Client focused financial services in Lubbock, Texas
122 results found
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Edward Jones - Financial Advisor: Joe Bass
● OpenEdward Jones - Financial Advisor: Joe Bass is a reputable financial institution located at 4930 South Loop 289 in Lubbock, Texas, United States. Specializing in finance, Joe Bass provides expert financial advice and services to help clients reach their financial goals. With a focus on personalized service and tailored financial solutions, clients can trust Joe Bass to provide sound advice and guidance for their financial needs. Whether it's retirement planning, investment strategies, or wealth management, Edward Jones - Financial Advisor: Joe Bass is dedicated to helping clients secure their financial future.
4930 S Loop 289 STE 202, Lubbock, TX 79414, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 4010 82nd Street in Lubbock, Texas, United States. They offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Raymond James Financial Services can provide the expertise and guidance you need to make informed financial decisions.
4010 82nd St # 215, Lubbock, TX 79423, United States -
Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMatthew Carr is a Financial Advisor at Ameriprise Financial Services, LLC located at 3315 81st Street, Lubbock, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Matthew is committed to providing excellent financial planning services to his clients. With a focus on ethical practices and comprehensive knowledge in various financial areas, Matthew Carr is dedicated to helping individuals achieve their financial goals.
3315 81st St ste d, Lubbock, TX 79423, United States -
Lincoln Financial Advisors
● ClosedLincoln Financial Advisors is a reputable finance and insurance agency located at 3309 67th Street in Lubbock, Texas, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future through personalized financial planning and insurance solutions. With a focus on integrity and customer service, we strive to provide expert guidance and support to individuals and families looking to build wealth, protect assets, and plan for retirement. Contact us today to schedule a consultation and start planning for a brighter financial future with Lincoln Financial Advisors.
3309 67th St #8, Lubbock, TX 79413, United States -
Edward Jones - Financial Advisor: Heath Brown
● ClosedEdward Jones - Financial Advisor: Heath Brown is a reputable financial institution located at 3301 98th Street in Lubbock, Texas, United States. Specializing in providing personalized financial planning and investment services, Heath Brown and his team offer expert advice and guidance to help clients reach their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the support of Edward Jones - Financial Advisor: Heath Brown.
3301 98th St # 600, Lubbock, TX 79423, United States -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 3223 South Loop 289 in Lubbock, Texas, United States. With a strong focus on providing personalized financial services, LPL Financial offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors are dedicated to providing expert guidance and support to clients, ensuring they make informed decisions about their finances. Whether you are planning for retirement, investing for the future, or managing your assets, LPL Financial is committed to helping you secure a prosperous financial future.
3223 S Loop 289 #140b, Lubbock, TX 79423, United States -
Edward Jones - Financial Advisor: Tommy Wood, AAMS™
● ClosedEdward Jones - Financial Advisor: Tommy Wood, AAMS™ is a reputable financial institution located on 82nd Street in Lubbock, Texas, United States. As a trusted financial advisor, Tommy Wood, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tommy Wood, AAMS™ is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or seeking to grow your wealth, Tommy Wood and his team are committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.
2722 A, 82nd St, Lubbock, TX 79423, United States -
Edward Jones - Financial Advisor: Chance M Rocha
● ClosedEdward Jones - Financial Advisor: Chance M Rocha is a trusted financial institution located at 3301 66th Street in Lubbock, Texas. As a dedicated finance advisor, Chance M Rocha provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chance M Rocha is committed to providing expert guidance and support in all aspects of financial management. Contact them today to start planning for a secure financial future.
