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BEST RATED GARLAND, TX FINANCIAL SERVICES

3 Best Financial Services in Garland, TX

Expert-recommended Top 3 Financial Services in Garland, 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!

Chanika Turner - Garland, TX Financial Services - Portrait
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Best Financial Services in Garland TX - Chanika Turner - PRIMERICA video
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CHANIKA TURNER

(4.8 Score)
PRIMERICA 2005 Platinum Street,
Garland, TX 75042 Directions

Since 2012

Specialty:

✓ Managed Investments ✓ Mutual Funds ✓ Annuities ✓ College Savings Plans ✓ Retirement Planning ✓ Life Insurance

"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.

2026 Update: Primerica was recognized as America's best financial service in 2026."

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License CRD #6220604

Contact:

(214) 501-4704 (469) 878-7181

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TBR® Inspection Report:

T.R.I Planning - Garland, TX Financial Services - Portrait
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T.R.I PLANNING

(4.7 Score)
675 Town Square Boulevard, Suite 200,
Garland, TX 75040 Directions

Since 2023

Specialty:

✓ Financial Planning ✓ Tax Planning ✓ Estate Planning ✓ Retirement Planning ✓ Tax-efficient Investment and Withdrawal Strategies ✓ Roth Conversions ✓ Long-term Care Insurance ✓ Portfolio Management ✓ Medicare

"T.R.I Planning builds relationships with their clients that help them implement investment strategies that are specific to each individual. T.R.I Planning goals are 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 T.R.I 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.

2026 Update: Gigi D. Lavergne is the founder and CEO of T.R.I Planning. She has over 20 years of experience and holds Series 6, 63, 7, and 65 credentials."

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License CRD #3082946

Contact:

(972) 546-0620

Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Shafen K Crawford - Garland, TX Financial Services - Portrait
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Best Financial Services in Garland TX - Shafen K Crawford - EDWARD JONES video
7+ YEARS IN TBR
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SHAFEN K CRAWFORD

(4.6 Score)
EDWARD JONES 625 Main Street,
Garland, TX 75040 Directions

Since 2014

Specialty:

✓ Retirement Income Strategies ✓ College Savings ✓ Education Planning ✓ Insurance and Business Retirement Planning ✓ Financial Planning ✓ Estate Planning ✓ Legacy Planning ✓ Annuities ✓ Cash and Wealth Management ✓ Charitable Giving ✓ Employee Stock Options

"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.

2026 Update: Shafen K Crawford was named in Forbes, SHOOK® Best-in-State Wealth Advisors in Texas in 2026."

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License CRD #6366795

Contact:

(972) 487-8777 (972) 496-0444

Mon-Thu: 8am - 5pm
Fri: 8am - 3pm
Sat: By Appointment
Sun: Closed

TBR® Inspection Report:

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CHANIKA TURNER REVIEWS

Kanethia had great Customer service and displayed professionalism throughout my entire process of getting coverage with a policy. She made herself available and answered all questions.

The host was very helpful and she explained things in complete detail. When I was confused or needed more information about something, she was quick to answer any questions I had.

My agent was very helpful she took me step by step very patient big shoot out to ms Davenport.

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T.R.I PLANNING REVIEWS

Gigi Lavergne has been instrumental in helping me get a handle on all of my retirement accounts. Gigi comes with a wide range of expertise and is very willing to sit and explain anything that I don't understand. Thank you also to her assistant, Rebecca Bowman, for helping to continue this smooth process. I feel completely at ease knowing that Gigi has my best interest in mind and I look forward to working with them for all of my financial planning needs.

I've been very impressed by Gigi and her team this past summer. She clearly puts a lot of thought and care into managing her clients portfolios, and is very good and simplifying complex investing and tax concepts. I highly recommend her to anyone looking to get control of their finances or retirement accounts.

Meet with her , she is very knowledgeable was impressed on the advice giving on my retirement would trust her completely.

SHAFEN K CRAWFORD REVIEWS

To say that I trust my investments to be handled by Shafen Crawford would be an understatement. He shows me respect and never hesitates to answer any questions I might have, with knowledge and patience. If you want to have a financial advisor who makes you feel valued and respected, who treats you as if you were member of his family, who puts your interests above everything, then Shafen Crawford would be the financial advisor to choose. There is no better.

I would highly recommend Shafen Crawford for your financial advisor. He is very reliable. He is honest and hardworking. He cares about his clients and treats their investments like his own. He listens to your needs and he invests your money in the best way to reach the most rewards. He has never disappointed me. I rate him 5 stars with no reservation. We are all better financially because of Shafen Crawford.

Shafen is a very good Financial Advisor who has always answered our questions and taken the time to meet with us even after hours to discuss our account and options as we get closer to retirement. He keeps up with all the latest products and keeps us informed of all our options. I would strongly recommend Shafen Crawford if you are looking for a Financial Advisor who truly has your best interest at heart.

TBR® Inspection Score Report

CHANIKA TURNER Total Inspection Points: 114/120
Acknowledgments: 8
Experience: 8
Business Images: 9
Complete Info: 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

TBR® Inspection Score Report

T.R.I PLANNING Total Inspection Points: 112/120
Business Hours: 8
Complete Info: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SHAFEN K CRAWFORD Total Inspection Points: 111/120
Acknowledgments: 8
Current Evaluation: 8
Experience: 8
Reviews Study: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Website Source: 10
Website Standard: 10