We welcome the opportunity to discuss your financial goals and explore how HD Vest Financial Advisors can help. Whether you have questions about retirement planning, investment management, tax strategies, or any other aspect of your financial life, our team is here to assist you.
HD Vest Financial Advisors
Irving, Texas 75038
Dallas-Fort Worth Metropolitan Area
Main Office: (972) 870-6000
Our office hours are Monday through Friday, 8:30 AM to 5:30 PM Central Time.
General Inquiries: [email protected]
For the most timely response, please include your name, phone number, and a brief description of how we can assist you. A member of our team will respond within one business day.
An initial consultation is an opportunity for us to learn about your financial situation, goals, and concerns — and for you to learn about our approach, services, and how we work with clients. There is no obligation and no pressure. To schedule a meeting, please call our office or send an email with your preferred dates and times, and we will confirm an appointment promptly.
To make the most of our initial conversation, it is helpful to bring:
If you do not have all of these documents readily available, that is perfectly fine. We can always gather additional information in follow-up meetings.
If you are a current client and need to update your account information, schedule a review meeting, or discuss changes to your financial plan, please contact our office directly by phone or email. We are committed to providing responsive, attentive service to every client we serve.
Securities offered through HD Vest Investment Services, member SIPC. Advisory services offered through HD Vest Advisory Services. HD Vest Financial Services is the holding company for the group of companies providing financial services through its broker-dealer and investment advisory subsidiaries.
To verify the registration and disciplinary history of any financial professional, visit FINRA BrokerCheck.