Financial advisor in Lubbock, Texas
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Edward Jones - Financial Advisor: Valerie Hinojosa
Edward Jones - Financial Advisor: Valerie Hinojosa is a trusted finance institution located at 6102 Chicago Avenue in Lubbock, Texas, United States. With a focus on providing personalized financial services, Valerie Hinojosa and her team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing expert guidance and support every step of the way. Visit us today to learn more about our comprehensive financial planning services.
Edward Jones - Financial Advisor: Nathan K Davis
Edward Jones - Financial Advisor: Nathan K Davis is a trusted financial institution located at 12002 Trafalgar Avenue in Lubbock, Texas. As a dedicated finance advisor, Nathan K Davis provides personalized financial planning services to help clients achieve their goals and secure their financial future. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Nathan K Davis is the go-to destination for individuals seeking expert financial guidance in the Lubbock area.
Edward Jones - Financial Advisor: James E Shirey
Edward Jones - Financial Advisor: James E Shirey is a reputable financial institution located at 11911 Frankford Avenue in Lubbock, Texas. As a dedicated financial advisor, James E Shirey provides personalized investment and wealth management services to clients in the area. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones - Financial Advisor: James E Shirey is committed to providing expert advice and guidance in the ever-changing world of finance. Contact them today to start planning for a secure financial future.
Edward Jones - Financial Advisor: Grant C Gabriel
Edward Jones - Financial Advisor: Grant C Gabriel is a reputable financial institution located at 5422 114th Street in Lubbock, Texas, United States. As a trusted advisor, Grant C Gabriel provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Grant C Gabriel is committed to providing expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Grant C Gabriel and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Ches Phelps - Financial Advisor, Ameriprise Financial Services, LLC
Ches Phelps - Financial Advisor at Ameriprise Financial Services, LLC is located at 4411 98th Street in Lubbock, Texas, United States. Ches Phelps is a registered advisor who offers financial planning services to residents in certain states. The initial consultation provides an overview of financial planning concepts, but no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the website are bound by Ameriprise Financial Website Rules and Regulations. Referrals are appreciated and will be contacted soon. Privacy and security are top priorities at Ameriprise Financial Services, LLC.
Edward Jones - Financial Advisor: Joe Bass
Edward Jones - Financial Advisor: Joe Bass is a reputable financial institution located at 4930 South Loop 289 in Lubbock, Texas, United States. Specializing in finance, Joe Bass provides expert financial advice and services to help clients reach their financial goals. With a focus on personalized service and tailored financial solutions, clients can trust Joe Bass to provide sound advice and guidance for their financial needs. Whether it's retirement planning, investment strategies, or wealth management, Edward Jones - Financial Advisor: Joe Bass is dedicated to helping clients secure their financial future.
Edward Jones - Financial Advisor: Kathy Moeller, CRPC™
Edward Jones - Financial Advisor: Kathy Moeller, CRPC™ is a reputable financial institution located at 4903 82nd Street in Lubbock, Texas. As a Certified Retirement Planning Counselor (CRPC™), Kathy Moeller offers expert financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Kathy Moeller can provide personalized solutions tailored to your unique needs. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Kathy Moeller, CRPC™ is a trusted partner in helping individuals and families secure their financial future.
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.
Bank of America Private Client Advisor Sean Low
Bank of America Private Client Advisor Sean Low is located at 303 West Wall Street in Midland, Texas, United States. Sean Low is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, specializing in working with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions to address their financial priorities. With over 20 years of experience in investment management, lending, private equity, and investment banking, Sean and his team focus on implementing cohesive strategies to leverage the offerings at the Private Bank. Sean holds a B.S. in finance from Lubbock Christian University and an M.B.A. from Texas Tech University, and also holds the Chartered Financial Analyst® designation. He is actively involved in various organizations and serves on multiple boards in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, and creating strategies tailored to meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. They provide disciplined financial strategies and innovative solutions to help clients navigate the complexities of the financial landscape. Please note that the Bank of America Private Bank website may redirect you to FINRA'S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any 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.
