ThreeBestRated.com
BEST RATED MESQUITE, TX FINANCIAL SERVICES

3 Best Financial Services in Mesquite, TX

Expert-recommended Top 3 Financial Services in Mesquite, 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!

Brad Weddle - Mesquite, TX Financial Services - Portrait
Brad Weddle - Mesquite, TX Financial Services - Company Logo
9+ YEARS IN TBR
CALL EMAIL

BRAD WEDDLE

(4.8 Score)
3330 North Galloway Avenue, Suite 309,
Mesquite, TX 75150 Directions

Since 1993

Specialty:

✓Financial Planning ✓Retirement Plans ✓Tax Planning ✓401(k) Planning ✓403(b) Planning ✓College Plans ✓Estate Plans ✓Money Purchase Plans ✓Profit Sharing Plans ✓Disability Income Insurance ✓Life Insurance ✓Long-term Care Insurance ✓Fixed Annuities ✓Variable Annuities ✓Coverdell Education Savings Account ✓Traditional IRA ✓Roth IRA ✓SEP IRA ✓Simple IRA ✓Brokerage Accounts ✓Mutual Funds ✓Exchange Traded Funds (ETFs) ✓Common Stock ✓Legacy Planning and Wealth Management ✓College Planning

"Brad Weddle is dedicated to helping people create and preserve wealth. Brad helps to manage your money so that you can spend more time with your family and friends enjoying your leisure time. As a financial professional, he is committed to helping people just like you create solutions for their retirement assets. Once he understands your risk tolerance, time horizon, and goals, he will work diligently to develop a program that carefully balances investment strategies with preserving principal. Brad Weddle works closely with his clients to evaluate those opportunities and get in position to reap those rewards. He enjoys helping people build a solid financial foundation for the future. Brad Weddle offers a free consultation.

2026 Highlights: Brad Weddle holds Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®) credentials."

Reviews   |   Write a Review
License CRD #1865274

Price:

Financial Planning Flat Fees
From $50
Upto $15,000

Contact:

(972) 613-2525 (877) 575-2723

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

TBR® Inspection Report:

Nick C. Lamb - Mesquite, TX Financial Services - Portrait
Nick C. Lamb - Mesquite, TX Financial Services - Company Logo
Best Financial Services in Mesquite TX - Nick C. Lamb - PRIMERICA video
3+ YEARS IN TBR
CALL EMAIL

NICK C. LAMB

(4.7 Score)
PRIMERICA 1675 Republic Parkway, Suite 200A,
Mesquite, TX 75150 Directions

Since 1984

Specialty:

✓Investments and Savings ✓Term Life Insurance ✓Financial Needs Analysis ✓Mortgage ✓Debt Solutions

"Nick C. Lamb is a Senior Vice President at Primerica. He has 38 years of experience in the financial industry. He knows how to satisfy the financial needs of his clients. Nick C. Lamb specializes in investments, savings, and term life insurance. He provides the best solutions for families to achieve their financial needs and goals. In addition, he can help you develop a complete, tailored strategy and determine realistic plans to achieve your goals. Primerica has been committed to helping families, and their 130,000+ licensed and trained representatives have approximately 2.5 million client accounts.

2026 Highlights: Nick C. Lamb is a Life Insurance Representative and Investment Adviser Representative."

Reviews | Play Video | Write a Review
License CRD #1382320

Price:

Annual Fee 1.74% For $250,000
Annual Fee 1.71%
From $250,000.01
Upto $500,000
Annual Fee 1.52%
From $500,000.01
Upto $1,000,000
Annual Fee 1.38%
From $1,000,000.01
Upto $3,000,000
Annual Fee 1.15%
From $3,000,000.01
Upto $5,000,000
Annual Fee 1.00%
From $5,000,000.01
Upto $10,000,000
Annual Fee 0.85% Over $10,000,000.01

Contact:

(972) 329-4700

Mon, Wed & Fri: 9am - 5pm
Tue & Thu: 10am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Unity Financial Services - Mesquite, TX Financial Services - Portrait
Unity Financial Services - Mesquite, TX Financial Services - Company Logo
10+ YEARS IN TBR
CALL EMAIL

UNITY FINANCIAL SERVICES

(4.7 Score)
610 North Town East Boulevard, Suite 102,
Mesquite, TX 75150 Directions

Since 1977

Specialty:

✓Investment Management ✓Stocks ✓Bonds ✓401K ✓403B and 529 Plans ✓Estate Conservation Issues ✓Fixed Annuities ✓Variable Annuities ✓Disability and Long-Term Care Insurance ✓Retirement Planning ✓Financial Planning ✓Tax Planning

“Unity Financial Services aims to understand your needs, wants, and long-term goals. Jim W. is the president and owner of the firm. He is a Certified Financial Planner® and a Certified Senior Advisor®. He completed his Bachelor of Business Administration (BBA) in Accounting from East Texas State University and an MBA in Finance from Southern Methodist University. Unity Financial Services provides personalized help from an experienced team, and you have access to expertise, specialists, and insights to reach your own specific goals. Their mission is to offer the best financial services based on your needs, desires, and long-term goals. They want to help their clients develop, implement, and monitor a strategy designed to address their situation. Their commitment is to utilize all of their resources to help you pursue your goals.”

Reviews   |   Write a Review

Contact:

(972) 329-9453 (214) 649-0637

Mon-Fri: 9am - 11:45am| 1:30pm-5pm
Sat: 11am - 4pm
Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Unity Financial Services

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Review Guidelines.

Contact Business

BRAD WEDDLE REVIEWS

Appreciate his advice, he took time to listen to my questions and explain. He is a financial advisor for the long run. For today and the future, not just a salesman for today and that's it. He will help you plan for the future. He shows experience, knowledge and organization. Friendly staff and convenient location. No pressure to sell a particular product or fund. Found out that other advisors are more salesmen than advisors, he is not that type of advisor. Suggest listen to what he can present, evaluate and plan your future.

Working with Brad has been a great experience. I found him through Dave Ramsey's ELP program. Upon having my son, I wanted to set up a College 529 Plan ASAP but two other CFP never responded to my inquiry. Brad took extra time to explain the 529, how it works and what the best options were for our situation/goals. After that, I also transferred son stagnant IRAs we opened through our bank and rollover those over. Brad has been a great asset and he very personable and knowledgeable.

Brad is a wealth of knowledge! Helped my son tremendously with his knowledge. He was very hospitable, funny, and spoke with humility towards my son.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.com.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

NICK C. LAMB REVIEWS

I have had several financial investments with Nick over a number of years. He has provided financial strategies for retirement as well as support with additional investments. He thoroughly explains the investments and strategies to help you understand how your money is invested. You can tell by how he acts that he truly enjoys helping his clients prepare for the future.

I have known Nick Lamb for many years and he has always been so friendly! It was super helpful to have him explain the different investing options and you can tell he really cares and wants what is best for you.

Nick has been and outstanding help and excellent at helping us understand the ends and outs of financial planning.

UNITY FINANCIAL SERVICES REVIEWS

I have been using Unity Financial for about 13 years. They have always been friendly and helpful. They have always treated me like family and always treat me like I'm their most valuable clients.

TBR® Inspection Score Report

BRAD WEDDLE 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
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

NICK C. LAMB Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Service Diversification: 9
Contact Info: 10
Experience: 10
Followers Ratio: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10

TBR® Inspection Score Report

UNITY FINANCIAL SERVICES Total Inspection Points: 112/120
Acknowledgments: 8
Complete Info: 8
Reviews Study: 8
Business Images: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy of : 10