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Same-Day Financial Advisors in Taylor, TX
Can't wait a week? These financial advisors in Taylor offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 8 financial advisors in Taylor, TX by verified customer ratings and review volume. The highest-rated is Western Finance with a 4.9-star rating from 374 verified reviews. Also in the top tier: Taylor Finance Company, LLC and R Jeff Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Taylor is 5 stars from 64 reviews per business on average.
Financial advisors in Taylor typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
8
Businesses listed
5★
Avg rating
64
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Western Finance
208 N Main St, Taylor, TX 76574, USA
Taylor Finance Company, LLC
12100 Ford Rd b151, Farmers Branch, TX 75234, USA
R Jeff Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
1401 Precinct Line Rd, Hurst, TX 76053, USA
Financial Advisors Rankings in Taylor, TX
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Western Finance208 N Main St, Taylor, TX 76574, USA | 4.9★ | 374 |
| #2 | Taylor Finance Company, LLC12100 Ford Rd b151, Farmers Branch, TX 75234, USA | 5.0★ | 8 |
| #3 | R Jeff Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC1401 Precinct Line Rd, Hurst, TX 76053, USA | 5.0★ | 1 |
| #4 | Edward Jones - Financial Advisor: Justin Taylor, ChFC®|AAMS®|CRPC™808 N Jefferson Ave, Mt Pleasant, TX 75455, USA | 5.0★ | 1 |
| #5 | Taylor Private Wealth Management - Ameriprise Financial Services, LLC1401 Precinct Line Rd, Hurst, TX 76053, USA | — | — |
| #6 | Michael Gates - Thrivent500 Drake Ln, Taylor, TX 76574, USA | — | — |
| #7 | Dovetail Wealth Management, LLC301 N Main St, Taylor, TX 76574, USA | 5.0★ | 1 |
| #8 | Edward Jones - Financial Advisor: Joel A Bravo602 W 2nd St, Taylor, TX 76574, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Taylor
Edward Jones - Financial Advisor: Justin Taylor, ChFC®|AAMS®|CRPC™
808 N Jefferson Ave, Mt Pleasant, TX 75455, USA
Taylor Private Wealth Management - Ameriprise Financial Services, LLC
1401 Precinct Line Rd, Hurst, TX 76053, USA
Dovetail Wealth Management, LLC
301 N Main St, Taylor, TX 76574, USA
Edward Jones - Financial Advisor: Joel A Bravo
602 W 2nd St, Taylor, TX 76574, USA
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Frequently Asked Questions — Financial Advisors in Taylor
What is a fiduciary financial advisor and why does it matter in Taylor?
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 Taylor, 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 Taylor?
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: June 1, 2026.
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