RatingsNearMeGet Free Quote

Showing results near Mabank

We don't have financial advisors listed specifically in Mabank yet — these top-rated pros from Forney serve your area and are available for calls and quotes today.

24/7 Emergency · Mabank

Emergency Financial Advisors in Mabank, TX — Available 24/7

When you can't wait, these financial advisors in Mabank offer emergency response. Call now — most respond within the hour.

As of May 2026, RatingsNearMe ranks 9 financial advisors in Mabank, TX by verified customer ratings and review volume. The highest-rated is Martinez Financial Group Strategies LLC with a 5.0-star rating from 11 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS® and Smith Wealth Management - Smith Financial & Associates P.C.. The average rating across all listed financial advisors in Mabank is 4.7 stars from 6 reviews per business on average.

Financial advisors in Mabank 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

9

Businesses listed

4.7★

Avg rating

6

Avg reviews

May 17, 2026

Last updated

Top Rated Financial Advisors

🥇

Martinez Financial Group Strategies LLC

5.0(11 reviews)

2129 Ocelot St, Crandall, TX 75114, USA

🥈

Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS®

3.0(2 reviews)

108 S Bois D'Arc St, Forney, TX 75126, USA

🥉

Smith Wealth Management - Smith Financial & Associates P.C.

4.7(14 reviews)

411 N McGraw St, Forney, TX 75126, USA

Financial Advisors Rankings in Mabank, TX

#BusinessRatingReviews
#1Martinez Financial Group Strategies LLC2129 Ocelot St, Crandall, TX 75114, USA5.011
#2Edward Jones - Financial Advisor: Greg Pharris, CEPA®|AAMS®108 S Bois D'Arc St, Forney, TX 75126, USA3.02
#3Smith Wealth Management - Smith Financial & Associates P.C.411 N McGraw St, Forney, TX 75126, USA4.714
#4Edward Jones - Financial Advisor: Tasha N Cunningham425 Pinson Rd A, Forney, TX 75126, USA
#5Edward Jones - Financial Advisor: Fay Headley, CFP®|CEPA®|AAMS®425 Pinson Rd A, Forney, TX 75126, USA5.01
#6Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™182 S Collins Rd #100, Sunnyvale, TX 75182, USA5.05
#7Slayton Wealth Management6710 Horizon Rd, Heath, TX 75032, USA5.02
#8Edward Jones - Financial Advisor: Sal Tejani129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA5.01
#9Crestview Wealth Management6540 Alliance Dr #120, Rockwall, TX 75032, USA5.015

Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026

All Financial Advisors in Mabank

4

Edward Jones - Financial Advisor: Tasha N Cunningham

· 0 reviews

425 Pinson Rd A, Forney, TX 75126, USA

5

Edward Jones - Financial Advisor: Fay Headley, CFP®|CEPA®|AAMS®

5.0· 1 reviews

425 Pinson Rd A, Forney, TX 75126, USA

6

Edward Jones - Financial Advisor: Michael J Taysom, AAMS®|CRPC™

5.0· 5 reviews

182 S Collins Rd #100, Sunnyvale, TX 75182, USA

7

Slayton Wealth Management

5.0· 2 reviews

6710 Horizon Rd, Heath, TX 75032, USA

8

Edward Jones - Financial Advisor: Sal Tejani

5.0· 1 reviews

129 Collins Rd Ste 2101, Sunnyvale, TX 75182, USA

9

Crestview Wealth Management

5.0· 15 reviews

6540 Alliance Dr #120, Rockwall, TX 75032, USA

Data from Google Business listings
Updated regularly with real reviews
No obligation to contact
Free to compare

Get Free Quotes

We'll connect you with the top financial advisors in Mabank, TX.

Free · No obligation · Local pros only

Frequently Asked Questions — Financial Advisors in Mabank

What is a fiduciary financial advisor and why does it matter in Mabank?

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 Mabank, 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 Mabank?

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: May 17, 2026.

More Home Services in Mabank

Related Searches

About This Financial Advisors Directory — Mabank, TX

This page lists and ranks 9 financial advisors serving Mabank, TX as of May 2026. The average verified rating across all listings is 4.7 stars, with an average of 6 customer reviews per business. The top-ranked financial advisors in Mabank by our algorithm is Martinez Financial Group Strategies LLC (5.0 stars, 11 reviews). Financial advisors in Mabank typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Mabank: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the TX licensing board before hiring.

Request Free Quotes — Top-Rated Financial Advisors in Mabank