TOP 10 Best Customized tax optimization in Lubbock, Texas

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.

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.

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.

Citywide Property Management is a reputable property management institution located at 6609 Xenia Avenue in Lubbock, Texas. We specialize in managing residential and commercial properties throughout the city, providing top-notch services to both property owners and tenants. With our experienced team and dedication to excellent customer service, we ensure that all properties under our management are well-maintained and taken care of. Whether you are a property owner looking for a reliable management company or a tenant in search of a quality rental, Citywide Property Management is here to meet your needs. Contact us today to learn more about our services and how we can assist you with your property management needs.

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.

Five Star Freight Forwarding is a renowned logistics company located at 10622 County Road 6950, Lubbock, Texas, United States. With a reputation for excellence in the industry, we specialize in providing top-notch freight forwarding services to our clients. Our dedicated team of professionals ensures that your cargo is handled with care and delivered safely and efficiently to its destination. Whether you need air, sea, or land transportation services, Five Star Freight Forwarding has got you covered. Trust us to take care of all your logistics needs with our five-star service.

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.

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.

Leinad Ltd is a reputable institution located at 4619 Kemper Street in Lubbock, Texas, United States. We offer a wide range of services and products to meet the needs of our customers. Our team of dedicated professionals is committed to providing high-quality solutions and excellent customer service. Whether you are looking for expert advice, innovative products, or reliable services, Leinad Ltd is here to help. Visit us today to experience the difference that our institution can make in your life.

Discovery Healthcare Consulting Group is a leading institution located at 1500 Broadway Street in Lubbock, Texas, United States. Our team of experienced healthcare consultants offers a wide range of services to assist healthcare organizations in improving their operations and achieving their goals. From strategic planning to process improvement, our experts work closely with clients to provide customized solutions that drive success. With a commitment to excellence and a focus on innovation, Discovery Healthcare Consulting Group is dedicated to helping healthcare organizations thrive in an ever-evolving industry.

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.

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.

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 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.