TOP 30 Personalized financial planning services in Lubbock, Texas

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Olivas Farmers Insurance Agency, located at 6603 Utica Avenue in Lubbock, Texas, is your local Farmers® agent dedicated to helping customers identify the insurance coverage that best fits their needs. With over 80 years of experience, we offer personalized services to make sure you are well-informed about your insurance options, whether it's auto, home, renters, business insurance, and more. Our knowledgeable agents can help you understand comprehensive coverage, deductibles, and discounts to save you money. We provide a range of insurance products, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance for motorcycles, boats, ATVs, and more. Our goal is to protect your assets and provide financial support for your loved ones in times of need.

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.

LoneStar Wealth Management is a reputable finance and insurance agency located at 10210 Frankford Avenue in Lubbock, Texas. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. From retirement planning to insurance coverage, we offer a wide range of services to meet our clients' needs. Trust LoneStar Wealth Management to provide expert guidance and exceptional customer service to help secure your financial future.

Vision Wealth Advisors is a premier financial institution located at 11912 Slide Road in Lubbock, Texas. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our experts are here to provide personalized guidance and support. At Vision Wealth Advisors, we believe in a holistic approach to financial planning, taking into account your unique circumstances and goals to create a customized strategy that works for you. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

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.

Pennington Bass & Associates is a reputable finance institution located at 7818 Orlando Avenue in Lubbock, Texas, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or tax preparation, Pennington Bass & Associates is dedicated to providing personalized solutions to meet your financial goals. Trustworthy and reliable, they strive to help their clients achieve financial success and security.

Johnston Wealth Management is a reputable finance institution located at 12513 Quaker Avenue in Lubbock, Texas, United States. Our team of experienced financial professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. At Johnston Wealth Management, our priority is to provide expert guidance and support to help our clients secure their financial future.

Endure 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.

The Combest Grice Group at Morgan Stanley is a finance institution located at 4401 82nd Street in Lubbock, Texas. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. With a focus on integrity and client satisfaction, The Combest Grice Group at Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence.

W. Scott Garrison, CFP - Raymond James is a finance institution located at 4825 50th Street in Lubbock, Texas, United States. Specializing in financial planning and investment services, W. Scott Garrison, CFP offers personalized advice and strategies to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, this institution provides expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for college, or looking to grow your wealth, W. Scott Garrison, CFP - Raymond James is dedicated to helping you secure a prosperous financial future.

Zach Holtzman - Raymond James is a finance institution located at 4412 74th Street in Lubbock, Texas, United States. Our dedicated team of financial professionals provides personalized services and tailored investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of financial services including investment planning, retirement planning, and wealth management. Contact us today to schedule a consultation and start planning for your financial future.

Professional Tax Consultants is a finance institution located at 1613 West Loop 289 Access Road in Lubbock, Texas. With a team of expert tax consultants, we provide comprehensive tax services to individuals and businesses alike. Our goal is to help our clients navigate the complex world of taxes and maximize their financial success. Whether you need assistance with tax preparation, planning, or resolution, our team is dedicated to providing top-notch service and personalized solutions. Trust Professional Tax Consultants to handle all of your tax needs with professionalism and expertise.

Newberry Leonard Horton & Bairrington Certified Public Accountants is a professional accounting and finance institution located at 611 North 2nd Street in Lamesa, Texas, United States. Our team of experts provides insightful answers and proactive solutions that deliver real value to our clients. We are not your typical accounting firm - we offer a unique and refreshing approach to meet the needs of businesses in Lubbock and surrounding communities. At Newberry Leonard Horton & Bairrington Certified Public Accountants, we are dedicated to improving financial performance for every client. Our Lubbock-based professionals have a broad perspective and offer a wide range of services to individuals and businesses in various industries. Whether you need assurance, tax, or consulting services, we are here to provide professional, personalized guidance to help you achieve your financial goals.

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.

Evensky & Katz / Foldes Wealth Management is a leading financial institution located in Lubbock, Texas. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our team is here to help. With a focus on transparency, integrity, and personalized service, we strive to build long-term relationships with our clients based on trust and mutual success. Visit us at 3223 South Loop 289 to learn more about how we can help you secure your financial future.

BentOak Capital is a leading finance institution located at 611 University Avenue in Lubbock, Texas, United States. Specializing in investment management, financial planning, and wealth management services, BentOak Capital is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, BentOak Capital is a trusted partner for clients seeking expert financial guidance.

Peacefield Wealth Solutions is a finance institution located at 1500 Broadway Street in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, managing investments, or seeking financial guidance, our experts are here to provide personalized solutions tailored to your unique needs. At Peacefield Wealth Solutions, we prioritize peace of mind and financial security for all of our clients.

Raymond James is a reputable finance and insurance agency located at 1401 Avenue Q in Lubbock, Texas, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment planning, wealth management, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Raymond James is committed to providing top-notch financial services tailored to your individual needs.

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.

