TOP 30 Financial advisor benefits in Lubbock, Texas

11 results found

Tim Money Financial Services is a finance institution located at 5717 66th Street in Lubbock, Texas. Serving West Texas with offices in Amarillo and Lubbock, Tim Money is an independent agent with over 25 years of experience in the industry. Specializing in assisting clients in comparison of numerous offers from multiple highly rated companies, Tim takes the time to understand your goals and explain the details of appropriate plans. Whether you are a banker, attorney, builder, rancher, farmer, engineer, physician, business owner, realtor, or any other professional, Tim Money can help you with solutions for IRA, 401k Rollover, Roth IRA, Retirement Savings, and more. With personalized retirement plans, time-proven indexing strategies, and opportunities for growth while protecting from loss in down markets, Tim Money can empower your portfolio with the latest techniques.

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.

Lincoln Financial Group is a renowned finance institution located in Lubbock, Texas, United States. With a strong presence in the financial industry, Lincoln Financial Group offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. Their experienced team of professionals is dedicated to providing expert advice and personalized solutions to their clients. Whether you are looking for retirement planning, investment management, insurance services, or wealth management, Lincoln Financial Group has the expertise to meet your needs. Trust Lincoln Financial Group to help you secure a stable financial future.

Mike Butts is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 3223 South Loop 289, Lubbock, Texas, United States. With a focus on understanding your financial goals and priorities, Mike offers personalized financial advice to help you prepare for the expected and unexpected events in life. Whether you are saving for college, planning for retirement, or making smart investments, Mike can help you feel more confident and in control of your financial future. Background and qualification information for Mike Butts is available on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency.

L Carthel Enterprise Inc. - Aflac Insurance Agent, located at 4409 71st Street in Lubbock, Texas, is a trusted insurance agency offering a wide range of policies to provide an extra layer of protection for life's unexpected events. Aflac pays cash for covered accidents, positive diagnoses, and serious health events, helping to alleviate financial burdens during difficult times. With Aflac, you can focus on getting better and worry less about your wallet. Our services include essential financial protection for your loved ones, assistance with deductibles and out-of-pocket expenses, dental coverage with no networks or deductibles, and eye care coverage for a variety of services. Aflac also offers cash benefits to help with expenses that major medical insurance may not cover.

Bankers Life, located at 3223 South Loop 289 in Lubbock, Texas, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs and flexible schedules can set you up for success. Join us at Bankers Life and achieve more in your career.

Farmers Insurance - Tommy Potts is a local insurance agency located at 13041 Quaker Avenue in Lubbock, Texas, United States. Their mission is to help you develop an insurance plan and ensure you fully understand it. They offer a variety of insurance products to protect you and your family, and strive to keep you informed about their offerings. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, or recreational insurance, they have you covered. They also offer financial services to help you build a solid financial plan for the future. Contact them for a personalized quote and to learn about their insurance discounts.

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.

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, 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.

West Texas Senior Resources is a trusted institution located in Lubbock, Texas, dedicated to providing top-notch accounting and financial services for seniors in the West Texas region. Our team of experienced professionals is committed to helping seniors manage their finances, plan for retirement, and navigate complex financial decisions with confidence and peace of mind. With a focus on personalized service and integrity, West Texas Senior Resources is here to support the financial well-being of our senior community. Visit us at 2909 111th Street to learn more about how we can assist you with your accounting and finance needs.