Financial Services across the Dallas metro
Inclusive and diverse-owned financial services businesses across the Dallas metro, not just the city itself.
Advisers, planners and insurance agents working with Dallas households and small businesses. Fee-only, commission and hybrid arrangements are all represented, and how someone is paid shapes what they recommend. Ask that question before the first meeting.
Sponsor the Financial Services page in Dallas. One Category Sponsor per city, credited on this page and on the Dallas hub.See sponsorship
Where they are across the Dallas metro
Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.
Businesses on the map of Dallas
- WISE Insurance Group, Dallas (town center)
Getting your money in order in Dallas? Start here.
Plain-English guides to business credit, community lenders and grants, and to spotting a funding scam before it costs you.
Guides for money and funding
Reading picked for financial services and for the Dallas metro.
Microloans for Diverse-Owned Businesses in 2026: A Practical Guide to Small-Dollar Funding
11 min read
Small Business Grants for Diverse-Owned Businesses in 2026: What’s Real, What’s Not, and Where to Look
10 min read
How to Avoid Small Business Grant and Funding Scams in 2026
11 min read
Funding Application Checklist for Diverse-Owned Businesses in 2026
10 min read
Coming up
Where to be around Dallas
Pride and cultural festivals nearby, and the heritage and awareness dates on the calendar.
Keep exploring
More across the Dallas metro
Each photo is from a listing in that category.
Legal3 places Photo: Cameron Firm, PC
Real Estate5 places Photo: Ben Villarreal, The District Realty Group at Compass
Professional Services8 places Photo: Childers Architect
Restaurants & Food85 places Photo: Asian Mint
Retail & Shops19 places Photo: Pan-African Connection
Bars & Nightlife11 places Photo: Sue Ellen's
Notes
Signed, dated pieces about the places where we spend our money, and who they are built for.
We NoticedThe Menu Is a User Interface
QR codes, 8-point type, missing prices and hidden allergens. Why a restaurant menu is an interface, and the easy fixes that help everyone order.
Luke · September 30, 2026
Maybe "Authentic" Is a Terrible Word
Read more
Why Are Restaurants So Loud?
Read more
The Strip Mall Is Better Than You Think
Read moreFinancial Services in Dallas: questions people ask
How many financial professionals are listed across the Dallas metro?
One right now, in Dallas. The list grows as businesses are recommended, checked and added.
What makes a business inclusive on Inclusivity.org?
Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.
What does fiduciary mean?
A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.
How can I check a financial professional?
FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.
Is it free to be listed?
Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.
How do I suggest a financial professional that is missing?
Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.
Know a financial professional we're missing?
Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.