3301 66th St, Lubbock, TX 79413, United States -
Mike Butts - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMike Butts is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3223 South Loop 289, Lubbock, Texas, United States. With a focus on understanding your financial goals and priorities, Mike offers personalized financial advice to help you prepare for the expected and unexpected events in life. Whether you are saving for college, planning for retirement, or making smart investments, Mike can help you feel more confident and in control of your financial future. Background and qualification information for Mike Butts is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
Thelma Gaddis - Financial Consultant, Ameriprise Financial Services, LLC
● OpenThelma Gaddis, a financial consultant at Ameriprise Financial Services, LLC in Lubbock, Texas, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial planning, Thelma offers expertise in areas such as retirement planning, investment management, and estate planning. At Ameriprise, each advisor has their own top areas of focus, allowing clients to find an advisor that aligns with their specific financial needs. Clients can review Thelma's background, credentials, and experience to ensure they are the right fit for their financial goals.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
Dan Gregory, Founder/CEO - Gregory Financial & Associates, LLC
● OpenDan Gregory, Founder/CEO of Gregory Financial & Associates, LLC, located at 6121 79th Street in Lubbock, Texas, is dedicated to providing comprehensive financial guidance to professional advisors and clients. Specializing in finance and insurance services, the institution works with multigenerational business owners and families to design custom strategies that protect their assets, grow investments, and establish lasting legacies. With a focus on understanding each client's unique goals and values, Dan Gregory and his team offer personalized solutions to address financial needs and opportunities. By collaborating with a network of experts, they ensure that every aspect of a client's financial situation is considered and optimized for success. Whether clients are planning for retirement, succession in their business, or simply seeking to enhance their financial security, Gregory Financial & Associates is committed to providing ongoing support and guidance.
6121 79th St Ste A, Lubbock, TX 79424, United States -
Merrill Lynch Financial Advisor Shawn M Johnson
● ClosedMerrill Lynch Financial Advisor Shawn M Johnson is a finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. The institution focuses on managing your wealth by creating flexible strategies tailored to your financial goals and priorities. They provide access to investment insights from Merrill and banking solutions from Bank of America. The advisor, Shawn M Johnson, is dedicated to helping clients pursue their goals through personalized wealth management strategies. They believe in building strong relationships with clients by understanding their needs and priorities, and offering personalized financial approaches. The institution offers tools such as the Merrill Personal Wealth Analysis™ and Investment Personality Assessment to help clients achieve their financial goals. The advisor is registered in multiple states and holds certifications from the CFP Board and The College for Financial Planning Institutes Corp. They emphasize the importance of understanding the risks and potential losses involved in investing, and encourage clients to consult legal and tax advisors before making financial decisions. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Shawn M Johnson aims to help clients achieve their financial goals and navigate the complexities of the financial markets.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
TruPurpose Advisors - Ameriprise Financial Services, LLC
● OpenTruPurpose Advisors - Ameriprise Financial Services, LLC, located at 3315 81st Street in Lubbock, Texas, is a finance institution that offers a range of services to help clients achieve their financial goals and protect their assets. Whether it's insurance solutions for health, life, disability, income, or long-term care, the advisors at Ameriprise Financial suggest personalized coverage levels to suit individual needs. With a focus on preparing for the unexpected, the institution provides consultations to discuss financial planning concepts and offer insights into the current market trends. Clients can expect personalized recommendations and strategies to help navigate the complexities of the financial world.
