TOP 30 Business relationship management in Lubbock, Texas

10 results found

Antioch Wealth Management, located at 4906 Lakeridge Drive in Lubbock, Texas, is a finance institution dedicated to guiding clients towards their financial goals. By listening to clients and providing careful planning, prudent investing, and meaningful support, Antioch Wealth Management focuses on family and goals-based decision-making. The institution helps clients navigate the challenges of career, family, and preparing for the future, as well as transitioning from working and saving to maximizing resources for impact. The team at Antioch Wealth Management, including Wealth Advisor Brock Barnes, Senior Wealth Advisor Byron Tapp, and Wealth Advisor Alexander Hale, is committed to building lifelong personal relationships with clients. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Residents of certain states may discuss or transact securities business with the LPL Financial registered representative associated with this site.

Merrill Lynch Wealth Management, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution that offers comprehensive wealth planning services for individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide personalized financial strategies based on years of combined knowledge and expertise in wealth management. Beyond wealth planning advice, Merrill Lynch Wealth Management advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create customized financial strategies designed to meet their long-term objectives.

Mason Coor - State Farm Insurance Agent is a reputable insurance agency located at 3602 Slide Road in Lubbock, Texas. With over 5 years of experience in the insurance industry, Mason Coor is dedicated to providing personalized service to the community he knows so well. Specializing in auto, home, life, and business insurance, Mason takes the time to understand each customer's unique needs and budget to create tailored insurance plans. Alongside highly experienced team member Tonya Gould, who has 35 years of experience in the industry, Mason Coor State Farm office aims to help customers manage risks, recover from the unexpected, and achieve their dreams. With a commitment to exceptional customer service and a focus on building lasting relationships, Mason Coor and his team are here to provide reliable insurance guidance and support. Contact them today to protect what matters most to you!

April's Dynamic Connections is a premier hair care and health institution located at 19020 County Road 2340 in Lubbock, Texas. With a focus on providing top-quality services, our experienced staff is dedicated to helping you achieve your desired look and feel your best. Whether you're in need of a haircut, color treatment, or health consultation, April's Dynamic Connections is your go-to destination for all things beauty and wellness. Visit us today and experience the transformative power of our dynamic connections.

Sanford & Tatum, An Alera Group Company, located at 5241 98th Street in Lubbock, Texas, is a unique health and insurance agency that operates as an independent, privately-held agency. They are known for defying the status quo in the risk management industry by working closely with their clients to earn trust and protect their interests. With a focus on building relationships and creating personalized risk management solutions, Sanford & Tatum has become one of the premier independent insurance agencies in Texas. Their team of experts crafts comprehensive risk management plans tailored to each client's specific needs and goals, continually adjusting as businesses grow and change. By placing, brokering, and administering coverage with a focus on managing options and controlling costs, Sanford & Tatum ensures that clients get exactly what they need. With expertise spanning multiple industries, they negotiate in the best interests of their clients.

Windmark Insurance Agency Inc is a crop insurance agency based in Lubbock, Texas. Our team is dedicated to providing stable and comprehensive insurance plans to serve as the foundation of your farm's business model. With years of experience and top-notch service, we are here to offer the right solutions to meet the unique needs of your agribusiness. From Yield Protection to Crop Hail, we offer a wide range of crop insurance services to ensure your farm is protected. Our risk management solutions cover all commodities on your farm, and we offer private insurance coverage that can be purchased at any time. Our services are available in all states for nurseries that meet certain criteria, providing crucial insurance protection for losses of forage. Our clients appreciate our expertise in navigating policy decisions from Washington and providing data-driven options tailored to their operations. With Windmark as your service provider, you can expect quick turnaround on policies and seamless crop insurance processing, giving you more time to focus on your farm's success. Connect with us today to get the coverage you need and a real relationship you can count on.

Danny Leake - State Farm Insurance Agent is a trusted insurance agency located at 3913 114th Street, Lubbock, Texas, United States. Conveniently situated near the Walmart Super Center at 114th and Quaker Ave, our office is easily accessible from all neighborhoods in Lubbock. As a seasoned State Farm agent, I bring decades of experience and dedication to serving the community. With a background in insurance and a Life Underwriter Training Council Fellow credential, you can rely on me for all your insurance needs. In addition to providing exceptional insurance services, I am deeply involved in various community organizations and activities. From supporting local universities like Texas Tech and Lubbock Christian University to volunteering with the Lions Club International and the Lubbock Boys & Girls Club, I am committed to making a positive impact in the lives of others. My team and I strive to help our customers manage the risks of everyday life, recover from the unexpected, and achieve their dreams.

Merrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.

Bank of America Private Client Advisor Sean Low is located at 303 West Wall Street in Midland, Texas, United States. Sean Low is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, specializing in working with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions to address their financial priorities. With over 20 years of experience in investment management, lending, private equity, and investment banking, Sean and his team focus on implementing cohesive strategies to leverage the offerings at the Private Bank. Sean holds a B.S. in finance from Lubbock Christian University and an M.B.A. from Texas Tech University, and also holds the Chartered Financial Analyst® designation. He is actively involved in various organizations and serves on multiple boards in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, and creating strategies tailored to meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. They provide disciplined financial strategies and innovative solutions to help clients navigate the complexities of the financial landscape. Please note that the Bank of America Private Bank website may redirect you to FINRA'S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Risa L Jones is a finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. Risa Jones focuses on managing your wealth by creating personalized strategies tailored to your financial goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Risa Jones can help you pursue your financial aspirations through personalized wealth management strategies. Risa Jones is dedicated to participating in the local community and volunteering with organizations. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. By understanding your investment preferences through the Investment Personality Assessment, Risa Jones can customize a financial approach to help you achieve what matters most to you. The institution focuses on building a long-term relationship with clients, adapting their financial approach as life and goals change. With a commitment to understanding clients' priorities, Risa Jones works to design and implement a personalized plan to help manage investment risk and turn goals into reality. By staying informed about changes in your life and revisiting your financial approach, Risa Jones aims to help you achieve your financial goals. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Risa Jones is registered to do business in multiple states and holds certifications including CFP® and CRPC™. Investing involves risk, and clients are advised to consult legal and tax advisors before making any financial decisions. Merrill offers a range of brokerage, investment advisory, and other services to help clients achieve their financial goals.