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TOP 30 Personalized investment plans in Lubbock, TX
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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.
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.
The Ashby Shankle Group - Morgan Stanley
The Ashby Shankle Group at Morgan Stanley is a leading financial institution located in Lubbock, Texas. With a prime location at 4401 82nd Street, this esteemed group offers a wide range of financial services to individuals, families, and businesses. Their team of experienced professionals is dedicated to providing personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Ashby Shankle Group at Morgan Stanley is committed to delivering exceptional service and expertise to help you navigate the complexities of the financial world.
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.
Gashen Paul D
Gashen Paul D is a reputable finance institution located at 3223 South Loop 289 in Lubbock, Texas, United States. With a strong track record of providing comprehensive financial services, Gashen Paul D is dedicated to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, their team of experts offers personalized solutions tailored to each client's unique needs. Trust Gashen Paul D for all your financial needs and experience top-notch service in the heart of Texas.
Edward Jones
Edward Jones is a reputable financial institution located at 8201 Quaker Avenue in Lubbock, Texas, United States. Specializing in personalized investment services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors, Edward Jones offers a wide range of investment options and financial planning services tailored to each client's unique needs. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Edward Jones is committed to providing expert guidance and support every step of the way. Visit their office in Lubbock today to learn more about how Edward Jones can help you secure your financial future.
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.
Randel Terry, CPA
Randel Terry, CPA is a reputable accounting and finance institution located at 5707 114th Street in Lubbock, Texas, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of certified professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with bookkeeping, auditing, or investment management, Randel Terry, CPA is committed to providing top-notch service and personalized solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.
Stone Co
Stone Co is a reputable accounting and finance institution located at 3307 82nd Street in Lubbock, Texas, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our commitment to excellence and personalized approach sets us apart from the competition. Whether you need assistance with tax preparation, financial planning, or investment management, Stone Co is here to help you achieve your financial goals. Visit us today and experience the difference our expertise can make in your financial success.
Uni Care
Uni Care is a reputable institution located at 2103 34th Street in Lubbock, Texas, United States. Specializing in accounting and finance, Uni Care is dedicated to providing top-notch financial services to individuals and businesses in the area. With a team of experienced professionals, Uni Care offers personalized solutions to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment management, Uni Care is here to provide expert guidance and support. Visit us today to see how we can help you take control of your finances and secure a brighter financial future.
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