97% of Clients Stay With Us2
Best in Class Advisors
Best in Class Ethics
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
About Our Addison Location
The team in the Dallas/Addison office has been loyally serving our neighbors in the greater Dallas area since 1991. We take great pride in providing refreshingly clear financial advice that helps you retire better.
Are you interested in learning more about Allworth Financial, winner of 2019’s NBRI Circle of Excellence award for client satisfaction? You can find out more when you listen to Money Matters, our weekly, call-in radio program, available via podcast at iTunes or Google Play. One of the country’s longest-running financial topic radio shows, Money Matters answers questions from callers about investing, retirement, taxes and more.
Conveniently located off the Dallas North Tollway, the team in our Addison office offers you:
- Retirement and Financial Planning
- Investment Management
- Tax Services
- Estate Planning
You likely already know that figuring out when to claim Social Security during retirement can be tricky. But if you decide to work and receive a benefit at the same time? Things can get even trickier. Allworth co-founder Scott Hanson outlines the need-to-know details about an under-the-radar Social Security rule.
Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.