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We don't have financial advisors listed specifically in Balch Springs yet — these top-rated pros from Mesquite serve your area and are available for calls and quotes today.
Highest Rated · Balch Springs
Top-Rated Financial Advisors in Balch Springs, TX
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Balch Springs, TX by verified customer ratings and review volume. The highest-rated is Intirety Wealth Management with a 5.0-star rating from 4 verified reviews. 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 May 17, 2026 · Scored by 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
May 17, 2026
Last updated
Top Rated Financial Advisors
Intirety Wealth Management
209 W College St, Mesquite, TX 75149, USA
Edward Jones - Financial Advisor: Gerald R Blakely, CFP®|AAMS®
1425 Gross Rd Ste 106, Mesquite, TX 75149, USA
Edward Jones - Financial Advisor: Matthew A Taylor
2144 N Belt Line Rd Suite F, Mesquite, TX 75150, USA
Financial 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 May 2026
All Financial Advisors in Balch Springs
Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™
182 S Collins Rd #100, Sunnyvale, TX 75182, USA
Edward Jones - Financial Advisor: Mario G Ayala, AAMS®|CRPS™
18601 Lyndon B Johnson Fwy # 230, Mesquite, TX 75150, USA
Edward Jones - Financial Advisor: Sal Tejani
129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA
Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro
3330 N Galloway Ave #309, Mesquite, TX 75150, USA
UNITY Financial Services
610 N Town E Blvd # 102, Mesquite, TX 75150, USA
Leader Life Financial Solutions
613 N Town E Blvd Suite 815, Mesquite, TX 75150, USA
Primerica - Nick C. Lamb
1675 Republic Pkwy Ste 200A, Mesquite, TX 75150, USA
Edward Jones - Financial Advisor: Bryan Webb
1675 Republic Pkwy Suite 160, Mesquite, TX 75150, USA
Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS®
108 S Bois D'Arc St, Forney, TX 75126, USA
Edward Jones - Financial Advisor: Tasha N Cunningham
425 Pinson Rd A, Forney, TX 75126, USA
Edward Jones - Financial Advisor: Fay Headley, CFP®|CEPA®|AAMS®
425 Pinson Rd A, Forney, TX 75126, USA
Smith Wealth Management - Smith Financial & Associates P.C.
411 N McGraw St, Forney, TX 75126, USA
Thomas Financial LLC
3960 Broadway Blvd STE 232, Garland, TX 75043, USA
Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|CEPA®|AAMS®
401 W Centerville Rd Suite 4, Garland, TX 75041, USA
Financial Performance
1008 Stonewall St # C, Garland, TX 75043, USA
Edward Jones - Financial Advisor: Zack Thomas, AAMS®|CKA®
3200 Broadway Blvd Suite 140, Garland, TX 75043, USA
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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: May 17, 2026.
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