Raymond James Financial Services
Raymond James Financial Services is a prominent finance institution located at 1001 Main Street in Lubbock, Texas, United States. Known for its comprehensive financial services and personalized investment solutions, Raymond James caters to a diverse clientele seeking expert advice and guidance for their financial goals. With a strong reputation for integrity and professionalism, the institution offers a wide range of services including wealth management, retirement planning, and investment advisory services. Whether you are a seasoned investor or just starting out, Raymond James Financial Services is committed to helping you achieve your financial aspirations.
Lincoln Financial Group
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.
Wells Fargo Advisors
Wells Fargo Advisors is a leading financial institution located at 1500 Broadway Street in Lubbock, Texas, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, they strive to help clients achieve their financial goals and secure their future. Visit Wells Fargo Advisors in Lubbock for personalized financial solutions tailored to your needs.
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.
Jason Seefeld - Financial Advisor, Ameriprise Financial Services, LLC
Jason Seefeld is a Financial Advisor at Ameriprise Financial Services, LLC located at 3315 81st Street in Lubbock, Texas, United States. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jason Seefeld is equipped to provide comprehensive financial planning services. Specializing in asset management, retirement planning, estate planning, and investment strategies, Jason Seefeld is dedicated to helping individuals achieve their financial goals. Additionally, with expertise in areas such as fixed-rate and variable annuities, senior financial issues, divorce financial analysis, and estate planning, Jason Seefeld offers a wide range of services to meet the diverse needs of clients. Whether you are planning for retirement, managing investments, or preparing for life changes, Jason Seefeld can provide personalized financial advice and guidance.
Lincoln Financial Advisors
Lincoln Financial Advisors is a reputable finance and insurance agency located at 3309 67th Street in Lubbock, Texas, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future through personalized financial planning and insurance solutions. With a focus on integrity and customer service, we strive to provide expert guidance and support to individuals and families looking to build wealth, protect assets, and plan for retirement. Contact us today to schedule a consultation and start planning for a brighter financial future with Lincoln Financial Advisors.
Edward Jones - Financial Advisor: Heath Brown
Edward Jones - Financial Advisor: Heath Brown is a reputable financial institution located at 3301 98th Street in Lubbock, Texas, United States. Specializing in providing personalized financial planning and investment services, Heath Brown and his team offer expert advice and guidance to help clients reach their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the support of Edward Jones - Financial Advisor: Heath Brown.
LPL Financial
LPL Financial is a leading finance institution located at 3223 South Loop 289 in Lubbock, Texas, United States. With a strong focus on providing personalized financial services, LPL Financial offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors are dedicated to providing expert guidance and support to clients, ensuring they make informed decisions about their finances. Whether you are planning for retirement, investing for the future, or managing your assets, LPL Financial is committed to helping you secure a prosperous financial future.
Edward Jones - Financial Advisor: Tommy Wood, AAMS™
Edward Jones - Financial Advisor: Tommy Wood, AAMS™ is a reputable financial institution located on 82nd Street in Lubbock, Texas, United States. As a trusted financial advisor, Tommy Wood, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tommy Wood, AAMS™ is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or seeking to grow your wealth, Tommy Wood and his team are committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.
Edward Jones - Financial Advisor: Chance M Rocha
Edward Jones - Financial Advisor: Chance M Rocha is a trusted financial institution located at 3301 66th Street in Lubbock, Texas. As a dedicated finance advisor, Chance M Rocha provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chance M Rocha is committed to providing expert guidance and support in all aspects of financial management. Contact them today to start planning for a secure financial future.
Allen Financial Agency Inc
Allen Financial Agency Inc is a reputable financial institution located at 11703 Indiana Avenue in Lubbock, Texas. With a commitment to providing top-notch financial services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, we are here to provide personalized and comprehensive financial guidance. Trust Allen Financial Agency Inc to help secure your financial future.
