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TOP 30 Investment advisory services in Lubbock, TX
16 results found
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Happy Investment Services, West Texas Wealth, a financial advisory practice of Ameriprise Financial Services, LLC
Happy Investment Services, West Texas Wealth is a financial advisory practice located at 4411 98th Street in Lubbock, Texas, United States. As a part of Ameriprise Financial Services, LLC, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase like a second home. Our team will document your goals, regularly review your progress, and adjust your approach as life changes. With secure access to your investments and accounts from any device, you can track your progress towards your financial goals easily. If you have questions or would like to schedule a complimentary initial consultation, please get in touch.
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.
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.
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.
JSW Advisory Group, LLC
JSW Advisory Group, LLC is a finance institution located at 3405 22nd Street in Lubbock, Texas, United States. Our team of experienced financial advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, JSW Advisory Group, LLC is dedicated to helping clients navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
Allied Gallery Austin
Allied Gallery Austin, located at 9850 West State Highway 29 in Liberty Hill, Texas, is a unique concept that combines a general contractor, home goods store, and store all in one. As part of the renowned Allied Stone brand, Allied Gallery offers luxury stone and cabinetry options for customers looking to upgrade their kitchen, bathroom, or special project. With showrooms in Austin, Dallas, Durant, and Lubbock, Allied Gallery provides a single place to shop for all your countertop and project design needs. With over 25 years of experience in importing, fabricating, and installing natural and engineered stone surfaces, Allied Gallery prides itself on providing only the highest quality materials and craftsmanship. Whether you're looking for granite countertops, porcelain vanities, or exotic stone slabs, Allied Gallery has a vast selection of hand-selected materials to choose from. Their team of expert designers and installers will guide you through the entire process, ensuring a seamless and stress-free experience.
LBK Wealth Strategies
LBK Wealth Strategies is a premier financial institution located in Lubbock, Texas, United States. Our team of experienced professionals is dedicated to providing personalized wealth management and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Visit us at 5017 122nd Street to learn more about how LBK Wealth Strategies can help you secure your financial future.
Antioch Wealth Management
Antioch Wealth Management, located at 4906 Lakeridge Drive in Lubbock, Texas, is a finance institution dedicated to guiding clients towards their financial goals. By listening to clients and providing careful planning, prudent investing, and meaningful support, Antioch Wealth Management focuses on family and goals-based decision-making. The institution helps clients navigate the challenges of career, family, and preparing for the future, as well as transitioning from working and saving to maximizing resources for impact. The team at Antioch Wealth Management, including Wealth Advisor Brock Barnes, Senior Wealth Advisor Byron Tapp, and Wealth Advisor Alexander Hale, is committed to building lifelong personal relationships with clients. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Residents of certain states may discuss or transact securities business with the LPL Financial registered representative associated with this site.
Winston Wealth Advisors
Winston 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.
Merrill Lynch Wealth Management
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.
TBS Retirement Planning
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.
Laurie Truelove - Thrivent
Laurie Truelove - Thrivent is a finance institution located at 1500 Broadway Street, Lubbock, Texas, United States. Licensed in multiple states including AR, NM, OK, OR, SC, and TX, Thrivent offers insurance products and investment advisory services through its financial professionals. Thrivent does not provide legal, accounting, or tax advice, but offers guidance through its Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit thrivent.com for more information on professional designations and services provided.
Massengale Wealth Management
Massengale Wealth Management is a premier finance institution located in Lubbock, Texas. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Visit us at 2526 82nd Street to learn more about how we can help you secure your financial future.
Elite Ag Management
Elite Ag Management is a leading financial institution located in Lubbock, Texas, United States. Specializing in agricultural finance, Elite Ag Management provides expert financial services to farmers and agribusinesses in the area. With a team of experienced professionals, Elite Ag Management offers personalized financial solutions to help clients achieve their goals and grow their businesses. Whether you are looking for loans, investment opportunities, or risk management strategies, Elite Ag Management is dedicated to helping you succeed in the competitive agricultural industry.
Merrill Lynch Financial Advisor Risa L Jones
Merrill 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.
The South Plains Group - Morgan Stanley
The 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.
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