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TOP 30 Customized financial strategies in Lubbock, TX
27 results found
Search for local businesses, places and services near you
LBK Wealth Strategies
LBK Wealth Strategies is a premier financial institution located in Lubbock, Texas, United States. Our team of experienced professionals is dedicated to providing personalized wealth management and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Visit us at 5017 122nd Street to learn more about how LBK Wealth Strategies can help you secure your 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: 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: Joey Warren
Edward Jones - Financial Advisor: Joey Warren is a reputable finance institution located at 4612 71st Street in Lubbock, Texas, United States. With years of experience and expertise in the financial industry, Joey Warren provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Joey Warren is dedicated to helping you make informed decisions and secure your financial future. Contact Edward Jones - Financial Advisor: Joey Warren today to schedule a consultation and start building a solid financial plan.
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.
Green & Deckert LLC Personal Financial Planning
Green & Deckert LLC Personal Financial Planning is a reputable finance institution located at 601 Main Street in Lubbock, Texas, United States. Our team of experienced financial professionals is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment management. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, our experts are here to provide you with comprehensive financial guidance and support. Trust Green & Deckert LLC Personal Financial Planning to help you secure a stable and prosperous financial future.
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.
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 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.
New York Life
New York Life, located at 6121 79th Street, Lubbock, Texas, is a leading insurance agency offering permanent policies with guaranteed death benefits and cash value growth, long-term coverage that can be customized to fit your needs and budget, and the ability to invest your policy's cash value in the market. They provide protection for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance to create an investment strategy for your future financial needs. With a diverse workforce, New York Life is committed to giving back to the community through charitable initiatives, financial support for bereavement, education, workplace, and local projects. They offer best-in-class products that adapt to your changing needs and have been recognized as an industry leader for over 175 years. Their agents provide tailored solutions for life insurance and other financial needs, with a focus on helping families protect their financial futures.
Lobelia Minjarez, Bankers Life Agent
Lobelia Minjarez, Bankers Life Agent is a reputable insurance agency located at 3223 South Loop 289 in Lubbock, Texas. Specializing in providing personalized insurance solutions, Lobelia Minjarez offers a range of insurance products to meet the unique needs of individuals and families. With a commitment to exceptional customer service and expertise in the insurance industry, clients can trust Lobelia Minjarez to help them find the right insurance coverage to protect their assets and loved ones. Contact Lobelia Minjarez, Bankers Life Agent today to learn more about their insurance offerings and how they can help you secure your financial future.
Pheshay Cleveland, Bankers Life Agent
Pheshay Cleveland, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas. Our team of experienced agents is dedicated to helping individuals and families protect their financial future with a range of insurance products from Bankers Life. Whether you are looking for life insurance, retirement planning, long-term care coverage, or Medicare supplements, we are here to provide personalized guidance and support. Contact us today to schedule a consultation and learn more about how we can help you secure your financial well-being.
Saul Trevino - Mutual of Omaha
Saul Trevino - Mutual of Omaha is an insurance agency located at 7204 Joliet Avenue in Lubbock, Texas. As a licensed insurance agent with Mutual of Omaha Insurance Company, Saul Trevino is dedicated to providing clients with the guidance and consistent service needed to develop, implement, and maintain comprehensive business and individual strategies. With a focus on customer satisfaction and expertise in insurance products, Saul Trevino is committed to helping clients protect what matters most to them.
Emily Barrera, Bankers Life Agent
Emily Barrera, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. As a trusted Bankers Life Agent, Emily Barrera provides personalized insurance solutions to individuals and families in the Lubbock area. With a focus on customer service and expertise in insurance products, Emily Barrera is dedicated to helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Emily Barrera can help you find the right policy to meet your needs. Contact Emily Barrera, Bankers Life Agent today to schedule a consultation and start securing your financial well-being.
Anbar Martinez, Bankers Life Agent
Anbar Martinez, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas. As a trusted Bankers Life Agent, Anbar Martinez provides personalized insurance solutions to help individuals and families protect their financial future. With a commitment to excellent customer service and a wide range of insurance products, clients can feel confident knowing they have a dedicated agent on their side. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Anbar Martinez can help you find the right policy to meet your needs. Contact Anbar Martinez, Bankers Life Agent today to schedule a consultation and start securing your financial well-being.
Timothy Ramirez, Bankers Life Agent
Timothy Ramirez, Bankers Life Agent is a reputable insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. Specializing in providing personalized insurance solutions, Timothy Ramirez offers a range of products and services to meet the individual needs of each client. With a commitment to exceptional customer service and a dedication to helping clients protect their financial future, Timothy Ramirez, Bankers Life Agent is a trusted choice for insurance coverage in the Lubbock area.
