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BEST RATED DENTON, TX FINANCIAL SERVICES

3 Best Financial Services in Denton, TX

Expert-recommended Top 3 Financial Services in Denton, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Blair Financial Advisors - Denton, TX Financial Services - Portrait
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BLAIR FINANCIAL ADVISORS

(4.9 Score)
519 South Carroll Boulevard, Suite 107,
Denton, TX 76201 Directions

Since 2017

Specialty:

✓Retirement Planning ✓Estate Planning ✓Investment ✓Insurance ✓Tax ✓Money ✓Investment Portfolio ✓Risk Tolerance

“2026 Highlights: Blair Financial Advisors helps individuals, families, and business owners in protecting and growing their significant wealth. Greg Blair is the founder of Blair Financial Advisors. He is committed to helping individuals, families, and business owners achieve long-term financial confidence through personalized planning and professional guidance. He established the firm with a client-first philosophy and with decades of experience. His mission is to empower clients with the clarity and strategies needed to make confident decisions and build a secured financial future.”

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License CRD #6413

Price:

Financial Planning Fees Per Hour $500

Contact:

(940) 484-9288

Mon-Fri: 8am - 4pm
Sat: By Appointment Sun: Closed

TBR® Inspection Report:

Delaine Moore - Denton, TX Financial Services - Portrait
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Best Financial Services in Denton TX - Delaine Moore - EDWARD JONES video
3+ YEARS IN TBR
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DELAINE MOORE

(4.8 Score)
EDWARD JONES 2711 Shoreline Drive, Suite 101,
Denton, TX 76210 Directions

Since 2010

Specialty:

✓Retirement Planning ✓College Planning ✓Wealth Management ✓Stocks and Bonds ✓Mutual Funds ✓Cash Management Solutions for Self-employed Individuals ✓Insurance ✓Annuities ✓Business Planning ✓Mortgage Lending ✓Investment Services

“Delaine Moore is a licensed financial advisor in Texas, Michigan, Illinois, and Georgia and holds licenses including Series 7 and Series 66 securities, annuities, long-term care, life, accident, health, and disability. As an Edward Jones financial advisor, he believes it's essential to understand your goals before investing your money and to know how much risk you're comfortable with. This understanding helps him balance that with the steps needed to reach your long-term objectives. Delaine Moore and his team can work together to develop specific strategies to help you achieve your goals. Edward Jones can also monitor your progress to help you stay on track or determine if any adjustments need to be made.”

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License CRD #5865925

Price:

Annual Program Fee Upto 1.35%
Annual Platform Fee Upto 0.05%
Annual SMA Manager Fees Upto 0.45%

Contact:

(940) 382-2051

Mon - Thu: 8:30am - 5pm
Fri: 8:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Bluecrest North Texas - Denton, TX Financial Services - Portrait
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BLUECREST NORTH TEXAS

(4.8 Score)
1801 Hinkle Drive, Suite 150,
Denton, TX 76201 Directions

Since 2010

Specialty:

✓Risk Management ✓Debt Management Strategies ✓Retirement Strategies ✓Asset Allocation ✓Estate Planning ✓Tax Planning ✓Children’s Savings ✓Education Funding ✓Business Planning ✓Employee Benefits ✓Savings Strategies

"Bluecrest North Texas is a comprehensive financial services firm serving clients. They work to build financial strategies by taking a very holistic approach based on your priorities. They are in the long-term relationship business and walk alongside their clients through the different phases of life. They recommend any product or service; they ask questions to get a clear understanding of your financial goals and objectives. Bluecrest North Texas then analyzes your insurance and investment portfolio to identify any gaps that may exist in your current coverage. They work closely with you over time through periodic reviews to help you evaluate the strategies in place and their capacity to continue helping you meet your goals.

2026 Highlights: Bluecrest North Texas offers a wide range of solutions designed to help clients to reach their goals."

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License #4128646

Contact:

(940) 368-8627

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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BLAIR FINANCIAL ADVISORS REVIEWS

My husband and I have been investing with Brett for several years, and our experience has been wonderful. I used to feel that investing was too complicated for me, but Brett always takes the time to answer our questions and carefully explain each step so that we feel comfortable and confident in the process. He really treats his clients like family, which makes a big difference. We are so grateful to have found him and his team, they have all been incredibly kind, supportive, and professional. We are excited to continue to work with his team for years to come.

Blair Financial, Brett, has handled our investments for several years and his father Gregg prior for several years. They have always been professional, very patient in explaining details. In addition they are interested in you and your family. Most of all our investments continue to preform well. They check in frequently to go over the accounts. I highly recommend.

I cannot say enough great things about Brett and his financial expertise. He and Greg have been kind and thoughtful on a personal level creating a specific conservative plan for my financial situation. I trust Brett’s insight and knowledge on financial growth…my account has shown growth and stability over the past 8 years since I started with his company.

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DELAINE MOORE REVIEWS

My husband opened an Edward Jones investment account for me a few months ago. The account was a birthday gift to me. He also have me a card with my new financial advisor(Delaine Moore's) name on it. Under the watchful eye of my financial advisor. My birthday gift has grown over 400% .I highly recommend Mr. Moore to anyone who needs financial services. He is very professional and he took time to make sure I understood the process.

I was between jobs, and did not know what to do with my 401k. I had been out of work for some time and knew that I should be doing something with my money, but I didn’t know what. I was referred to Mr. Moore’s office where he not only educated me about investing, he helped me diversify portfolio. I appreciate the time spent teaching this novice investor…thank you.

Great investor, always open and available to his clients needs. Always professional & willing to help you reach your financial goals. Staff who works with him are professional as well.

BLUECREST NORTH TEXAS REVIEWS

Key Bennett, along with the Bluecrest North Texas team, was extremely helpful in providing us a plan for our retirement. They provided strategies that we were able to immediately implement and helped set out minds at ease. We have had financial planners in the past, but these guys have set themselves apart. They really are interested in helping their clients achieve their goals.

Love the service, especially Jake Otankis!! He was very helpful and knowledgable. Very approachable and understanding of my needs.

Chris and Jake were fantastic and did a great job listening to what we wanted. They explained everything in detail. Highly recommend.

TBR® Inspection Score Report

BLAIR FINANCIAL ADVISORS Total Inspection Points: 117/120
Acknowledgments: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Review Analysis: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DELAINE MOORE Total Inspection Points: 116/120
Acknowledgments: 8
Reviews Study: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BLUECREST NORTH TEXAS Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10