Top financial advisors in Paris, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering financial advice in Paris, TX if you're managing significant property taxes or planning for federal tax impacts without state income tax concerns. A common mistake is overlooking how property and sales taxes affect your overall financial picture, which can lead to unexpected expenses.
- Property tax modeling. Confirm how the advisor incorporates local property tax rates into your long-term financial plan.
- Federal tax focus. Ask how they optimize strategies around federal income tax since Texas has no state income tax.
- Multi-state considerations. If you have assets or income in other states, check how they handle tax implications across state lines.
- Experience with local market. Ensure they understand Texas-specific financial factors like sales tax and property tax trends that impact your budget.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jill C
Series 66
Paris, TX
Edward Jones
Jill Cobb's six years of experience at Edward Jones equip her to address the financial complexities faced by clients in Paris, TX, including property tax modeling and federal tax strategies. As part of a large firm managing over $1 trillion in assets, she offers wealth management and multi-generational wealth transfer services with a fee structure up to 1.35% annually, distinguishing her through broad resources and specialized expertise.
Experience: 6 years
Avg account: $246,728
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Samuel S
Series 63, Series 66
Paris, TX
Benjamin F. Edwards & Company, Inc.
Samuel Smeed offers financial advice in Paris, TX, with expertise in tax-loss harvesting and wealth management, which can help address local property and federal tax considerations. Working at Benjamin F. Edwards & Company, a large firm with $15.7 billion in assets and 436 advisors, he provides flat-fee and AUM-based fee options, serving a diverse client base including executives and business owners.
Experience: 5 years
Avg account: $553,528
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James C
Series 63
Paris, TX
Ameriprise
James Callaway's 29 years of experience and focus on retirement income strategy make him well-suited to address the financial planning needs of those approaching retirement in Paris, TX, where property and sales taxes impact budgets. His affiliation with Ameriprise, a large firm offering comprehensive advisory and insurance solutions with a 0.15% AUM fee, provides access to extensive research and tax-efficiency analysis, distinguishing him from smaller local advisors.
Experience: 30 years
Avg account: $471,167
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Donald M
Series 63, Series 65
Paris, TX
LPL Financial
Donald Moffitt Jr. offers financial planning in Paris, TX, with 33 years of experience and expertise in college savings plans, supported by LPL Financial's broad advisory services. His flat-fee and hourly fee options provide flexible cost structures, distinguishing him from others by combining seasoned knowledge with a large firm's resources and personalized consulting.
Experience: 33 years
Avg account: $399,489
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