TOP 30 Tax succession planning in Lubbock, Texas

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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.

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.

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.

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.

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.

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.

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.

Anna Dunson is a renowned institution specializing in accounting and finance located at 2321 50th Street in Lubbock, Texas, United States. With a reputation for excellence and expertise in financial matters, Anna Dunson offers top-notch education and training in the field of accounting and finance. The institution prides itself on providing students with the knowledge and skills necessary to excel in the competitive world of finance. With a dedicated faculty and state-of-the-art facilities, Anna Dunson is the perfect place to kickstart a successful career in the financial industry.

Browning Consulting LLC is a reputable accounting and finance institution located at 3330 70th Street in Lubbock, Texas, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, bookkeeping, and more. At Browning Consulting LLC, we are committed to helping our clients achieve their financial goals with personalized and efficient solutions. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

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.