Addison, TX

15725 Dallas Parkway
Suite 220
Addison, TX
Hours: 8:30am - 5pm, M-F

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 unbiased 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

Awards

Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1

Barron's Top 50 Independent Advisors in America (2019)4

Financial Times Top 300 Registered Investment Advisors (2019)

Meet Our Financial Advisory Team

Insights from Allworth Financial

Quick reminders for Medicare Open Enrollment

Medicare’s Fall Open Enrollment begins in just a few weeks. We share important reminders no matter if you’re renewing your coverage – or signing up for the very first time.

4 Qualified Plan Tax Advantages for Employers

Offering a 401(k) can provide employers an opportunity to save on taxes and help employees save for the future. Here are four ways a 401(k) plan can help employers and employees save for retirement.