Merrill Lynch Financial Advisor Brandon R Hamilton
Merrill Lynch Financial Advisor Brandon R Hamilton is a finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. With a focus on managing your wealth, Brandon Hamilton offers personalized wealth management strategies tailored to your goals and priorities. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your aspirations and focused on achieving what you want is created. By participating in the communities they serve, Brandon Hamilton demonstrates a commitment to giving back and volunteering. The institution offers access to investment insights from Merrill and banking solutions from Bank of America to help address your financial needs. With a deep understanding of your financial situation and goals, Brandon Hamilton works to design and implement a personalized financial plan to help you pursue your objectives while managing investment risk. Regular check-ins and adjustments to your financial approach ensure that you stay on track to achieve what matters most to you. Get the latest investment insights, tips, and strategies to help you live your best financial life with Merrill Lynch Financial Advisor Brandon R Hamilton.
Merrill Lynch Financial Advisor Jeffrey Scott Nelson
Merrill Lynch Financial Advisor Jeffrey Scott Nelson is a trusted finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. Jeff Nelson, a native of West Texas with deep family ties to the South Plains, has over 12 years of industry experience in investment management. He is dedicated to building trusted client relationships, understanding their needs, and developing personalized solutions to help them reach their financial goals. Jeff is a devoted family man and actively involved in community events, serving various children's ministries and volunteering in youth sports teams. As a Merrill Lynch Wealth Management Advisor, Jeff focuses on personalized financial planning centered on your goals and priorities, helping you navigate the financial landscape and achieve what's most important to you. With access to the global resources of Merrill and banking solutions from Bank of America, Jeff and his team are committed to helping you pursue your financial goals and stay on track, regardless of market fluctuations. Contact Merrill Lynch Financial Advisor Jeffrey Scott Nelson today to start your journey towards financial success.
Advanced Financial Strategies
Advanced Financial Strategies is a reputable finance institution located at 2321 50th Street in Lubbock, Texas, United States. With a team of experienced financial professionals, we provide a wide range of advanced financial services to help our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management strategies, we are dedicated to providing personalized solutions tailored to your individual needs. Trust Advanced Financial Strategies to guide you towards a secure financial future.
Raymond James Financial Services
Raymond James Financial Services is a finance institution located at 5219 City Bank Parkway 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 is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to providing personalized solutions tailored to your individual needs.
Merrill Lynch Financial Advisor Thomas Todd Thompson
Merrill Lynch Financial Advisor Thomas Todd Thompson is a finance institution located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Thomas Todd Thompson can help create a flexible strategy tailored to your unique needs, providing access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Thomas Todd Thompson is dedicated to helping you pursue your financial goals. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As a Merrill Lynch Wealth Management advisor, Thomas Todd Thompson prioritizes what matters most to you - family, goals, and priorities - even as they evolve over time. By engaging in meaningful conversations, Thomas Todd Thompson aims to understand your financial aspirations and provide guidance to help you make informed decisions. With access to the Investment Personality Assessment, Thomas Todd Thompson can tailor a financial approach to align with your investing preferences and goals. The institution's mission is to help you achieve your financial objectives by developing a personalized plan that takes into account your current financial standing and future aspirations. By staying connected and revisiting your financial strategy regularly, Thomas Todd Thompson aims to help you navigate life's changes and market fluctuations. Let's work together to build a financial approach that reflects your unique needs and priorities.
Mike Butts - Associate Financial Advisor, Ameriprise Financial Services, LLC
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.
Thelma Gaddis - Financial Consultant, Ameriprise Financial Services, LLC
Thelma Gaddis, a financial consultant at Ameriprise Financial Services, LLC in Lubbock, Texas, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial planning, Thelma offers expertise in areas such as retirement planning, investment management, and estate planning. At Ameriprise, each advisor has their own top areas of focus, allowing clients to find an advisor that aligns with their specific financial needs. Clients can review Thelma's background, credentials, and experience to ensure they are the right fit for 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 Shawn M Johnson
Merrill 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.
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