TOP 10 Financial advisor services in Lubbock, TX
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Local Medicare Advisors
● ClosedLocal Medicare Advisors is a trusted health insurance agency located at 12215 Quaker Avenue in Lubbock, Texas. Our team of experienced advisors is dedicated to helping individuals navigate the complex world of Medicare to find the best coverage options for their needs. Whether you're new to Medicare or looking to make changes to your current plan, we are here to provide personalized guidance and support. Contact us today to schedule a consultation and take the first step towards securing your health and financial well-being.
inside Stephens Insurance Services, 12215 Quaker Ave, Lubbock, TX 79424, United States -
White Rhino Financial
● ClosedWhite Rhino Financial is a leading financial institution located in Lubbock, Texas. Our services include finance, insurance agency, and legal advice to help our clients make informed decisions about their financial future. With a team of experienced professionals, we provide personalized solutions to meet the unique needs of each individual or business. Visit us at 7021 Kewanee Avenue to learn more about how White Rhino Financial can help you achieve your financial goals.
7021 Kewanee Avenue suite 2-101, Lubbock, TX 79424, United States -
Billy Weikel: Primerica - Financial Services
● OpenBilly 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.
11006 Indiana Ave STE 200, Lubbock, TX 79423, United States -
PFG ADVISORS-LUBBOCK
● OpenPFG Advisors-Lubbock is a leading finance institution located at 8721 Milwaukee Avenue in Lubbock, Texas, United States. Our team of experienced advisors is dedicated to providing tailored financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you navigate the complexities of the financial world. Visit us today and let us help you secure your financial future.
8721 Milwaukee Ave, Lubbock, TX 79424, United States -
Red to Black Peer Financial Coaching
● OpenRed to Black Peer Financial Coaching is a financial institution located in Lubbock, Texas, United States. We offer personalized financial coaching services to help individuals manage their money more effectively and achieve their financial goals. Our team of trained peer coaches provides guidance on budgeting, saving, investing, and debt management. Whether you're a student looking to build your financial literacy or a working professional seeking to improve your financial situation, Red to Black Peer Financial Coaching is here to help you navigate the world of finance with confidence. Visit us today to start your journey towards financial success.
Texas Tech University, Drane Hall, room 215, Lubbock, TX 79409, United States -
Associated Business Services
● OpenAssociated Business Services is a reputable institution located at 1220 Broadway Street in Lubbock, Texas, United States. Specializing in accounting and finance, we are dedicated to helping our clients build confidence in their financial lives. We offer a range of services, including deposit and loan products, as well as investment options. As a trusted financial partner, we go above and beyond for our customers, providing personalized solutions to help make their money work harder for them. Our commitment to excellence has been recognized, as we were named "America's Best Regional Bank" by Newsweek.
1220 Broadway St # 907, Lubbock, TX 79401, United States -
Barklee Financial Group, LLC
● ClosedBarklee Financial Group, LLC is a leading accounting and finance institution located at 11903 Frankford Avenue in Lubbock, Texas, United States. Our team of experienced professionals provides a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. With a commitment to excellence and personalized service, Barklee Financial Group, LLC is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
11903 Frankford Ave Suite 200, Lubbock, TX 79424, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 2332 19th Street in Lubbock, Texas, offers a wide range of banking and financial services to individuals, businesses, and organizations. With a focus on customer satisfaction and financial stability, this institution provides convenient access to banking products such as checking and savings accounts, loans, mortgages, and investment services. The experienced staff at the Bank of America Financial Center are dedicated to helping clients achieve their financial goals and providing personalized solutions to meet their needs. Whether you are looking to manage your money, plan for the future, or grow your wealth, this institution is committed to delivering exceptional service and expertise in the world of finance.
2332 19th St, Lubbock, TX 79401, United States -
Caprock Financial Group
● ClosedCaprock Financial Group, located in Lubbock, Texas, is a finance institution dedicated to helping individuals, families, and businesses achieve their financial goals. Whether it's optimizing income, building assets, or planning for the future, Caprock Financial Group offers a comprehensive range of services to ensure financial security and growth. Led by lifelong community servant Dereck Blair, Caprock Financial Group specializes in income optimization, emergency fund building, revenue replacement, asset building, tax planning, legacy enhancement, legacy defense, and dynasty creation. With a focus on personalized financial planning, the institution strives to help clients protect and grow their wealth for generations to come.
6422 98th St #200, Lubbock, TX 79424, United States -
Amicus Financial Advisors, LLC
● ClosedAmicus Financial Advisors, LLC is a professional institution located at 7021 Kewanee Avenue in Lubbock, Texas, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing expert guidance and support to our clients. Whether you are seeking financial planning, tax assistance, or legal advice, Amicus Financial Advisors, LLC is committed to helping you achieve your goals and secure your financial future. Contact us today to learn more about how we can assist you with your financial needs.
7021 Kewanee Avenue Building 4, Lubbock, TX 79424, United States -
Castle Financial
● ClosedCastle Financial is a premier financial institution located at 6905 82nd Street in Lubbock, Texas. As a trusted name in the finance industry, Castle Financial offers a wide range of services to help individuals and businesses achieve their financial goals. From wealth management and investment planning to loans and mortgages, our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Castle Financial is the go-to destination for all your financial needs in Lubbock, Texas.
6905 82nd St Suite 100, Lubbock, TX 79424, United States -
RFS Financial Services
● ClosedRFS Financial Services is a trusted finance and insurance agency located at 6402 98th Street in Lubbock, Texas. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or other financial matters, our knowledgeable staff is here to help. Visit us today to learn more about how RFS Financial Services can help you secure your financial future.
6402 98th St #100, Lubbock, TX 79424, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a reputable finance institution located at 4401 82nd Street in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we strive to offer comprehensive financial solutions tailored to each individual's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
4401 82nd St, Lubbock, TX 79424, United States -
Luke Ford Financial- Financial Group of the Southwest
● ClosedLuke Ford Financial is a reputable financial group based in the Southwest region, specifically in Lubbock, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services and guidance to our clients. Whether you are looking for assistance with investments, retirement planning, or general financial advice, we are here to help. Visit us at our convenient location on Slide Road to learn more about how we can help you achieve your financial goals.
8008 Slide Rd Suite 1, Lubbock, TX 79424, United States -
Financial Group of the Southwest
● OpenFinancial Group of the Southwest is a leading finance institution located in Lubbock, Texas. We offer a wide range of financial services to individuals and businesses in the Southwest region. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' unique financial needs. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Visit us at 5111 80th Street to learn more about how Financial Group of the Southwest can help you achieve your financial goals.
5111 80th St, Lubbock, TX 79424, United States -
Nicholas Financial - Lubbock
● ClosedNicholas Financial in Lubbock is a reputable finance institution located at 13037 Quaker Avenue in Lubbock, Texas. Specializing in providing financial services to individuals and businesses, Nicholas Financial offers a range of financial solutions including loans, investment advice, and financial planning. With a team of experienced professionals, Nicholas Financial aims to help clients achieve their financial goals and secure their financial future. Visit Nicholas Financial in Lubbock for personalized and reliable financial services.
13037 Quaker Ave #300, Lubbock, TX 79423, United States -
Endure Advisors
● OpenEndure Advisors is a leading finance institution located at 5001 West Loop 289 Access Road in Lubbock, Texas, United States. Our team of expert advisors is dedicated to helping clients navigate the complexities of the financial world and achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Endure Advisors is here to provide personalized solutions tailored to your needs. With a commitment to excellence and a focus on long-term success, we are your trusted partner in financial planning.
5001 W Loop 289 Acc Rd, Lubbock, TX 79414, United States -
Cumbie Financial
● OpenCumbie Financial is a reputable finance institution located at 5703 114th Street in Lubbock, Texas, United States. We offer a wide range of financial services including investment management, retirement planning, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you manage and grow your wealth.
5703 114th St Ste 100, Lubbock, TX 79424, United States -
Winston Wealth Advisors
● ClosedWinston 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.
2520 81st St, Lubbock, TX 79423, United States -
Golden Circle Financial Group LLC
● ClosedGolden Circle Financial Group LLC is a leading finance institution located in Lubbock, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. With our convenient location on South Loop 289, we are easily accessible to residents in the Lubbock area. Trust Golden Circle Financial Group LLC to help you achieve your financial goals and secure a stable future.
3223 S Loop 289 # 310, Lubbock, TX 79423, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a renowned finance institution located at 2001 Broadway Street in Lubbock, Texas, United States. With a reputation for excellence in financial services, Raymond James offers a wide range of investment options and financial planning services to help clients achieve their financial goals. The experienced team of professionals at Raymond James is dedicated to providing personalized and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services is a trusted partner in helping you secure your financial future.
2001 Broadway St, Lubbock, TX 79401, United States -
Merrill Lynch Financial Advisor Larry C Bradley
● ClosedMerrill Lynch Financial Advisor Larry C Bradley, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a trusted institution offering personalized wealth management services. With over three decades of experience, Larry C. Bradley is a Senior Vice President and Wealth Management Advisor who can help clients pursue their financial objectives through personalized investment strategies. He is a qualified Portfolio Manager and holds the Certified Investment Management Analyst® designation. Larry Bradley is deeply involved in the Lubbock community and charitable organizations, reflecting Merrill Lynch's commitment to serving the communities it operates in. He believes in building long-lasting relationships with clients by understanding their goals, priorities, and life changes over time. By utilizing Merrill's innovative tools and resources, including the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Larry can tailor financial approaches to meet each client's unique needs.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Merrill Lynch Financial Advisor Eric Pittman
● ClosedMerrill Lynch Financial Advisor Eric Pittman, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a finance institution focused on providing personalized wealth management strategies. Eric, Vice President and Senior Financial Advisor, has been with Merrill Lynch Wealth Management since 2007 and holds professional designations such as Chartered Retirement Planning Counselor℠(CRPC®) and Chartered Retirement Plans Specialist℠(CRPS®). With a background in business practices and family wealth management, Eric specializes in personal and corporate retirement strategies, estate planning services, and insurance strategies. He is dedicated to building relationships with his clients and understanding their individual needs and goals. Through the Merrill Personal Wealth Analysis™, Eric helps clients create customized financial plans centered on their aspirations. By offering in-depth financial advice and exceptional service, Eric aims to help clients achieve their financial goals and provide peace of mind for the future. Additionally, Eric is actively involved in the Lubbock community, serving on the Board of Advisors for the University Medical Center Foundation and volunteering with organizations such as the American Cancer Society and Hope Lodge – Lubbock. With a focus on understanding clients' changing priorities and goals, Eric Pittman and his team at Merrill Lynch Wealth Management strive to provide comprehensive financial solutions tailored to each individual's needs.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States -
Tim Money Financial Services
● ClosedTim Money Financial Services is a finance institution located at 3131 Bell Street in Amarillo, Texas, serving West Texas with additional offices in Lubbock. As an independent agent, Tim Money offers personalized financial solutions for clients in various professions, specializing in age 55 and up. With over 25 years of experience, Tim is licensed in multiple states and provides expert advice on IRA, 401k rollovers, Roth IRAs, and retirement savings. Tim's goal is to empower clients with the latest techniques to eliminate market risk while maximizing growth opportunities. Schedule a complimentary second opinion visit today to secure your financial future with Tim Money Financial Services.
3131 Bell St #102, Amarillo, TX 79106, United States -
Edward Jones - Financial Advisor: James P Reynolds, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: James P Reynolds, CFP®|AAMS™ is a reputable financial institution located at 8201 Quaker Avenue in Lubbock, Texas, United States. Specializing in providing personalized financial planning and investment services, James P Reynolds, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families secure their financial future. Contact James P Reynolds today for professional financial advice tailored to your specific needs.
8201 Quaker Ave #150, Lubbock, TX 79424, United States -
Edward Jones - Financial Advisor: Ellis McCasland
● ClosedEdward Jones - Financial Advisor: Ellis McCasland is a reputable finance institution located at 5021 122nd Street in Lubbock, Texas, United States. As a trusted financial advisor, Ellis McCasland provides personalized investment and wealth management 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: Ellis McCasland is dedicated to providing expert financial guidance and support to individuals and families in the Lubbock area.
5021 122nd Street Ste 100, Lubbock, TX 79424, United States -
Edward Jones - Financial Advisor: Jim M Gabriel Jr, AAMS™
● ClosedEdward Jones - Financial Advisor: Jim M Gabriel Jr, AAMS™ is a trusted financial institution located at 5422 114th Street in Lubbock, Texas, United States. Specializing in providing personalized financial advice and services, Jim M Gabriel Jr, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on integrity, professionalism, and exceptional customer service, Edward Jones - Financial Advisor is committed to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Contact Jim M Gabriel Jr, AAMS™ today to start planning for a more secure financial future.
5422 114th St #100, Lubbock, TX 79424, United States -
Edward Jones - Financial Advisor: Westin W Tucker, CEPA®|AAMS™
● ClosedEdward Jones - Financial Advisor: Westin W Tucker, CEPA®|AAMS™ is a finance institution located at 6914 82nd Street, Lubbock, Texas, United States. As a certified financial advisor with designations such as CEPA® and AAMS™, Westin W Tucker offers expert financial planning and investment advice to clients. With a focus on personalized service and tailored solutions, clients can trust Edward Jones to help them achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Westin W Tucker and the team at Edward Jones are dedicated to providing top-notch financial guidance.
6914 82nd St Suite D, Lubbock, TX 79424, United States -
Edward Jones - Financial Advisor: Corey C Carter
● ClosedEdward Jones - Financial Advisor: Corey C Carter is a reputable financial institution located at 5424 19th Street in Lubbock, Texas, United States. As a dedicated finance professional, Corey C Carter offers 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: Corey C Carter is committed to providing expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Corey C Carter is here to help you make informed decisions and secure your financial future.
5424 19th St Suite 100, Lubbock, TX 79407, United States -
Edward Jones - Financial Advisor: Daniel C Castro
● ClosedEdward Jones - Financial Advisor: Daniel C Castro is a reputable finance institution located at 5206 82nd Street in Lubbock, Texas, United States. As a trusted financial advisor, Daniel C Castro offers 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: Daniel C Castro is dedicated to providing expert financial guidance and investment solutions tailored to each client's individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Daniel C Castro and his team are committed to helping you navigate the complexities of the financial world with confidence.
5206 82nd St #3, Lubbock, TX 79424, United States
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