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TOP 30 Personalized financial planning in Lubbock, TX
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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.
TruPurpose Advisors - Ameriprise Financial Services, LLC
TruPurpose Advisors - Ameriprise Financial Services, LLC, located at 3315 81st Street in Lubbock, Texas, is a finance institution that offers a range of services to help clients achieve their financial goals and protect their assets. Whether it's insurance solutions for health, life, disability, income, or long-term care, the advisors at Ameriprise Financial suggest personalized coverage levels to suit individual needs. With a focus on preparing for the unexpected, the institution provides consultations to discuss financial planning concepts and offer insights into the current market trends. Clients can expect personalized recommendations and strategies to help navigate the complexities of the financial world.
Edward Jones - Financial Advisor: Randall C Reeves, ChFC®|CLU®
Edward Jones - Financial Advisor: Randall C Reeves, ChFC®|CLU® is a reputable finance institution located at 7606 South University in Lubbock, Texas, United States. Specializing in financial planning and investment services, Randall C Reeves is a Certified Financial Planner and Chartered Life Underwriter who is dedicated to helping clients achieve their financial goals. With a personalized approach and a commitment to excellence, Edward Jones - Financial Advisor: Randall C Reeves, ChFC®|CLU® provides expert guidance and support to individuals and families looking to secure their financial future.
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.
Stephen Butts - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Butts, a Financial Advisor at Ameriprise Financial Services, LLC, is located at 3223 South Loop 289, Lubbock, Texas, United States. With a focus on individual goals and personal risk tolerance, Stephen provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings and progress reviews ensure that your financial strategy evolves with your life changes. Clients can access their investments and track their progress securely from any device. Schedule a complimentary initial consultation to learn more about how Stephen can help you achieve your financial goals. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for state registration information. Let Stephen Butts assist you in planning for a more confident financial future.
Jim Hollon - Financial Consultant, Ameriprise Financial Services, LLC
Jim Hollon - Financial Consultant at Ameriprise Financial Services, LLC, located at 3223 South Loop 289 in Lubbock, Texas, is dedicated to helping clients achieve their financial goals. With a focus on individualized planning, Jim provides investment recommendations tailored to each client's goals and risk tolerance. Regular meetings are held to track progress and adjust strategies as needed. Clients have access to their accounts and progress updates from any device, ensuring transparency and security. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts. While Ameriprise Financial cannot guarantee future results, Jim is committed to helping clients navigate the complexities of the financial market. With a strong emphasis on personalized service, Jim Hollon is registered to conduct securities business in select states and adheres to FINRA regulations.
Prospera Financial
Prospera Financial is a leading finance institution located at 3403 73rd Street in Lubbock, Texas, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for the future, or plan for retirement, Prospera Financial is here to help you navigate the complexities of the financial world. Trust us to be your partner in prosperity.
Becky Hudson Financial Services
Becky Hudson Financial Services is a reputable accounting and finance institution located at 3402 110th Street in Lubbock, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Their commitment to providing personalized and quality service sets them apart in the industry. Visit Becky Hudson Financial Services for all your accounting and finance needs.
DJRB & Co
DJRB & Co is a charming restaurant located at 7604 Milwaukee Avenue in Lubbock, Texas. Known for its delicious food and inviting atmosphere, this institution offers a wide range of delectable dishes to satisfy any palate. Whether you're craving a hearty meal or a light snack, DJRB & Co has something for everyone. With friendly staff and impeccable service, this restaurant is the perfect spot for a casual meal with friends or a special night out. Come visit DJRB & Co and experience a culinary journey like no other.
Bill Ashley - State Farm Insurance Agent
Bill 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.
Nichole Forman - State Farm Insurance Agent
Nichole 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.
Bustos Law Firm, P.C.
Bustos Law Firm, P.C. is a highly experienced civil firm located at 1001 Main Street in Lubbock, Texas. Specializing in federal trial and appellate work, the firm's team of skilled litigators represents clients in state and federal courts throughout Texas. With a focus on commercial, employment, and intellectual property litigation, as well as receiverships, the firm serves a diverse range of clients including financial institutions, agribusiness concerns, and healthcare industry clients. In addition to litigation, the firm also offers services in business setup, probate, estate planning, and immigration law. Lead attorney Fernando Bustos, who spent ten years at one of Lubbock's largest law firms, brings a wealth of experience to the firm. Known for providing high-level legal services with personal attention, the firm is AV rated by Martindale Hubbell for quality and ethics. Serving as local counsel in courts across West Texas, the firm also works with corporate general counsel to represent national and international businesses. With a focus on understanding each client's unique business needs and developing solid legal strategies, Bustos Law Firm, P.C. is dedicated to serving its clients' best interests.
