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TOP 30 Tax planning in Lubbock, TX
180 results found
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Family Dynasty Advisors
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.
Edward Jones - Financial Advisor: Janet Bates, AAMS™
Edward Jones - Financial Advisor: Janet Bates, AAMS™ is a leading finance institution located at 10507 Quaker Avenue in Lubbock, Texas, United States. Janet Bates, a certified Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Janet Bates is dedicated to helping individuals and families secure their financial futures. Contact Edward Jones - Financial Advisor: Janet Bates, AAMS™ today to schedule a consultation and start planning for a brighter financial future.
Edward Jones - Financial Advisor: Joey Warren
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.
Edward Jones - Financial Advisor: James E Shirey
Edward Jones - Financial Advisor: James E Shirey is a reputable financial institution located at 11911 Frankford Avenue in Lubbock, Texas. As a dedicated financial advisor, James E Shirey provides personalized investment and wealth management services to clients in the area. With a focus on building long-term relationships and helping individuals achieve their financial goals, Edward Jones - Financial Advisor: James E Shirey is committed to providing expert advice and guidance in the ever-changing world of finance. Contact them today to start planning for a secure financial future.
Rodney Fallin - Morgan Stanley
Rodney Fallin - Morgan Stanley is a leading finance institution located at 4401 82nd Street in Lubbock, Texas, United States. With a strong reputation for providing top-notch financial services, Rodney Fallin - Morgan Stanley offers a wide range of investment and wealth management solutions tailored to meet the individual needs of their clients. Their team of experienced professionals 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 protect your assets, Rodney Fallin - Morgan Stanley is committed to providing you with expert guidance and personalized service.
Edward Jones - Financial Advisor: Kathy Moeller, CRPC™
Edward Jones - Financial Advisor: Kathy Moeller, CRPC™ is a reputable financial institution located at 4903 82nd Street in Lubbock, Texas. As a Certified Retirement Planning Counselor (CRPC™), Kathy Moeller offers expert financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Kathy Moeller can provide personalized solutions tailored to your unique needs. With a commitment to excellence and a dedication to client satisfaction, Edward Jones - Financial Advisor: Kathy Moeller, CRPC™ is a trusted partner in helping individuals and families secure their financial future.
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.
Bank of America Private Client Advisor Sean Low
Bank of America Private Client Advisor Sean Low is located at 303 West Wall Street in Midland, Texas, United States. Sean Low is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, specializing in working with private business owners, entrepreneurs, executives, high-net-worth families, and philanthropic institutions to address their financial priorities. With over 20 years of experience in investment management, lending, private equity, and investment banking, Sean and his team focus on implementing cohesive strategies to leverage the offerings at the Private Bank. Sean holds a B.S. in finance from Lubbock Christian University and an M.B.A. from Texas Tech University, and also holds the Chartered Financial Analyst® designation. He is actively involved in various organizations and serves on multiple boards in the community. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, and creating strategies tailored to meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank is committed to helping clients achieve their financial objectives, whether it be preserving wealth, building philanthropic legacies, or planning for future growth. They provide disciplined financial strategies and innovative solutions to help clients navigate the complexities of the financial landscape. Please note that the Bank of America Private Bank website may redirect you to FINRA'S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any financial decisions.
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.
Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
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.
Edward Jones - Financial Advisor: Heath Brown
Edward Jones - Financial Advisor: Heath Brown is a reputable financial institution located at 3301 98th Street in Lubbock, Texas, United States. Specializing in providing personalized financial planning and investment services, Heath Brown and his team offer expert advice and guidance to help clients reach their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the support of Edward Jones - Financial Advisor: Heath Brown.
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.
Allen Financial Agency Inc
Allen Financial Agency Inc is a reputable financial institution located at 11703 Indiana Avenue in Lubbock, Texas. With a commitment to providing top-notch financial services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, we are here to provide personalized and comprehensive financial guidance. Trust Allen Financial Agency Inc to help secure your financial future.
Debra Hedgcoth - West Texas Investments
Debra Hedgcoth - West Texas Investments is a respected finance and insurance agency located at 7021 Kewanee Avenue in Lubbock, Texas. With a strong commitment to helping clients achieve their financial goals, this institution offers a wide range of investment and insurance services tailored to individual needs. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, Debra Hedgcoth and her team are dedicated to providing expert guidance and personalized solutions. Visit their office in Lubbock to learn more about how they can help you secure your financial future.
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.
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.
Greg Homesley, CPA, P.C., Inc.
Greg Homesley, CPA, P.C., Inc. is a reputable accounting and finance institution located at 3223 South Loop 289 in Lubbock, Texas. With a team of skilled professionals led by Greg Homesley, a certified public accountant, this institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Greg Homesley, CPA, P.C., Inc. is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and customer satisfaction, this institution is a trusted partner for all your accounting and finance needs.
H&R Block
H&R Block is a trusted accounting and finance institution located at 5404 4th Street in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and small business accounting. Whether you are an individual looking for assistance with your personal taxes or a business owner in need of financial guidance, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you navigate the complexities of the financial world with ease and confidence.
H&R Block
H&R Block is a well-established accounting and finance institution located at 4221 34th Street in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and accounting assistance. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today to see how we can help you achieve your financial goals.
Assist Financial Services
Assist Financial Services is a reputable accounting and finance institution located at 4418 74th Street in Lubbock, Texas, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses, including tax preparation, budgeting, financial planning, and investment management. Our goal is to assist our clients in achieving their financial goals and securing their financial future. Visit us today to learn more about how we can help you with your financial needs.
Allen L Duane CPA
Allen L Duane CPA is a reputable accounting and finance institution located at 4415 66th Street in Lubbock, Texas, United States. With years of experience and expertise in the field, they offer a wide range of professional services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or auditing, the team at Allen L Duane CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trustworthy, reliable, and knowledgeable, they are committed to helping you achieve your financial goals and success.
H&R Block
H&R Block is a well-known accounting and finance institution located at 5217 82nd Street in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of accounting support, H&R Block is dedicated to providing expert guidance and exceptional customer service. Visit their office in Lubbock today to learn more about how they can help you achieve your financial goals.
H&R Block
H&R Block is a trusted accounting and finance institution located at 7604 Milwaukee Avenue in Lubbock, Texas, United States. With a team of experienced professionals, H&R Block specializes in providing tax preparation services, financial planning, and investment advice to individuals and businesses. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to learn more about our services and how we can assist you with your accounting and finance needs.
QueenBBizzy LLC
QueenBBizzy LLC is an accounting and finance institution located at 6308 Iola Avenue in Lubbock, Texas, United States. Our team of experts is dedicated to making your bookkeeping worry-free and efficient. With a focus on QuickBooks Online, we will streamline your books and provide quality training for your staff to ensure accuracy and understanding. We believe in supporting your business growth and making your dreams a reality. With over 10 years of experience in the industry, we are prepared to offer impartial advice, practical assistance, and guidance to help you make the most of every opportunity. Our goal is to empower your team and provide them with the tools they need to succeed.
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.
H&R Block
H&R Block is a trusted accounting and finance institution located at 2310 Lubbock Highway in Lamesa, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of finance and ensure your financial success. Visit us today to experience our top-notch services and personalized approach to accounting.
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.
H&R Block
H&R Block is a leading accounting and finance institution located at 2715 50th Street in Lubbock, Texas. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing top-notch service and expertise. Visit us today to see how we can help you achieve your financial goals.
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