TOP 10 Finance planning in Lubbock, Texas
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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 -
Echols Van
● OpenEchols Van is a reputable finance institution located at 6010 82nd Street in Lubbock, Texas, United States. With a strong commitment to providing top-notch financial services, Echols Van is trusted by individuals and businesses alike for their expertise in investment strategies, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or assistance with estate planning, Echols Van is here to offer personalized solutions tailored to your specific needs. Visit Echols Van today and experience the difference their expertise can make in your financial journey.
6010 82nd St #100, 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 -
Edward Jones - Financial Advisor: Randall C Reeves, ChFC®|CLU®
● OpenEdward Jones - Financial Advisor: Randall C Reeves, ChFC®|CLU® is a reputable finance institution located at 7606 South University in Lubbock, Texas, United States. Specializing in financial planning and investment services, Randall C Reeves is a Certified Financial Planner and Chartered Life Underwriter who is dedicated to helping clients achieve their financial goals. With a personalized approach and a commitment to excellence, Edward Jones - Financial Advisor: Randall C Reeves, ChFC®|CLU® provides expert guidance and support to individuals and families looking to secure their financial future.
7606 South University G, 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 -
Greg Homesley, CPA, P.C., Inc.
● ClosedGreg Homesley, CPA, P.C., Inc. is a reputable accounting and finance institution located at 3223 South Loop 289 in Lubbock, Texas. With a team of skilled professionals led by Greg Homesley, a certified public accountant, this institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Greg Homesley, CPA, P.C., Inc. is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and customer satisfaction, this institution is a trusted partner for all your accounting and finance needs.
3223 S Loop 289, Lubbock, TX 79423, United States -
Prospera Financial
● OpenProspera Financial is a leading finance institution located at 3403 73rd 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 team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for the future, or plan for retirement, Prospera Financial is here to help you navigate the complexities of the financial world. Trust us to be your partner in prosperity.
3403 73rd St, Lubbock, TX 79423, United States -
Gashen Paul D
● OpenGashen 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.
3223 S Loop 289 # 315, Lubbock, TX 79423, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 5404 4th Street in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for assistance with your personal taxes or a business owner in need of financial guidance, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of the financial world with ease and confidence.
5404 4th St Ste H, Lubbock, TX 79416, United States -
H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 4221 34th Street in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today to see how we can help you achieve your financial goals.
4221 34th St, Lubbock, TX 79410, United States -
Assist Financial Services
● ClosedAssist Financial Services is a reputable accounting and finance institution located at 4418 74th Street in Lubbock, Texas, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses, including tax preparation, budgeting, financial planning, and investment management. Our goal is to assist our clients in achieving their financial goals and securing their financial future. Visit us today to learn more about how we can help you with your financial needs.
4418 74th St #52, Lubbock, TX 79424, United States -
Allen L Duane CPA
● ClosedAllen L Duane CPA is a reputable accounting and finance institution located at 4415 66th Street in Lubbock, Texas, United States. With years of experience and expertise in the field, they offer a wide range of professional services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or auditing, the team at Allen L Duane CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trustworthy, reliable, and knowledgeable, they are committed to helping you achieve your financial goals and success.
4415 66th St #107, Lubbock, TX 79414, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 5217 82nd Street in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of accounting support, H&R Block is dedicated to providing expert guidance and exceptional customer service. Visit their office in Lubbock today to learn more about how they can help you achieve your financial goals.
5217 82nd St Ste 212, Lubbock, TX 79424, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 7604 Milwaukee Avenue in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block specializes in providing tax preparation services, financial planning, and investment advice to individuals and businesses. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to learn more about our services and how we can assist you with your accounting and finance needs.
7604 Milwaukee Ave, Lubbock, TX 79424, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 4215 Texas 289 Loop in Lubbock, Texas, United States. Although our tax advance loans have ended for this year, our Tax Pros are still here to help you get your biggest refund. Our services are perfect for busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and are ready to assist Spanish-speaking clients. Located within Walmart, you can conveniently get your taxes done while you shop, with the guarantee of receiving your biggest refund.
4215 TX-289 Loop, Lubbock, TX 79423, United States -
QueenBBizzy LLC
● ClosedQueenBBizzy LLC is an accounting and finance institution located at 6308 Iola Avenue in Lubbock, Texas, United States. Our team of experts is dedicated to making your bookkeeping worry-free and efficient. With a focus on QuickBooks Online, we will streamline your books and provide quality training for your staff to ensure accuracy and understanding. We believe in supporting your business growth and making your dreams a reality. With over 10 years of experience in the industry, we are prepared to offer impartial advice, practical assistance, and guidance to help you make the most of every opportunity. Our goal is to empower your team and provide them with the tools they need to succeed.
