Tax planning strategy in Lubbock, Texas

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.

Edward Jones - Financial Advisor: Valerie Hinojosa is a trusted finance institution located at 6102 Chicago Avenue in Lubbock, Texas, United States. With a focus on providing personalized financial services, Valerie Hinojosa and her team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing expert guidance and support every step of the way. Visit us today to learn more about our comprehensive financial planning services.

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.

Edward Jones - Financial Advisor: Grant C Gabriel is a reputable financial institution located at 5422 114th Street in Lubbock, Texas, United States. As a trusted advisor, Grant C Gabriel provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Grant C Gabriel is committed to providing expert guidance and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or investing for the future, Grant C Gabriel and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Ches Phelps - Financial Advisor at Ameriprise Financial Services, LLC is located at 4411 98th Street in Lubbock, Texas, United States. Ches Phelps is a registered advisor who offers financial planning services to residents in certain states. The initial consultation provides an overview of financial planning concepts, but no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the website are bound by Ameriprise Financial Website Rules and Regulations. Referrals are appreciated and will be contacted soon. Privacy and security are top priorities at Ameriprise Financial Services, LLC.

Edward Jones - Financial Advisor: Joe Bass is a reputable financial institution located at 4930 South Loop 289 in Lubbock, Texas, United States. Specializing in finance, Joe Bass provides expert financial advice and services to help clients reach their financial goals. With a focus on personalized service and tailored financial solutions, clients can trust Joe Bass to provide sound advice and guidance for their financial needs. Whether it's retirement planning, investment strategies, or wealth management, Edward Jones - Financial Advisor: Joe Bass is dedicated to helping clients secure their financial future.

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.

Carlile Investment Services is a leading finance institution located at 13033 Quaker Avenue in Lubbock, Texas. With a strong reputation for excellence in financial services, our team of experienced professionals is dedicated to helping clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Carlile Investment Services is committed to providing personalized solutions tailored to your unique needs. Contact us today to learn more about how we can help you reach your financial goals.

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 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.

Harbinger Wealth Management is a premier financial institution located at 1301 Akron Avenue in Lubbock, Texas, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Harbinger Wealth Management is here to help you every step of the way.

Raymond James Financial Services is a prominent finance institution located at 1001 Main Street in Lubbock, Texas, United States. Known for its comprehensive financial services and personalized investment solutions, Raymond James caters to a diverse clientele seeking expert advice and guidance for their financial goals. With a strong reputation for integrity and professionalism, the institution offers a wide range of services including wealth management, retirement planning, and investment advisory services. Whether you are a seasoned investor or just starting out, Raymond James Financial Services is committed to helping you achieve your financial aspirations.

Lincoln Financial Group is a renowned finance institution located in Lubbock, Texas, United States. With a strong presence in the financial industry, Lincoln Financial Group offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. Their experienced team of professionals is dedicated to providing expert advice and personalized solutions to their clients. Whether you are looking for retirement planning, investment management, insurance services, or wealth management, Lincoln Financial Group has the expertise to meet your needs. Trust Lincoln Financial Group to help you secure a stable financial future.

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.

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.

Jason Seefeld is a Financial Advisor at Ameriprise Financial Services, LLC located at 3315 81st Street in Lubbock, Texas, United States. With various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jason Seefeld is equipped to provide comprehensive financial planning services. Specializing in asset management, retirement planning, estate planning, and investment strategies, Jason Seefeld is dedicated to helping individuals achieve their financial goals. Additionally, with expertise in areas such as fixed-rate and variable annuities, senior financial issues, divorce financial analysis, and estate planning, Jason Seefeld offers a wide range of services to meet the diverse needs of clients. Whether you are planning for retirement, managing investments, or preparing for life changes, Jason Seefeld can provide personalized financial advice and guidance.

Lincoln Financial Advisors is a reputable finance and insurance agency located at 3309 67th Street in Lubbock, Texas, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future through personalized financial planning and insurance solutions. With a focus on integrity and customer service, we strive to provide expert guidance and support to individuals and families looking to build wealth, protect assets, and plan for retirement. Contact us today to schedule a consultation and start planning for a brighter financial future with Lincoln Financial Advisors.

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.

Edward Jones - Financial Advisor: Tommy Wood, AAMS™ is a reputable financial institution located on 82nd Street in Lubbock, Texas, United States. As a trusted financial advisor, Tommy Wood, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tommy Wood, AAMS™ is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or seeking to grow your wealth, Tommy Wood and his team are committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.

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.

Raymond James Financial Services is a finance institution located at 5219 City Bank Parkway 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 is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to providing personalized solutions tailored to your individual needs.

Thelma Gaddis, a financial consultant at Ameriprise Financial Services, LLC in Lubbock, Texas, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial planning, Thelma offers expertise in areas such as retirement planning, investment management, and estate planning. At Ameriprise, each advisor has their own top areas of focus, allowing clients to find an advisor that aligns with their specific financial needs. Clients can review Thelma's background, credentials, and experience to ensure they are the right fit for their financial goals.

JSW Advisory Group, LLC is a finance institution located at 3405 22nd Street in Lubbock, Texas, United States. Our team of experienced financial advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, JSW Advisory Group, LLC is dedicated to helping clients navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Dan Gregory, Founder/CEO of Gregory Financial & Associates, LLC, located at 6121 79th Street in Lubbock, Texas, is dedicated to providing comprehensive financial guidance to professional advisors and clients. Specializing in finance and insurance services, the institution works with multigenerational business owners and families to design custom strategies that protect their assets, grow investments, and establish lasting legacies. With a focus on understanding each client's unique goals and values, Dan Gregory and his team offer personalized solutions to address financial needs and opportunities. By collaborating with a network of experts, they ensure that every aspect of a client's financial situation is considered and optimized for success. Whether clients are planning for retirement, succession in their business, or simply seeking to enhance their financial security, Gregory Financial & Associates is committed to providing ongoing support and guidance.

Echols Van is a reputable finance institution located at 6010 82nd Street in Lubbock, Texas, United States. With a strong commitment to providing top-notch financial services, Echols Van is trusted by individuals and businesses alike for their expertise in investment strategies, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or assistance with estate planning, Echols Van is here to offer personalized solutions tailored to your specific needs. Visit Echols Van today and experience the difference their expertise can make in your financial journey.

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.

Zak Ball CPA is a reputable accounting and finance institution located at 3702 67th Street in Lubbock, Texas, United States. With a team of experienced CPAs, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Zak Ball CPA for their expertise and dedication to helping individuals and businesses achieve their financial goals.

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.