Happy Investment Services, West Texas Wealth, a financial advisory practice of Ameriprise Financial Services, LLC
4411 98th Street, Lubbock, TX 79424
About the Business
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Happy Investment Services, West Texas Wealth is a financial advisory practice located at 4411 98th Street in Lubbock, Texas, United States. As a part of Ameriprise Financial Services, LLC, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase like a second home.
Our team will document your goals, regularly review your progress, and adjust your approach as life changes. With secure access to your investments and accounts from any device, you can track your progress towards your financial goals easily. If you have questions or would like to schedule a complimentary initial consultation, please get in touch.
Our financial advisors are registered to do business in certain U.S. states, and you can find more information about our qualifications on FINRA's BrokerCheck website. We cannot guarantee future financial results, but we are committed to helping you achieve your financial aspirations. Let's meet to discuss how we can assist you in reaching your goals.
Photos
Location & Phone number
4411 98th St, Lubbock, TX 79424, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Asset Allocation
- Asset Protection
- Brokercheck
- Business Succession Plan
- Complimentary Consultation
- Education Savings
- Estate Planning
- Financial Advisor
- Financial Advisor Registration
- Individualized Financial Planning
- Investment Goals
- Investment Planning
- Investment Security
- Investor Education
- Long Term Investment Strategy
- Long Term Investments
- Major Purchase Planning
- Personalized Financial Advice
- Portfolio Recommendations
- Retirement Income
- Retirement Planning
- Risk Management
- Risk Tolerance Management
- Second Home Finance
- Small Business Funding
- Tax Strategies
- Wealth Management
- Wealth Management Strategies
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