World Finance
World Finance is a trusted financial institution located at 3106 50th Street in Lubbock, Texas, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need a personal loan, auto loan, or assistance with budgeting and financial planning, World Finance is here to help. Visit us today to learn more about how we can assist you with your financial needs.
LoneStar Wealth Management
LoneStar Wealth Management is a reputable finance and insurance agency located at 10210 Frankford Avenue in Lubbock, Texas. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. From retirement planning to insurance coverage, we offer a wide range of services to meet our clients' needs. Trust LoneStar Wealth Management to provide expert guidance and exceptional customer service to help secure your financial future.
Vision Wealth Advisors
Vision Wealth Advisors is a premier financial institution located at 11912 Slide Road in Lubbock, Texas. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our experts are here to provide personalized guidance and support. At Vision Wealth Advisors, we believe in a holistic approach to financial planning, taking into account your unique circumstances and goals to create a customized strategy that works for you. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Merrill Lynch Wealth Management
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.
Brad R. Smith, CPA PC
Brad R. Smith, CPA PC is a reputable accounting and finance institution located at 8008 Slide Road in Lubbock, Texas, United States. With a team of experienced professionals led by Brad R. Smith, a certified public accountant, the institution offers a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized attention and expert advice to help them navigate the complexities of financial management. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Brad R. Smith, CPA PC is dedicated to helping you achieve your financial goals.
Chau Tran, CPA, PLLC
Chau Tran, CPA, PLLC is a respected accounting and finance institution located at 7008 Salem Avenue in Lubbock, Texas, United States. Specializing in tax resolution, the firm helps individuals and businesses navigate through IRS tax problems with ease. The experienced tax professionals at Chau Tran, CPA, PLLC negotiate directly with the IRS to establish affordable payment plans and explore suitable tax relief programs for their clients. With a focus on customer service, the firm works diligently to reduce penalties, file back taxes, and provide practical tax relief solutions. Clients can trust Chau Tran, CPA, PLLC to handle IRS collection tactics such as liens, levies, and wage garnishment with integrity and expertise. Additionally, the institution offers a full range of accounting services and business consulting support to promote financial growth and success. Stay informed on the latest federal tax news and regulations with Chau Tran, CPA, PLLC. Trust the team at Chau Tran, CPA, PLLC to provide personalized attention and effective strategies for all your financial needs.
Discovery Healthcare Consulting Group
Discovery Healthcare Consulting Group is a premier healthcare consulting firm located at 2950 50th Street in Lubbock, Texas. Our team of experienced consultants specializes in providing innovative solutions and expert guidance to healthcare organizations looking to improve their operations and enhance patient care. From strategic planning to regulatory compliance, we offer a wide range of services tailored to meet the unique needs of each client. With a commitment to excellence and a focus on results, Discovery Healthcare Consulting Group is dedicated to helping healthcare providers thrive in an ever-changing industry.
TBS Retirement Planning
TBS Retirement Planning, located at 1600 Airport Freeway in Bedford, Texas, is a finance institution specializing in retirement and lifestyle planning. With a personal touch, the team at TBS is dedicated to helping clients at all stages of life create a holistic life plan to achieve their financial and life goals. Established in 1982 in Lubbock, TX, TBS has expanded its practice to include North Texas since 2010. At TBS Retirement Planning, the focus is on providing personalized attention to each client to ensure they receive the highest level of detail and care. The team offers a range of services to help clients make informed decisions about their financial future, including hosting webinars to keep the community informed during uncertain times.
Massengale Wealth Management
Massengale Wealth Management is a premier finance institution located in Lubbock, Texas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Visit us at 2526 82nd Street to learn more about how we can help you secure your financial future.
Elite Ag Management
Elite Ag Management is a leading financial institution located in Lubbock, Texas, United States. Specializing in agricultural finance, Elite Ag Management provides expert financial services to farmers and agribusinesses in the area. With a team of experienced professionals, Elite Ag Management offers personalized financial solutions to help clients achieve their goals and grow their businesses. Whether you are looking for loans, investment opportunities, or risk management strategies, Elite Ag Management is dedicated to helping you succeed in the competitive agricultural industry.
Gashen Paul D
Gashen Paul D is a reputable finance institution located at 3223 South Loop 289 in Lubbock, Texas, United States. With a strong track record of providing comprehensive financial services, Gashen Paul D is dedicated to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, their team of experts offers personalized solutions tailored to each client's unique needs. Trust Gashen Paul D for all your financial needs and experience top-notch service in the heart of Texas.
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