The 30 Best Family wealth planning in Lubbock, Texas

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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.

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.

Winston Wealth Advisors, located at 2520 81st Street in Lubbock, Texas, is a finance institution that goes beyond simply managing money. Our dedicated team aims to assist clients in every aspect of their financial lives by creating personalized, long-term financial plans. By taking the time to understand your financial goals, we help you stay focused on achieving them through a steady and disciplined approach. With over 20 years of experience, we have been privileged to serve many clients and grow through referrals. Our commitment to protecting your data and privacy is paramount, and we adhere to the highest standards of professionalism. Securities and advisory services are offered through LPL Financial, a registered investment advisor. We invite residents of various states to discuss securities business with us, ensuring that your financial future is in capable hands.

West Texas Financial Planning is a reputable finance institution located at 611 University Avenue in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and expert advice. Whether you are saving for retirement, planning for your children's education, or looking to invest for the future, our team is here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Peacefield Wealth Solutions is a finance institution located at 1500 Broadway Street in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, managing investments, or seeking financial guidance, our experts are here to provide personalized solutions tailored to your unique needs. At Peacefield Wealth Solutions, we prioritize peace of mind and financial security for all of our clients.

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.

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.

Family Dynasty Advisors is a finance institution located at 4601 Texas 289 Loop Frontage Road in Lubbock, Texas, United States. We offer actively managed investments with a personal touch, focusing on maximizing profit potential while minimizing the negative impact of market declines on our clients' portfolios. Our proprietary tactical strategy allows us to be flexible and move to cash to lock in profits during unfavorable market conditions. We believe in setting a new standard in client communication, actively involving our clients in the progression of their financial plan.

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.

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.

Martinez Law Office is a reputable legal institution located at 1802 Avenue Q in Lubbock, Texas, United States. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing personalized and effective legal solutions to our clients. Whether you are facing a criminal charge, need assistance with a family law matter, or require guidance on estate planning, Martinez Law Office is here to help. With a commitment to excellence and a track record of success, you can trust us to represent your best interests and achieve the best possible outcome for your case. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Bustos 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.

Esther Schwartz, PHD is a renowned doctor specializing in health located at 1003 Flint Avenue in Lubbock, Texas, United States. With a wealth of knowledge and expertise, Dr. Schwartz offers top-notch medical care and personalized treatment plans to her patients. Her dedication to improving health and well-being makes her a trusted and respected healthcare provider in the community. Whether you are in need of routine check-ups, specialized treatments, or expert medical advice, Dr. Schwartz is committed to helping you achieve optimal health outcomes. Visit Esther Schwartz, PHD today and experience the highest standard of medical care.

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.

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.

Primerica is a reputable insurance agency located at 3318 83rd Street in Lubbock, Texas, United States. With a focus on providing quality insurance products and financial services, Primerica is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, investment opportunities, or retirement planning, Primerica offers expert advice and personalized solutions to meet your needs. Visit us today to learn more about how Primerica can help you achieve your financial goals.

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.

Ashley Sellers, Bankers Life Agent is a reputable insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. Specializing in a range of insurance products, Ashley Sellers provides personalized service and expertise to help clients secure their financial future. With a commitment to integrity and customer satisfaction, this agency is dedicated to helping individuals and families find the right insurance coverage to meet their needs. Contact Ashley Sellers, Bankers Life Agent today to learn more about their services and how they can assist you with your insurance needs.

Bryseida 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.

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.

Northwestern Mutual Financial, located at 4716 4th Street in Lubbock, Texas, is a finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current and future priorities, providing a range of options including investments and insurance tailored to individual goals. With top ratings for financial strength and customer experience, Northwestern Mutual is committed to helping clients navigate life events and reach their financial aspirations. Through a focus on diversity and inclusion, they strive to create a culture of respect and recognition for employees, advisors, clients, and communities. Connect with Northwestern Mutual today to start planning for a secure and prosperous future.

Danielle Espinosa, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas. As a trusted representative of Bankers Life, Danielle Espinosa provides a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored solutions, clients can rely on Danielle Espinosa to provide expert guidance and support in navigating the complexities of insurance coverage. Whether it's life insurance, long-term care insurance, or retirement planning, clients can expect professional and dedicated assistance from Danielle Espinosa, Bankers Life Agent.

Anthony Fernandez, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. Specializing in providing insurance solutions to individuals and families, Anthony Fernandez is dedicated to helping clients protect their financial future. With a focus on offering personalized service and tailored insurance plans, clients can trust in the expertise and professionalism of this reputable agent. Whether you are looking for life insurance, health insurance, or retirement planning, Anthony Fernandez, Bankers Life Agent is committed to finding the right coverage for your needs. Contact them today to learn more about their services and how they can help you secure your financial well-being.

Ray Arismendez, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. As a dedicated Bankers Life Agent, Ray Arismendez offers personalized insurance solutions to help individuals and families protect their financial future. With a focus on providing excellent customer service and tailored insurance plans, Ray Arismendez is committed to helping clients find the coverage they need to secure their peace of mind. Whether you are looking for life insurance, retirement planning, long-term care insurance, or other financial products, Ray Arismendez is here to help guide you through the insurance process and ensure you have the protection you need. Visit us today to learn more about our insurance options and how we can help you plan for a secure future.

Eric Dixon, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. As a representative of Bankers Life, Eric Dixon provides a wide range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized attention and expert advice, Eric Dixon is dedicated to helping clients find the right insurance solutions to meet their specific needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Eric Dixon, Bankers Life Agent is committed to providing exceptional customer service and support. Contact them today to learn more about how they can help you secure your financial well-being.

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.

Madison Webb, Bankers Life Agent is an insurance agency located at 3223 South Loop 289 in Lubbock, Texas, United States. As a representative of Bankers Life, Madison Webb offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert guidance, Madison Webb strives to help clients make informed decisions about their insurance needs. Whether you are looking for life insurance, health insurance, or retirement planning solutions, Madison Webb, Bankers Life Agent is here to assist you every step of the way. Contact us today to learn more about how we can help you secure your financial well-being.

Elida Perez, Bankers Life Agent is a reputable insurance agency located at 3223 South Loop 289 in Lubbock, Texas. Specializing in providing comprehensive insurance solutions, Elida Perez is dedicated to helping individuals and families protect their financial future. With a commitment to personalized service and a wealth of knowledge in the insurance industry, clients can trust Elida Perez to provide expert guidance and tailored insurance plans to meet their specific needs. Whether it's life insurance, health insurance, or retirement planning, Elida Perez, Bankers Life Agent is a trusted partner in securing a secure and stable future.

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.

William Stewart: Primerica - Financial Services is a leading finance and insurance agency located at 11006 Indiana Avenue in Lubbock, Texas, United States. With a commitment to providing top-notch financial services to individuals and families, William Stewart and his team offer a wide range of solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica has the expertise and resources to guide you every step of the way. Visit us today to learn more about how we can help secure your financial future.