Wakeley Financial Service

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Mercer Advisors, based in Colleyville, TX, is a leading Registered Investment Advisor firm that offers a comprehensive approach to financial management, combining financial planning, investment management, tax, estate, and insurance solutions under one roof. With a unified in-house team of over 360 advisors and 100 investment professionals, the firm provides tailored, institutional-grade portfolios designed specifically for each client's needs. Recognized as the #1 ranked RIA firm by Barron's in 2024 and trusted for nearly 40 years, Mercer Advisors focuses on delivering personalized service and acting solely in the best interests of their clients. Their boutique fiduciary model enhances intimacy and sophistication in managing family wealth, making sophisticated financial strategies accessible to a broader range of families. Generated from the website

Our financial advisors in the Dallas area offer full-service financial planning, all revolving around making the complex simple for you and your family.