Retirement goals assessment in Lubbock, Texas

Western Bank is a local institution located at 1617 Broadway Street in Lubbock, Texas, United States. We offer a range of services including ATM access, banking, and finance options. Our dedicated team is here to help you achieve your financial goals, whether you are a first-time homebuyer or a business owner looking for financing solutions. With a focus on personalized service, we strive to make the home loan process as smooth as possible, guiding you through each step towards homeownership. Our team can also assist with working capital needs, acquisitions, or succession planning, providing competitive rates and tailored solutions to meet your specific requirements.

Alpha Capital Strategies is a leading institution located at 6213 98th Street in Lubbock, Texas, United States. Specializing in finance, insurance, and legal services, our team of experts is dedicated to providing top-notch solutions to our clients. Whether you are looking for investment advice, insurance coverage, or legal representation, Alpha Capital Strategies is here to help. With a strong track record of success and a commitment to excellence, we strive to meet the unique needs of each individual or business that walks through our doors. Trust Alpha Capital Strategies to be your partner in achieving your financial and legal goals.

Merrill Lynch Financial Advisor Kyle Fulton is a finance institution located at 2510 Marsha Sharp Freeway West, Lubbock, Texas, United States. Kyle Fulton specializes in managing your wealth with a deep understanding of your financial picture. He can create a flexible strategy tailored to your goals, provide access to investment insights from Merrill, and offer banking solutions from Bank of America. Kyle believes in giving back to the community and volunteers with local organizations. At Merrill Lynch Wealth Management, Kyle focuses on what matters most to you - your family, goals, and priorities. He starts by having a conversation to understand your aspirations and help you prioritize your goals. By using tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Kyle can develop a personalized plan centered on your financial goals.

Edward Jones - Financial Advisor: Karl McDonald is a reputable finance institution located at 5815 82nd Street in Lubbock, Texas, United States. As a trusted financial advisor, Karl McDonald provides personalized financial services to help clients reach their goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Karl McDonald is dedicated to providing expert guidance and tailored solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Karl McDonald is committed to helping clients achieve financial success.

Matthew Carr is a Financial Advisor at Ameriprise Financial Services, LLC located at 3315 81st Street, Lubbock, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Certified Financial Planner™, Matthew is committed to providing excellent financial planning services to his clients. With a focus on ethical practices and comprehensive knowledge in various financial areas, Matthew Carr is dedicated to helping individuals achieve their financial goals.

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.

Marsh McLennan Agency, located at 4411 98th Street in Lubbock, Texas, is a leading insurance agency that provides business insurance, employee health & benefits, retirement, and private client insurance solutions to businesses and individuals. As part of the Marsh McLennan family of companies, MMA is dedicated to empowering companies to succeed by offering a wide range of resources and connecting clients with industry-specific experts who deliver customized solutions. In light of the evolving situation in Ukraine, Marsh has created a page with information, tools, and resources related to the Russia-Ukraine conflict. At MMA, we believe in building the confidence to thrive and strive to create a dynamic and supportive team environment for our colleagues to reach their fullest potential. With local specialists, global resources, and limitless possibilities, Marsh McLennan Agency is your partner for achieving your goals in life and business. Join us and discover how we can help you grow, succeed, and thrive in a future that is truly limitless.

Wells Fargo Advisors is a leading financial institution located at 1500 Broadway Street in Lubbock, Texas, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, they strive to help clients achieve their financial goals and secure their future. Visit Wells Fargo Advisors in Lubbock for personalized financial solutions tailored to your needs.

West Texas Financial Planning is a reputable finance institution located at 611 University Avenue in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and expert advice. Whether you are saving for retirement, planning for your children's education, or looking to invest for the future, our team is here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Merrill Lynch Financial Advisor Larry C Bradley, located at 2510 Marsha Sharp Freeway West in Lubbock, Texas, is a trusted institution offering personalized wealth management services. With over three decades of experience, Larry C. Bradley is a Senior Vice President and Wealth Management Advisor who can help clients pursue their financial objectives through personalized investment strategies. He is a qualified Portfolio Manager and holds the Certified Investment Management Analyst® designation. Larry Bradley is deeply involved in the Lubbock community and charitable organizations, reflecting Merrill Lynch's commitment to serving the communities it operates in. He believes in building long-lasting relationships with clients by understanding their goals, priorities, and life changes over time. By utilizing Merrill's innovative tools and resources, including the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Larry can tailor financial approaches to meet each client's unique needs.

Edward Jones - Financial Advisor: Todd Hill is a reputable financial institution located at 6400 Quaker Avenue in Lubbock, Texas, United States. As a trusted finance advisor, Todd Hill provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Todd Hill offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, save for the future, or protect your assets, Edward Jones - Financial Advisor: Todd Hill is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Joey Warren is a reputable finance institution located at 4612 71st Street in Lubbock, Texas, United States. With years of experience and expertise in the financial industry, Joey Warren provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Joey Warren is dedicated to helping you make informed decisions and secure your financial future. Contact Edward Jones - Financial Advisor: Joey Warren today to schedule a consultation and start building a solid financial plan.

Trice Newman is a financial advisor at Ameriprise Financial Services, LLC located at 4411 98th Street in Lubbock, Texas, United States. Trice Newman can only conduct securities business with residents of certain states where the advisor is properly registered. The initial consultation with Trice Newman provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results. Users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Trice Newman appreciates the opportunity to help friends or family members achieve their financial goals and will reach out to referrals soon. The institution emphasizes privacy and security through its Privacy and Security Center, Online Security Guarantee, and information about Email Fraud.

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.

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.

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.

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, 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.

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.

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.