TOP 30 Tax planning strategies in Lubbock, Texas

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RFS Financial Services is a trusted finance and insurance agency located at 6402 98th Street in Lubbock, Texas. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, insurance coverage, or other financial matters, our knowledgeable staff is here to help. Visit us today to learn more about how RFS Financial Services can help you 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.

Leinad Ltd is a reputable institution located at 4619 Kemper Street in Lubbock, Texas, United States. We offer a wide range of services and products to meet the needs of our customers. Our team of dedicated professionals is committed to providing high-quality solutions and excellent customer service. Whether you are looking for expert advice, innovative products, or reliable services, Leinad Ltd is here to help. Visit us today to experience the difference that our institution can make in your life.

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.

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.

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.

Tim Money Financial Services is a finance institution located at 5717 66th Street in Lubbock, Texas. Serving West Texas with offices in Amarillo and Lubbock, Tim Money is an independent agent with over 25 years of experience in the industry. Specializing in assisting clients in comparison of numerous offers from multiple highly rated companies, Tim takes the time to understand your goals and explain the details of appropriate plans. Whether you are a banker, attorney, builder, rancher, farmer, engineer, physician, business owner, realtor, or any other professional, Tim Money can help you with solutions for IRA, 401k Rollover, Roth IRA, Retirement Savings, and more. With personalized retirement plans, time-proven indexing strategies, and opportunities for growth while protecting from loss in down markets, Tim Money can empower your portfolio with the latest techniques.

Edward Jones - Financial Advisor: Leland J Brockman, AAMS™ is a trusted financial institution located on 66th Street in Lubbock, Texas, United States. As a dedicated financial advisor, Leland J Brockman, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Leland J Brockman, AAMS™ is here to help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Byron Tyler, CEPA®|CRPC™ is a reputable finance institution located at 10210 Frankford Avenue in Lubbock, Texas, United States. Specializing in financial planning and investment management, Byron Tyler is a Certified Exit Planning Advisor (CEPA) and Chartered Retirement Planning Counselor (CRPC) who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones - Financial Advisor: Byron Tyler, CEPA®|CRPC™ is committed to providing expert guidance and support to individuals and families looking to secure their financial future.

Edward Jones - Financial Advisor: Caden K Jones is a reputable finance institution located at 6701 Aberdeen Avenue in Lubbock, Texas, United States. As a trusted financial advisor, Caden K Jones 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, Edward Jones is committed to providing expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Caden K Jones at Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Bonner & Smith LLC is a financial institution located at 5308 114th Street, Lubbock, Texas, United States. We specialize in helping individuals and families plan for a secure financial future. Our team of experienced professionals, Keith Bonner and Susan Smith, are dedicated fiduciaries who always act in the best interest of our clients. We believe that proper financial planning is essential for a successful retirement and a bright future. Our mission is to provide personalized financial guidance to help our clients achieve their goals. Whether you are saving for retirement, planning for college, or looking to grow your wealth, we are here to help.

Edward Jones - Financial Advisor: Kyle Motheral is a reputable financial institution located at 6102 Chicago Avenue in Lubbock, Texas, United States. As a trusted finance advisor, Kyle Motheral provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored investment solutions, Edward Jones - Financial Advisor: Kyle Motheral is dedicated to helping individuals and families secure their financial future. Contact Kyle Motheral today for expert financial guidance and support.

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™ 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.

Senior Investment Services is a leading finance institution located at 4216 102nd Street in Lubbock, Texas. Our dedicated team of financial experts specializes in providing personalized investment services tailored to the unique needs and goals of our senior clients. With a focus on retirement planning, wealth management, and financial security, we strive to help seniors make informed decisions to secure their financial future. Trust Senior Investment Services to guide you towards a prosperous retirement and a worry-free financial future.

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.