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Financial Planners in Dallas-Fort Worth

9 financial planners across Dallas-Fort Worth. Scores come from reading the public reviews each has already received, against a rubric published in full.

See the 191 highest-scoring accountants in DFW

Ranked on review sentiment, rating, volume and recency. How we score

9 providers researched

9 DFW cities

What reviewers actually flag about Financial Planners in DFW

Each of these came up in the reviews of more than one of the 133 financial planners we have analyzed in depth. Every caution is supported by separate reviews of the businesses it applies to, and appears on those listings with the source reviews attached.

A few reviewers note that while the service is good, not all interactions are timely.

Raised on 47 of 133 analyzed listings, including Rankin and Khan LLP

Several reviewers report significant issues with missed deadlines for tax filings, resulting in penalties and late fees.

Raised on 23 of 133 analyzed listings, including Hirji CPA LLC

Several reviewers report challenges with communication and follow-ups, suggesting inconsistencies in responsiveness.

Raised on 10 of 133 analyzed listings, including Dana McGuffin CPA, P.C.

Multiple customers report feeling neglected as clients, noting delays in service completion and a lack of timely updates.

Raised on 10 of 133 analyzed listings, including Steven R. Stanford CPA