Fontana Financial Planning

Fontana Financial Planning is a Dallas financial planning firm that offers investment advisory services and works with clients on long-term financial goals. The team is listed by name on the firm's website, and the firm also publishes a blog, videos and a Finance 101 series for people who want to learn the basics.

New clients start with an introductory planning meeting, which can be requested through the website or by phone. The office is on Inwood Road in Dallas. Investment advisory services are offered through a Raymond James affiliate, and the firm is independent of Raymond James Financial Services, so it's worth asking how each service is structured before you sign.