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TOP 30 Client focused financial solutions in Lubbock, TX
92 results found
Search for local businesses, places and services near you
Billy Weikel: Primerica - Financial Services
Billy Weikel: Primerica - Financial Services is a finance and insurance agency located at 11006 Indiana Avenue in Lubbock, Texas, United States. With a focus on providing comprehensive financial solutions to individuals and families, Billy Weikel and his team at Primerica are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, they are committed to providing personalized service and expert guidance. Contact Billy Weikel: Primerica - Financial Services today to take control of your financial future.
OneMain Financial
OneMain Financial is a reputable financial institution located at 6816 Slide Road in Lubbock, Texas. As a trusted provider of personal loans and financial solutions, OneMain Financial offers a wide range of services to help individuals achieve their financial goals. With a focus on customer satisfaction and personalized service, OneMain Financial is committed to helping clients navigate their financial needs with ease and confidence. Whether you need assistance with debt consolidation, home improvement loans, or unexpected expenses, OneMain Financial is dedicated to providing reliable and convenient financial solutions to residents in the Lubbock area.
HUB Funding Solutions
HUB Funding Solutions is a finance institution located in Lubbock, Texas, United States, at 5001 West Loop 289 Access Road. Our team of experts is dedicated to providing specialized training and top-notch information to help businesses secure the funding they need to thrive. Whether you have basic questions or complex compliance inquiries, we are here to assist you every step of the way. More than 80% of businesses finance their equipment through us to keep cash flowing in their operations. We offer equipment financing for both new and established businesses, allowing them to add new, used, or auctioned equipment to their fleet with low costs and quick turnaround times. This frees up capital for use in other areas of the business.
Bank of America Financial Center
The Bank of America Financial Center located at 2332 19th Street in Lubbock, Texas, offers a wide range of banking and financial services to individuals, businesses, and organizations. With a focus on customer satisfaction and financial stability, this institution provides convenient access to banking products such as checking and savings accounts, loans, mortgages, and investment services. The experienced staff at the Bank of America Financial Center are dedicated to helping clients achieve their financial goals and providing personalized solutions to meet their needs. Whether you are looking to manage your money, plan for the future, or grow your wealth, this institution is committed to delivering exceptional service and expertise in the world of finance.
Sam Law Financial
Sam Law Financial is a reputable finance institution located at 12219 Quaker Avenue in Lubbock, Texas, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, financial planning, or retirement strategies, Sam Law Financial is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a reputable finance institution located at 4401 82nd Street in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we strive to offer comprehensive financial solutions tailored to each individual's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
Merrill Lynch Financial Advisor Eric Pittman
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.
Edward Jones - Financial Advisor: Westin W Tucker, CEPA®|AAMS™
Edward Jones - Financial Advisor: Westin W Tucker, CEPA®|AAMS™ is a finance institution located at 6914 82nd Street, Lubbock, Texas, United States. As a certified financial advisor with designations such as CEPA® and AAMS™, Westin W Tucker offers expert financial planning and investment advice to clients. With a focus on personalized service and tailored solutions, clients can trust Edward Jones to help them achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Westin W Tucker and the team at Edward Jones are dedicated to providing top-notch financial guidance.
Edward Jones - Financial Advisor: Daniel C Castro
Edward Jones - Financial Advisor: Daniel C Castro is a reputable finance institution located at 5206 82nd Street in Lubbock, Texas, United States. As a trusted financial advisor, Daniel C Castro offers 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: Daniel C Castro is dedicated to providing expert financial guidance and investment solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Daniel C Castro and his team are committed to helping you navigate the complexities of the financial world with confidence.
Edward Jones - Financial Advisor: Byron Tyler, CEPA®|CRPC™
Edward Jones - Financial Advisor: Byron Tyler, CEPA®|CRPC™ is a reputable finance institution located at 10210 Frankford Avenue in Lubbock, Texas, United States. Specializing in financial planning and investment management, Byron Tyler is a Certified Exit Planning Advisor (CEPA) and Chartered Retirement Planning Counselor (CRPC) who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones - Financial Advisor: Byron Tyler, CEPA®|CRPC™ is committed to providing expert guidance and support to individuals and families looking to secure their financial future.
Edward Jones - Financial Advisor: Lenzie M Loudder
Edward Jones - Financial Advisor: Lenzie M Loudder is a reputable finance institution located at 10101 Slide Road in Lubbock, Texas, United States. With a focus on providing personalized financial planning services, Lenzie M Loudder and her team at Edward Jones strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Lenzie M Loudder can provide expert guidance and customized solutions to meet your needs. Trust in their expertise and dedication to help you make informed decisions and build a solid financial foundation.
Edward Jones - Financial Advisor: Kyle Motheral
Edward Jones - Financial Advisor: Kyle Motheral is a reputable financial institution located at 6102 Chicago Avenue in Lubbock, Texas, United States. As a trusted finance advisor, Kyle Motheral provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored investment solutions, Edward Jones - Financial Advisor: Kyle Motheral is dedicated to helping individuals and families secure their financial future. Contact Kyle Motheral today for expert financial guidance and support.
Edward Jones - Financial Advisor: Karl McDonald
Edward Jones - Financial Advisor: Karl McDonald is a reputable finance institution located at 5815 82nd Street in Lubbock, Texas, United States. As a trusted financial advisor, Karl McDonald provides personalized financial services to help clients reach their goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Karl McDonald is dedicated to providing expert guidance and tailored solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Karl McDonald is committed to helping clients achieve financial success.
Edward Jones - Financial Advisor: Grant C Gabriel
Edward Jones - Financial Advisor: Grant C Gabriel is a reputable financial institution located at 5422 114th Street in Lubbock, Texas, United States. As a trusted advisor, Grant C Gabriel provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Grant C Gabriel is committed to providing expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Grant C Gabriel and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Joe Bass
Edward 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.
Raymond James Financial Services
Raymond 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.
Bank of America Private Client Advisor Sean Low
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.
Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
Matthew 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.
Lincoln Financial Advisors
Lincoln 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.
LPL Financial
LPL 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.
Merrill Lynch Financial Advisor Jeffrey Scott Nelson
Merrill Lynch Financial Advisor Jeffrey Scott Nelson is a trusted finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. Jeff Nelson, a native of West Texas with deep family ties to the South Plains, has over 12 years of industry experience in investment management. He is dedicated to building trusted client relationships, understanding their needs, and developing personalized solutions to help them reach their financial goals. Jeff is a devoted family man and actively involved in community events, serving various children's ministries and volunteering in youth sports teams. As a Merrill Lynch Wealth Management Advisor, Jeff focuses on personalized financial planning centered on your goals and priorities, helping you navigate the financial landscape and achieve what's most important to you. With access to the global resources of Merrill and banking solutions from Bank of America, Jeff and his team are committed to helping you pursue your financial goals and stay on track, regardless of market fluctuations. Contact Merrill Lynch Financial Advisor Jeffrey Scott Nelson today to start your journey towards financial success.
Thelma Gaddis - Financial Consultant, Ameriprise Financial Services, LLC
Thelma 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.
Dan Gregory, Founder/CEO - Gregory Financial & Associates, LLC
Dan 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.
Merrill Lynch Financial Advisor Shawn M Johnson
Merrill 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.
TruPurpose Advisors - Ameriprise Financial Services, LLC
TruPurpose 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.
Merrill Lynch Financial Advisor Risa L Jones
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.
Galbraith Group
The 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.
Shannon Beeles Insurance
Shannon 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.
Wise Choice Insurance Agency LLC
Wise 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.
Galatia Insurance Partners
Galatia 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.
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