Wealth Planning Southlake

Fidelity Investments
1540 East Southlake Blvd (800) 622-0102

Visit Your Local Investor Center Today!

Fidelity Investments
1576 East Southlake Blvd (800) 622-0102

Visit Your Local Investor Center Today!

The Gunnip Group - Morgan Stanley
Southlake Town Square, 1400 Civic Place (817) 416-4472

Doug McKelvey - Morgan Stanley
1400 Civic Place (817) 416-4422

Wells Fargo Advisors
222 W SOUTHLAKE BLVD (817) 442-9736

Contact us to learn more

BUBAN FINANCIAL SERVICES
250 W Southlake Blvd (800) 545-8308

Wells Fargo Advisors
550 Reserve Street Suite 500 (817) 310-6480

This location does not handle banking transactions

Buckingham Strategic Wealth
1900 W Kirkwood Blvd Suite 2500C (817) 410-8200

Mendiola & Galloway - Ameriprise Financial Services, Inc. - Closed
950 E State Hwy 114 (817) 722-2473

Joseph Galloway - Financial Advisor, Ameriprise Financial Services, LLC
950 E State Hwy 114 Ste 100 (817) 722-2460

More info available at FINRA's BrokerCheck website

Omega Squared Wealth Management
550 Reserve Street (817) 500-0556

Stifel | Winter Wealth Management Group
550 Reserve Street (817) 865-3090

Springs Wealth Group - Ameriprise Financial Services, LLC
1560 E Southlake Blvd Suite 100 (817) 806-9829

More info available at FINRA's BrokerCheck website

Hearthstone Wealth Management - Ameriprise Financial Services, LLC
2840 W Southlake Blvd Ste 120 (817) 447-6464

More info available at FINRA's BrokerCheck website

Mike Mill's Wealth Management
751 E Southlake Blvd (817) 416-7300

Prestige Wealth Management
2011 Kirkwood Blvd. Suite 100 (817) 637-8121

Southlake Wealth & Estate Group
505 Queensway East, Suite 202E (647) 557-4949

Gregory Farber - Private Wealth Advisor, Ameriprise Financial Services, LLC
640 N Carroll Ave Ste 100 (817) 918-3036

More info available at FINRA's BrokerCheck website

Steve Namy - CU Wealth Management
320 Morrison Park Dr (469) 778-5670

Farpointe Wealth Advisors
530 East Southlake Boulevard Suite 160 (972) 616-4595