6308 Iola Ave #14, Lubbock, TX 79424, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 2310 Lubbock Highway in Lamesa, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of finance and ensure your financial success. Visit us today to experience our top-notch services and personalized approach to accounting.
2310 Lubbock Hwy Ste 204, Lamesa, TX 79331, United States -
The South Plains Group - Morgan Stanley
● OpenThe South Plains Group - Morgan Stanley is a leading finance institution located at 4401 82nd Street in Lubbock, Texas. With a strong presence in the financial sector, they offer a wide range of services including wealth management, investment banking, and financial advisory. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments or plan for retirement, The South Plains Group - Morgan Stanley is committed to providing personalized solutions to meet your needs.
4401 82nd St, Lubbock, TX 79424, United States -
H&R Block
● ClosedH&R Block is a leading accounting and finance institution located at 2715 50th Street in Lubbock, Texas. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch service and expertise. Visit us today to see how we can help you achieve your financial goals.
2715 50th St, Lubbock, TX 79413, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1905 19th Street in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block provides expert guidance and assistance to help you navigate the complexities of the financial world. Trust H&R Block for all your accounting and finance needs in Lubbock, Texas.
1905 19th St, Lubbock, TX 79401, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1710 34th Street in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience top-notch accounting services in the heart of Lubbock.
1710 34th St, Lubbock, TX 79411, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 2240 19th Street in Lubbock, Texas, United States. With a reputation for providing expert tax preparation and financial services, H&R Block offers a wide range of solutions to help individuals and businesses manage their finances effectively. Whether you need assistance with tax filing, bookkeeping, or financial planning, the professionals at H&R Block are dedicated to providing top-notch service and support. Visit their location in Lubbock today to see how they can help you achieve your financial goals.
2240 19th St, Lubbock, TX 79401, United States -
Bennett Bennett & Trice, PLLC
● ClosedBennett Bennett & Trice, PLLC is a reputable accounting and finance institution located at 109 South 6th Street in Brownfield, Texas, United States. With a focus on delivering insightful answers and proactive solutions that provide real value, the firm offers assurance, tax, and consulting services to clients in Lubbock and surrounding communities. Unlike typical accounting firms, Bennett Bennett & Trice takes a calculated and conservative approach while also bringing a unique and refreshing perspective to their clients. Their team of professionals in Lubbock offers a broad perspective and personalized services to individuals and businesses in various industries.
109 S 6th St, Brownfield, TX 79316, United States -
Premier Tax Service
● OpenPremier Tax Service is a top-notch accounting and finance institution located at 4116 34th Street in Lubbock, Texas, United States. With a team of experienced professionals, we provide expert tax preparation, financial planning, and accounting services to individuals and businesses alike. Our commitment to excellence and personalized service sets us apart from the rest, making us the premier choice for all your financial needs. Visit us today and let us help you achieve your financial goals.
4116 34th St, Lubbock, TX 79410, United States -
Vinson Jeff CPA
● OpenVinson Jeff CPA is a reputable accounting and finance institution located at 6502 Slide Road in Lubbock, Texas, United States. With a team of experienced and knowledgeable Certified Public Accountants, we provide a wide range of financial services to individuals and businesses in the area. Our services include tax preparation, financial planning, bookkeeping, and more. Trust Vinson Jeff CPA to help you navigate the complexities of the financial world and achieve your financial goals.
6502 Slide Rd # 200, Lubbock, TX 79424, United States -
Bowers James C CPA
● OpenBowers James C CPA is a reputable accounting and finance institution located at 5235 79th Street in Lubbock, Texas, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Bowers James C CPA is dedicated to providing top-notch service and helping clients achieve their financial goals.
5235 79th St, Lubbock, TX 79424, United States -
mcrae stanley l
● OpenMcRae Stanley L is a reputable accounting and finance institution located at 5814 64th Street in Lubbock, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, McRae Stanley L is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy, reliable, and knowledgeable, McRae Stanley L is the go-to institution for all your accounting and finance needs in the Lubbock area.
5814 64th St, Lubbock, TX 79424, United States -
De Loach Tom
● OpenDe Loach Tom is a reputable accounting and finance institution located at 3823 84th Street in Lubbock, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, De Loach Tom is dedicated to providing personalized and reliable financial solutions to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
3823 84th St, Lubbock, TX 79423, United States -
Malone Bobby CPA
● OpenMalone Bobby CPA is a reputable accounting and finance institution located at 3602 Slide Road in Lubbock, Texas, United States. With a team of experienced Certified Public Accountants, Malone Bobby CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Malone Bobby CPA for professional and reliable financial solutions tailored to their specific needs.
3602 Slide Rd, Lubbock, TX 79414, United States
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