3315 81st St ste d, Lubbock, TX 79423, United States -
Merrill Lynch Financial Advisor Risa L Jones
● ClosedMerrill 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.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Stephen Butts - Financial Advisor, Ameriprise Financial Services, LLC
● OpenStephen Butts, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 3223 South Loop 289, Lubbock, Texas, United States. With a focus on individual goals and personal risk tolerance, Stephen provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and progress reviews ensure that your financial strategy evolves with your life changes. Clients can access their investments and track their progress securely from any device. Schedule a complimentary initial consultation to learn more about how Stephen can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for state registration information. Let Stephen Butts assist you in planning for a more confident financial future.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
Jim Hollon - Financial Consultant, Ameriprise Financial Services, LLC
● OpenJim Hollon - Financial Consultant at Ameriprise Financial Services, LLC, located at 3223 South Loop 289 in Lubbock, Texas, is dedicated to helping clients achieve their financial goals. With a focus on individualized planning, Jim provides investment recommendations tailored to each client's goals and risk tolerance. Regular meetings are held to track progress and adjust strategies as needed. Clients have access to their accounts and progress updates from any device, ensuring transparency and security. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts. While Ameriprise Financial cannot guarantee future results, Jim is committed to helping clients navigate the complexities of the financial market. With a strong emphasis on personalized service, Jim Hollon is registered to conduct securities business in select states and adheres to FINRA regulations.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
Sue Johnson Business Services
● ClosedSue Johnson Business Services is a reputable accounting and finance institution located at 11506 University Avenue in Lubbock, Texas, United States. With a strong focus on providing top-notch financial services to businesses of all sizes, Sue Johnson Business Services offers expert advice and support in areas such as tax preparation, bookkeeping, financial planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world with ease. Whether you're a small business owner or a large corporation, Sue Johnson Business Services is committed to providing personalized and reliable financial solutions to meet your needs.
11506 University Ave, Lubbock, TX 79423, United States -
AMD Business & Tax Service
● ClosedAMD Business & Tax Service is a reputable institution located at 5007 Avenue U in Lubbock, Texas, United States. Specializing in accounting and finance services, our experienced team is dedicated to providing top-notch financial solutions for individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. With a focus on personalized service and attention to detail, AMD Business & Tax Service is your trusted partner in all things financial. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
5007 Avenue U, Lubbock, TX 79412, United States -
Bustos Law Firm, P.C.
● ClosedBustos Law Firm, P.C. is a highly experienced civil firm located at 1001 Main Street in Lubbock, Texas. Specializing in federal trial and appellate work, the firm's team of skilled litigators represents clients in state and federal courts throughout Texas. With a focus on commercial, employment, and intellectual property litigation, as well as receiverships, the firm serves a diverse range of clients including financial institutions, agribusiness concerns, and healthcare industry clients. In addition to litigation, the firm also offers services in business setup, probate, estate planning, and immigration law. Lead attorney Fernando Bustos, who spent ten years at one of Lubbock's largest law firms, brings a wealth of experience to the firm. Known for providing high-level legal services with personal attention, the firm is AV rated by Martindale Hubbell for quality and ethics. Serving as local counsel in courts across West Texas, the firm also works with corporate general counsel to represent national and international businesses. With a focus on understanding each client's unique business needs and developing solid legal strategies, Bustos Law Firm, P.C. is dedicated to serving its clients' best interests.
1001 Main St #501, Lubbock, TX 79401, United States -
Galbraith Group
● ClosedThe Galbraith Group is a reputable health and insurance agency located at 4411 98th Street in Lubbock, Texas, United States. With a focus on providing top-notch services to clients, the institution offers a wide range of health insurance options to meet individual and family needs. The experienced team at Galbraith Group is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage for their specific requirements. Whether you are looking for health insurance for yourself, your family, or your business, the Galbraith Group is committed to providing personalized solutions to ensure peace of mind and financial security.
4411 98th St #200, Lubbock, TX 79424, United States -
Shannon Beeles Insurance
● ClosedShannon Beeles Insurance, located at 4413 71st Street in Lubbock, Texas, is an insurance agency that offers a wide range of comprehensive insurance solutions. They specialize in providing health insurance plans for both individuals and groups, ensuring financial protection during unforeseen events. In addition to health insurance, they also offer dental and vision coverage to maintain optimal oral and visual health. Life insurance policies are available to provide financial protection for loved ones after the policyholder’s death, offering tax advantages and wealth accumulation opportunities for a secure future. Retirement planning services include options like annuities, which provide guaranteed income and peace of mind without market uncertainties.
