | T.R.I. Planning - Taxes, Retirement, Insurance | 82/100 | 5.0 ★ | 8 |
| 2 | Gigi Lavergne, Financial Advisor, CEP, RICP | 74/100 | 5.0 ★ | 1 |
| 3 | Edward Jones - Financial Advisor: CasSandra Harris | 62/100 | 5.0 ★ | 1 |
| 4 | Edward Jones - Financial Advisor: Antonio Caufield, AAMS® | 66/100 | 5.0 ★ | 3 |
| 5 | Libertas Financial Partners LLC | 79/100 | 5.0 ★ | 48 |
| 6 | Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA® | 64/100 | 5.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Diana L Morrison | 65/100 | 5.0 ★ | 1 |
| 8 | Edward Jones - Financial Advisor: Melissa Carlisle, CFP® | 72/100 | 5.0 ★ | 6 |
| 9 | Edward Jones - Financial Advisor: Paula R Hunt | 68/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Marty Kogel | 68/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
Get your business on AI — ChatGPT, Perplexity & Google AI
AI assistants increasingly recommend local financial advisors straight from RatingsNearMe. Claim your spot in Sachse to get featured in AI answers, comparison tables, and “best near me” results — where customers are actually searching now.
Frequently Asked Questions — Financial Advisors in Sachse
What is a fiduciary financial advisor and why does it matter in Sachse?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Sachse, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Sachse?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
More Home Services in Sachse
Related Searches
More ways to find financial advisors in Sachse
Financial Advisors in nearby cities