3 Best Financial Services in Garland, TX

“Shafen K. Crawford has a successful tenure as a financial advisor at Edward Jones. He completed his graduation from Texas A&M University with a Bachelor of Science. He is also a CERTIFIED FINANCIAL PLANNER and Accredited Asset Management Specialist. As an Edward Jones financial advisor, Shafen K. Crawford enjoys partnering with individual investors to create and implement strategies that work toward specific goals that they set together. Whether it's planning for when you stop working, saving money for your kids' or grandkids' education, or making sure your loved ones are financially secure, Shafen K. Crawford and his team listen carefully to your goals. Edward Jones offers insight and knowledge with a long-term and personal approach to investing. Contact them to request an appointment.”

“Chanika Turner is a Licensed Financial Representative with Primerica. Her main goal is to ensure her clients feel secure and valued. Whether you're seeking financial services, investment assistance, or term life insurance, she is dedicated to finding the right solutions for you. She takes pride in delivering top-notch customer service to every visitor to her office. Chanika Turner and her team strive to treat each customer how they would want to be treated, with respect and integrity. Primerica welcomes Garland residents to call or visit their office to explore how they can help achieve their financial goals and dreams.”

“Tri Planning builds relationships with their clients that help them implement investment strategies that are specific to each individual. Gigi Lavergne is the financial advisor of Tri Planning. Tri Planning goal is to help you achieve your financial objectives with confidence. They also offer a range of products designed with the potential to optimize your wealth, reduce tax liabilities, increase investment returns, and provide essential protection through insurance. They'll work for you to grow your money and save you time as they navigate the complex world of wealth management on your behalf. At Tri Planning, they believe that effective financial planning is the cornerstone of a secure and prosperous future. They strive to empower families to make informed financial decisions and achieve financial independence.”