4413 71st St G-102, Lubbock, TX 79424, United States -
Wise Choice Insurance Agency LLC
● ClosedWise Choice Insurance Agency LLC is a trusted health insurance agency located at 2702 82nd Street in Lubbock, Texas. Our dedicated team is committed to helping individuals and families make wise choices when it comes to their health insurance needs. With a focus on personalized service and tailored solutions, we strive to provide our clients with the coverage they need at a price they can afford. Contact us today to learn more about how we can help protect your health and financial well-being.
2702 82nd St, Lubbock, TX 79423, United States -
Galatia Insurance Partners
● ClosedGalatia Insurance Partners is a reputable health insurance agency located at 2315 50th Street in Lubbock, Texas, United States. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual health coverage or group insurance plans, we are here to help you navigate the complex world of insurance. With a commitment to exceptional customer service and a focus on building long-term relationships, Galatia Insurance Partners is your trusted partner in protecting your health and financial well-being.
2315 50th St suite i, Lubbock, TX 79412, United States -
Shautiqua Mitchell, Bankers Life Agent
● OpenShautiqua Mitchell, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. Specializing in providing insurance products and services from Bankers Life, Shautiqua Mitchell is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and expert advice, clients can trust in the professionalism and expertise of Shautiqua Mitchell to find the right insurance solutions to meet their needs. Whether it's life insurance, retirement planning, or long-term care coverage, Shautiqua Mitchell, Bankers Life Agent is committed to helping clients secure their financial well-being.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States -
Texas Farm Bureau Insurance - Kerry Hall
● OpenTexas Farm Bureau Insurance - Kerry Hall is a reputable health insurance agency located in Lubbock, Texas, United States. With a focus on providing quality insurance solutions to individuals and families, Kerry Hall and their team are dedicated to helping clients find the best coverage options for their healthcare needs. Whether you are looking for health insurance for yourself, your family, or your business, Texas Farm Bureau Insurance - Kerry Hall is committed to providing personalized service and expert guidance to ensure you have the coverage you need. Contact them today to learn more about their insurance offerings and how they can help protect your health and financial well-being.
5605 Avenue Q South Drive, Lubbock, TX 79423, United States -
Naci Quincy, Bankers Life Agent
● ClosedNaci Quincy, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. Our team of dedicated professionals is committed to helping clients protect their financial future through a range of insurance products and services. With a focus on personalized service and tailored solutions, we strive to provide peace of mind and security for individuals and families. Contact us today to learn more about how we can help you plan for the unexpected and secure your financial well-being.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States -
Kynzeigh Gonzales, Bankers Life Agent
● OpenKynzeigh Gonzales, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. As a trusted Bankers Life agent, Kynzeigh Gonzales provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in insurance products, Kynzeigh Gonzales is dedicated to helping clients find the right coverage for their needs. Contact us today to learn more about our services and how we can help you secure your financial well-being.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States -
Bryseida Moncada, Bankers Life Agent
● OpenBryseida Moncada, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. Specializing in life insurance and financial planning, our agency is dedicated to helping individuals and families protect their assets and plan for the future. With a focus on personalized service and tailored insurance solutions, Bryseida Moncada is committed to providing clients with peace of mind and security. Contact us today to learn more about our services and how we can help you achieve your insurance goals.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States -
Jaxson Lindell, Bankers Life Agent
● OpenJaxson Lindell, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. Specializing in providing comprehensive insurance solutions, Jaxson Lindell offers a range of products and services to help clients protect their financial future. With a focus on customer service and personalized care, Jaxson Lindell is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Contact Jaxson Lindell today to learn more about their offerings and how they can help you secure your financial well-being.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States -
Adilyn Love, Bankers Life Agent
● OpenAdilyn Love, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas. As a Bankers Life Agent, Adilyn Love provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in the insurance industry, Adilyn Love helps clients navigate their options and find the best policies to meet their needs. Whether you're looking for life insurance, health insurance, or retirement planning, Adilyn Love is dedicated to helping you find the right coverage for your unique situation. Visit us today to learn more about how we can help you secure your financial well-being.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States
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