Steve Sypert Insurance Agency
Steve Sypert Insurance Agency is a trusted health insurance agency located at 12402 Slide Road in Lubbock, Texas. With a commitment to providing personalized service and comprehensive coverage options, our agency helps individuals and families find the perfect insurance plans to meet their needs. Whether you are looking for health insurance for yourself or your business, our experienced agents are here to guide you through the process and ensure you have the coverage you need. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
Galbraith Group
The Galbraith Group is a reputable health and insurance agency located at 4411 98th Street in Lubbock, Texas, United States. With a focus on providing top-notch services to clients, the institution offers a wide range of health insurance options to meet individual and family needs. The experienced team at Galbraith Group is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage for their specific requirements. Whether you are looking for health insurance for yourself, your family, or your business, the Galbraith Group is committed to providing personalized solutions to ensure peace of mind and financial security.
Local Medicare Advisors
Local 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.
New York Life
New York Life, located at 6121 79th Street, Lubbock, Texas, is a leading insurance agency offering permanent policies with guaranteed death benefits and cash value growth, long-term coverage that can be customized to fit your needs and budget, and the ability to invest your policy's cash value in the market. They provide protection for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance to create an investment strategy for your future financial needs. With a diverse workforce, New York Life is committed to giving back to the community through charitable initiatives, financial support for bereavement, education, workplace, and local projects. They offer best-in-class products that adapt to your changing needs and have been recognized as an industry leader for over 175 years. Their agents provide tailored solutions for life insurance and other financial needs, with a focus on helping families protect their financial futures.
Farmers Insurance - Bryan Boyd
Farmers Insurance - Bryan Boyd is a local insurance agency located at 6905 82nd Street in Lubbock, Texas, United States. Bryan Boyd, the agent, is dedicated to helping customers identify the insurance coverage that best fits their needs. With a motto of "Great Coverage, Better service," Bryan strives to provide personalized and simple insurance solutions to make customers smarter about their coverage options. Born and raised in Sweetwater, TX, Bryan Boyd graduated from Texas Tech in 2013 and has been serving the insurance industry for years. He is committed to offering first-class service, policies with broad coverage, and great rates and discounts to his clients. Whether you need auto, home, life, renters, business, or recreational insurance, Bryan Boyd can help customize a plan to meet your specific needs and budget.
Globe Life Family Heritage Division: Mirabal Agencies
Globe Life Family Heritage Division: Mirabal Agencies is a reputable insurance agency located at 4712 67th Street in Lubbock, Texas, United States. Specializing in providing comprehensive insurance solutions for families, the agency offers a wide range of policies to protect and secure the financial future of its clients. With a team of experienced and dedicated professionals, Globe Life Family Heritage Division: Mirabal Agencies is committed to providing personalized service and tailored insurance plans to meet the unique needs of each individual and family. Contact them today to learn more about their insurance options and how they can help you safeguard your loved ones.
Shannon Beeles Insurance
Shannon Beeles Insurance, located at 4413 71st Street in Lubbock, Texas, is an insurance agency that offers a wide range of comprehensive insurance solutions. They specialize in providing health insurance plans for both individuals and groups, ensuring financial protection during unforeseen events. In addition to health insurance, they also offer dental and vision coverage to maintain optimal oral and visual health. Life insurance policies are available to provide financial protection for loved ones after the policyholder’s death, offering tax advantages and wealth accumulation opportunities for a secure future. Retirement planning services include options like annuities, which provide guaranteed income and peace of mind without market uncertainties.
Farmers Insurance - Jules Minne
Farmers Insurance - Jules Minne is an insurance agency located at 2022 82nd Street in Lubbock, Texas, United States. Since 2002, Jules Minne has been providing auto, home, life, business insurance, and more to the community. As a small business owner himself, Jules understands the importance of insurance in protecting both businesses and families. With a team dedicated to providing personalized advice and cost-efficient solutions, Farmers Insurance - Jules Minne is committed to ensuring that your family is protected. Whether you need comprehensive coverage, renters insurance, condo insurance, or financial planning, Jules and his team are here to help. Visit their office at 102nd Street and Frankford Avenue to meet the team and discuss your insurance needs. Contact Jules Minne today for a quote and start securing your future.
Primerica
Primerica is a reputable insurance agency located at 3318 83rd Street in Lubbock, Texas, United States. With a focus on providing quality insurance products and financial services, Primerica is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, investment opportunities, or retirement planning, Primerica offers expert advice and personalized solutions to meet your needs. Visit us today to learn more about how Primerica can help you achieve your financial goals.
Galland Insurance Services
Galland Insurance Services is a reputable health insurance agency located at 2514 82nd Street in Lubbock, Texas. Our dedicated team of professionals is committed to providing personalized insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance and find the right plan for you. With years of experience and a strong reputation for excellent customer service, Galland Insurance Services is your trusted partner in securing your health and financial well-being. Contact us today to learn more about how we can help you protect what matters most.
Galatia Insurance Partners
Galatia Insurance Partners is a reputable health insurance agency located at 2315 50th Street in Lubbock, Texas, United States. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual health coverage or group insurance plans, we are here to help you navigate the complex world of insurance. With a commitment to exceptional customer service and a focus on building long-term relationships, Galatia Insurance Partners is your trusted partner in protecting your health and financial well-being.
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