Riddle Capital Management is a leading finance institution located at 3304 64th Street in Lubbock, Texas, United States. With a team of experienced financial experts, we specialize in providing personalized investment strategies and wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, our dedicated team is here to guide you every step of the way. Trust Riddle Capital Management to help you secure your financial future.

Primerica Weikel Region is a financial institution located at 6831 82nd Street in Lubbock, Texas. As part of the larger Primerica organization, the Weikel Region offers a range of financial services and products to help individuals and families achieve their financial goals. Whether it's planning for retirement, investing for the future, or protecting loved ones with insurance, Primerica Weikel Region is dedicated to providing personalized solutions and expert guidance. With a commitment to financial education and empowerment, this institution strives to help clients build a secure financial future.

Blake Smith CPA Firm PLLC is a reputable accounting and finance institution located at 5805 64th Street in Lubbock, Texas, United States. Led by experienced Certified Public Accountant Blake Smith, the firm prides itself on providing precision in numbers and excellence in service. With a focus on personalized solutions for both businesses and individuals, Blake Smith CPA Firm PLLC has built a strong reputation as a trusted advisor in the fields of accounting and taxation. For more information or to schedule a consultation, you can contact Blake Smith directly at 806-778-7979.

Mason Warner & Company P.C. is a trusted accounting and finance institution located at 5202 Indiana Avenue in Lubbock, Texas, United States. At our firm, personalized service is our top priority. We pay close attention to detail and strive to meet the individual needs of each client to ensure complete satisfaction. We offer a full range of tax, accounting, and consulting services to clients in various industries including Agri-Business, Health Care, Manufacturing, Technology, and more. Our team at MWC works closely with clients to tailor our services to their specific needs, providing expert advice and guidance. We pride ourselves on our efficiency in tax compliance and effective planning to help clients save money. With a team approach and timely communication, we aim to add value as a trusted advisor to our clients' financial well-being.

Charles Perry, PC is a reputable accounting and finance institution located at 11003 Quaker Avenue in Lubbock, Texas, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Charles Perry, PC is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Bryan King CPA is a reputable accounting and finance institution located at 6603 Utica Avenue in Lubbock, Texas, United States. With years of experience in the industry, Bryan King CPA offers a wide range of professional services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Trust Bryan King CPA for all your accounting and finance needs.

Brad R. Smith, CPA PC is a reputable accounting and finance institution located at 8008 Slide Road in Lubbock, Texas, United States. With a team of experienced professionals led by Brad R. Smith, a certified public accountant, the institution offers a wide range of services including tax preparation, financial planning, and business consulting. Clients can expect personalized attention and expert advice to help them navigate the complexities of financial management. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Brad R. Smith, CPA PC is dedicated to helping you achieve your financial goals.

Howard, Cunningham, Houchin & Turner, L.L.P. is a reputable accounting and finance institution located at 7820 Orlando Avenue, Lubbock, Texas, United States. Our team of experts is dedicated to providing comprehensive financial services to help you manage your business effectively. From optimizing the use of QuickBooks® to handling complex payroll work, we are here to take the stress out of running your business. We specialize in providing strategic guidance to keep you financially healthy and fueling financial growth for our oil and gas industry clients. With our online apps and expert advice, you can focus on the wellness of your business, body, and mind. Let us help you manage your business debt effectively and navigate supply chain disruptions with confidence. Contact us today to learn how the right technology and personalized strategies can make a big impact on your small business.

Chau Tran, CPA, PLLC is a respected accounting and finance institution located at 7008 Salem Avenue in Lubbock, Texas, United States. Specializing in tax resolution, the firm helps individuals and businesses navigate through IRS tax problems with ease. The experienced tax professionals at Chau Tran, CPA, PLLC negotiate directly with the IRS to establish affordable payment plans and explore suitable tax relief programs for their clients. With a focus on customer service, the firm works diligently to reduce penalties, file back taxes, and provide practical tax relief solutions. Clients can trust Chau Tran, CPA, PLLC to handle IRS collection tactics such as liens, levies, and wage garnishment with integrity and expertise. Additionally, the institution offers a full range of accounting services and business consulting support to promote financial growth and success. Stay informed on the latest federal tax news and regulations with Chau Tran, CPA, PLLC. Trust the team at Chau Tran, CPA, PLLC to provide personalized attention and effective strategies for all your financial needs.

Frankhouser Barbara A CPA is a reputable accounting and finance institution located at 4417 71st Street in Lubbock, Texas. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation and planning to financial consulting and bookkeeping, their team of certified public accountants is dedicated to providing top-notch services tailored to meet the unique needs of their clients. Trust Frankhouser Barbara A CPA for all your accounting and finance needs in Lubbock and beyond.

Family Dynasty Advisors is a finance institution located at 4601 Texas 289 Loop Frontage Road in Lubbock, Texas, United States. We offer actively managed investments with a personal touch, focusing on maximizing profit potential while minimizing the negative impact of market declines on our clients' portfolios. Our proprietary tactical strategy allows us to be flexible and move to cash to lock in profits during unfavorable market conditions. We believe in setting a new standard in client communication, actively involving our clients in the progression of their financial plan.