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Texas Financial Advisors - TFA logo

Texas Financial Advisors – Dallas Office

Dallas, Texas Office

Texas Financial Advisor – Your Local Dallas Team 2727 LBJ Frwy, Suite 438
Dallas, TX 75234
United States
Phone: (817) 230-4907



Trinity Wealth Securities TAMPA: (813) 425-4765, Ext. 431

  • Licensed Financial Advisors
  • Retirement Planners
  • Wealth Managers
  • Certified Financial Planners
  • Investment Advisors


Chart Your Financial Future with Confidence and Clarity

Welcome to Texas Financial Advisors in Dallas. Our mission is to help professionals, families, and individuals like you navigate the intricacies of their financial journey. Every person has unique financial goals. Whether it's planning for retirement, making sound investments, dealing with multi-generational wealth, responding to volatile marker conditions, or securing a financial future for your family, we understand these goals are deeply personal, and we're here to help you achieve them.


Our Local Dallas Team at Your Service

Our Dallas-based team includes experienced financial advisors, skilled financial planners, knowledgeable retirement planners, and certifed investment and wealth managers. Together, we're dedicated to providing you with personalized financial strategies and reliable guidance. We're not just your advisors, we're your partners in financial planning, committed to helping you achieve financial stability and prosperity

Send Us a Message or Book a Free Consultation 

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Providing Comprehensive Wealth Management and Financial Services in Dallas's Vibrant Neighborhoods

As proud members of the Dallas community, we are delighted to serve clients from diverse neighborhoods across the city. Our office location is convenient, and our team is accessible for both face-to-face and virtual consultations. Here are just a few of the vibrant neighborhoods we cater to:

  • Highland Park
  • Westover Hills
  • Uptown
  • Russwood Acres
  • Lakewood Heights
  • North Dallas
  • Oak Lawn
  • University Park
  • Bluffview
TFS Dallas Office – old Red Museum

Our team of top-rated financial specialists are driven and dedicated to providing our clients with the tools and knowledge they need to achieve their financial goals.

Contact us today to set up an appointment to discuss your financial future.

Additional Financial Services, Accounts, and Resources

In addition to our core services, we provide access to a range of resources to further support your financial well-being. These include retirement planning tools, educational resources, and personalized guidance on tax diversification strategies, risk management, and advanced insurance solutions.

Experience the Dallas Team Difference

Our dedication goes beyond the norm; we pride ourselves on delivering exceptional service, building enduring relationships, and helping you navigate your financial landscape. We put your needs and goals at the center of everything we do. By understanding your financial ambitions, lifestyle, and circumstances, we craft tailored strategies to align perfectly with your objectives.

Let’s Start a Conversation

We appreciate your trust and look forward to helping you secure a prosperous financial future.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck