Importance of financial advisors in Lubbock, Texas
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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 -
Merrill Lynch Financial Advisor Jeffrey Scott Nelson
● ClosedMerrill 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.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, 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 -
Bill Ashley - State Farm Insurance Agent
● ClosedBill Ashley - State Farm Insurance Agent is a trusted insurance agency located at 820 Austin Street in Levelland, Texas. With over 35 years of experience serving the community, we offer a range of insurance products including auto, homeowners, renters, business, and life insurance. Our dedicated team, with a combined 40 years of experience, is here to assist residents of Levelland, Lubbock, Sundown, Whiteface, Morton, Smyer, and surrounding areas. We understand the importance of finding the right balance when it comes to insurance coverage. Whether you need help with renters insurance, drunk driving prevention tips, or cigarette smoke removal solutions, we are here to support you every step of the way. Our mission is to help individuals navigate life's challenges, recover from the unexpected, and plan for the future.
820 Austin St, Levelland, TX 79336, United States -
Nichole Forman - State Farm Insurance Agent
● ClosedNichole Forman - State Farm Insurance Agent is a local insurance agency located at 1901 West Loop 289 Access Road in Lubbock, Texas. Our experienced team is dedicated to helping our customers find the right coverage to meet their family's needs. Whether you need help with auto, home, life, or business insurance, we are here to serve you. Spring is here, and we are ready to help you with a fresh start! As the flowers bloom and the grass turns green, it's the perfect time to review your insurance policies and make sure you are getting the best coverage at the best price. Give us a call or visit our office to speak with our office manager, Amanda, who is licensed in all lines and is our Commercial Business guru.
1901 W Loop 289 Acc Rd Ste 4A3, Lubbock, TX 79407, United States -
Bankers Life
● ClosedBankers 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.
3223 S Loop 289 Ste 260, Lubbock, TX 79423, United States -
Scott Powell - State Farm Insurance Agent
● ClosedScott Powell - State Farm Insurance Agent is located at 3410 98th Street in Lubbock, Texas, United States. With the new year upon us, it's time to review your financial goals and insurance needs. Our team is dedicated to helping the Lubbock community with auto, home, and life insurance. As a second generation State Farm Agent and proud supporter of local schools and organizations, we are committed to providing personalized service and guidance to our clients. Whether you need help understanding the risks of drunk driving, protecting your furry family members with pet insurance, or staying safe during DIY projects, we are here to assist you.
3410 98th St APT 3, Lubbock, TX 79423, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
2510 Marsha Sharp Fwy W, Lubbock, TX 79415, United States
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