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Real Reviews · Balch Springs
Top-Reviewed Financial Advisors in Balch Springs, TX
What are customers actually saying? Read verified reviews for financial advisors in Balch Springs — every rating is from a real customer.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Balch Springs, TX by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Intirety Wealth Management with a 5.0-star rating from 4 Google reviews and an RNM Score of 67/100. Also in the top tier: Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS® and Edward Jones - Financial Advisor: Matthew A Taylor. The average rating across all listed financial advisors in Balch Springs is 4.7 stars from 7 reviews per business on average.
Financial advisors in Balch Springs typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 5, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
7
Avg reviews
Jul 5, 2026
Last updated
Top Rated Financial Advisors
Earns a perfect 5.0-star rating from a handful of local client reviews.
209 W College St, Mesquite, TX 75149, USAA local financial advisor in Mesquite, TX with no customer reviews yet.
1425 Gross Rd Ste 106, Mesquite, TX 75149, USA5.0-star rating from one Google review, reflecting exceptional early client feedback.
2144 N Belt Line Rd Suite F, Mesquite, TX 75150, USAFinancial Advisors Rankings in Balch Springs, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Intirety Wealth Management209 W College St, Mesquite, TX 75149, USA | 5.0★ | 4 |
| #2 | Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS®1425 Gross Rd Ste 106, Mesquite, TX 75149, USA | — | — |
| #3 | Edward Jones - Financial Advisor: Matthew A Taylor2144 N Belt Line Rd Suite F, Mesquite, TX 75150, USA | 5.0★ | 1 |
| #4 | Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™182 S Collins Rd #100, Sunnyvale, TX 75182, USA | 5.0★ | 5 |
| #5 | Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Sal Tejani129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA | 5.0★ | 1 |
| #7 | Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro3330 N Galloway Ave #309, Mesquite, TX 75150, USA | 4.5★ | 8 |
| #8 | UNITY Financial Services610 N Town E Blvd # 102, Mesquite, TX 75150, USA | 4.2★ | 5 |
| #9 | Leader Life Financial Solutions613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA | 5.0★ | 3 |
| #10 | Primerica - Nick C. Lamb1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA | 5.0★ | 11 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Balch Springs
Exceptional 5.0-star rating based on five Google reviews from local clients.
182 S Collins Rd #100, Sunnyvale, TX 75182, USA
Rated 5.0 stars from 1 Google review, offering trusted local financial guidance.
18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA
Trusted by local clients with a strong 4.5-star rating from 8 reviews.
3330 N Galloway Ave #309, Mesquite, TX 75150, USA
Rated 4.2 stars from 5 Google reviews for financial guidance in Mesquite.
610 N Town E Blvd # 102, Mesquite, TX 75150, USA
Exceptional 5.0-star rating based on feedback from 3 Google reviews.
613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA
With a flawless 5.0-star rating from 11 reviews, this advisor is highly trusted.
1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA
This financial advisor has not yet received any Google reviews or ratings.
1675 Republic Pkwy Suite 160, Mesquite, TX 75150, USA
Consistently rated 3.0 stars from a limited number of client reviews.
108 S Bois D'Arc St, Forney, TX 75126, USA
No reviews yet; consider this a new advisor to research in Forney.
425 Pinson Rd A, Forney, TX 75126, USA
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
425 Pinson Rd A, Forney, TX 75126, USA
Forney financial advisor with a strong 4.7-star rating from 14 Google reviews.
411 N McGraw St, Forney, TX 75126, USA
Garland's trusted 5.0-star financial advisor with 36 glowing Google reviews.
3960 Broadway Blvd STE 232, Garland, TX 75043, USA
No Google reviews yet for this Garland financial advisor.
401 W Centerville Rd Suite 4, Garland, TX 75041, USA
5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
1008 Stonewall St # C, Garland, TX 75043, USA
Exceptional 5.0 rating from a small number of client reviews.
3200 Broadway Blvd Suite 140, Garland, TX 75043, USA
Trusted by clients with a strong 4.5-star average from 8 Google reviews.
2201 Main St #815, Dallas, TX 75201, USA
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Financial Advisors in Balch Springs, TX — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Intirety Wealth Management | 67/100 | 5.0 ★ | 4 |
| 2 | Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS® | 3/100 | — | 0 |
| 3 | Edward Jones - Financial Advisor: Matthew A Taylor | 65/100 | 5.0 ★ | 1 |
| 4 | Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™ | 68/100 | 5.0 ★ | 5 |
| 5 | Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™ | 62/100 | 5.0 ★ | 1 |
| 6 | Edward Jones - Financial Advisor: Sal Tejani | 62/100 | 5.0 ★ | 1 |
| 7 | Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro | 62/100 | 4.5 ★ | 8 |
| 8 | UNITY Financial Services | 54/100 | 4.2 ★ | 5 |
| 9 | Leader Life Financial Solutions | 66/100 | 5.0 ★ | 3 |
| 10 | Primerica - Nick C. Lamb | 72/100 | 5.0 ★ | 11 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Balch Springs
What is a fiduciary financial advisor and why does it matter in Balch Springs?
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 Balch Springs, 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 Balch Springs?
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.
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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 5, 2026.
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