Wealth succession planning in Lubbock, Texas

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.

Wellington State Wealth Management is a premier finance institution located at 7801 Quaker Avenue in Lubbock, Texas, United States. We specialize in providing top-notch wealth management services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to each client's unique needs. Trust Wellington State Wealth Management to help you navigate the complexities of the financial world and build a solid foundation for long-term financial success.

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.

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.

Evensky & Katz / Foldes Wealth Management is a leading financial institution located in Lubbock, Texas. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our team is here to help. With a focus on transparency, integrity, and personalized service, we strive to build long-term relationships with our clients based on trust and mutual success. Visit us at 3223 South Loop 289 to learn more about how we can help you secure your financial future.

Allied Planning is a leading finance institution located at 2727 81st Street in Lubbock, Texas, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, Allied Planning offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Our team of expert financial advisors is dedicated to providing personalized solutions tailored to each client's unique needs and objectives. Trust Allied Planning to help you navigate the complexities of the financial world and secure a prosperous future.

Happy Investment Services, West Texas Wealth is a financial advisory practice located at 4411 98th Street in Lubbock, Texas, United States. As a part of Ameriprise Financial Services, LLC, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. We prioritize what matters most to you, whether it's planning for retirement, education, or a major purchase like a second home. Our team will document your goals, regularly review your progress, and adjust your approach as life changes. With secure access to your investments and accounts from any device, you can track your progress towards your financial goals easily. If you have questions or would like to schedule a complimentary initial consultation, please get in touch.

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.

Martinez Law Office is a reputable legal institution located at 1802 Avenue Q in Lubbock, Texas, United States. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing personalized and effective legal solutions to our clients. Whether you are facing a criminal charge, need assistance with a family law matter, or require guidance on estate planning, Martinez Law Office is here to help. With a commitment to excellence and a track record of success, you can trust us to represent your best interests and achieve the best possible outcome for your case. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

World Finance is a leading finance institution located at 1417 34th Street in Lubbock, Texas, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need a loan, investment advice, or financial planning assistance, World Finance is here to help. Visit us today to learn more about how we can assist you in achieving financial success.

Security Finance is a reputable institution located at 8004 Indiana Avenue in Lubbock, Texas, United States. Specializing in accounting and finance services, Security Finance is committed to providing expert financial advice and assistance to individuals and businesses alike. With a team of experienced professionals, Security Finance offers a wide range of services to help clients manage their finances effectively and achieve their financial goals. Whether you need help with budgeting, tax planning, or investment strategies, Security Finance is dedicated to providing personalized solutions to meet your specific needs. Trust Security Finance to be your partner in financial success.

The Private Bank at PlainsCapital is a prestigious financial institution located at 5010 University Avenue in Lubbock, Texas. As a private bank, we provide personalized banking and financial services to high-net-worth individuals, families, and businesses. Our experienced team of professionals offers tailored solutions to help our clients achieve their financial goals and secure their wealth for future generations. With a commitment to excellence and a focus on building long-term relationships, The Private Bank at PlainsCapital is dedicated to providing exceptional service and expertise in banking and finance.

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.

Richards Elder & Gibson is a prestigious law firm located at 12223 Quaker Avenue in Lubbock, Texas, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced team of lawyers at Richards Elder & Gibson is dedicated to providing top-notch legal representation and guidance to their clients. With a commitment to excellence and a track record of success, this institution is known for their professionalism, integrity, and unwavering dedication to achieving the best possible outcomes for their clients.

Robert E. Barnhill III, Attorney, CPA/PFS, CFP® is a respected finance institution located at 4413 82nd Street in Lubbock, Texas. Specializing in legal and financial services, Robert E. Barnhill III offers expertise in tax law, financial planning, and wealth management. With a team of skilled professionals, this institution provides top-notch services to clients seeking guidance in complex financial matters. Trust Robert E. Barnhill III for all your legal and financial needs in Lubbock, Texas.

Amicus Financial Advisors, LLC is a professional institution located at 7021 Kewanee Avenue in Lubbock, Texas, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing expert guidance and support to our clients. Whether you are seeking financial planning, tax assistance, or legal advice, Amicus Financial Advisors, LLC is committed to helping you achieve your goals and secure your financial future. Contact us today to learn more about how we can assist you with your financial needs.

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.

Morgan Stanley Financial Advisors is a reputable finance institution located at 4401 82nd Street in Lubbock, Texas, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we strive to offer comprehensive financial solutions tailored to each individual's unique needs. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.

Luke Ford Financial is a reputable financial group based in the Southwest region, specifically in Lubbock, Texas. Our team of experienced professionals is dedicated to providing top-notch financial services and guidance to our clients. Whether you are looking for assistance with investments, retirement planning, or general financial advice, we are here to help. Visit us at our convenient location on Slide Road to learn more about how we can help you achieve your financial goals.

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.

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.

Edward Jones - Financial Advisor: James P Reynolds, CFP®|AAMS™ is a reputable financial institution located at 8201 Quaker Avenue in Lubbock, Texas, United States. Specializing in providing personalized financial planning and investment services, James P Reynolds, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance 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 helping individuals and families secure their financial future. Contact James P Reynolds today for professional financial advice tailored to your specific needs.

Edward Jones - Financial Advisor: Jim M Gabriel Jr, AAMS™ is a trusted financial institution located at 5422 114th Street in Lubbock, Texas, United States. Specializing in providing personalized financial advice and services, Jim M Gabriel Jr, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on integrity, professionalism, and exceptional customer service, Edward Jones - Financial Advisor is committed to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Contact Jim M Gabriel Jr, AAMS™ today to start planning for a more secure financial future.

Edward Jones - Financial Advisor: Westin W Tucker, CEPA®|AAMS™ is a finance institution located at 6914 82nd Street, Lubbock, Texas, United States. As a certified financial advisor with designations such as CEPA® and AAMS™, Westin W Tucker offers expert financial planning and investment advice to clients. With a focus on personalized service and tailored solutions, clients can trust Edward Jones to help them achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Westin W Tucker and the team at Edward Jones are dedicated to providing top-notch financial guidance.

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.

Caraway Mc Mahon & Co LLP: Trice Richard C CPA is a reputable accounting and finance institution located at 7822 Orlando Avenue in Lubbock, Texas, United States. With a focus on providing top-notch financial services, they offer expert advice and assistance to individuals and businesses alike. Their team of professionals, led by CPA Trice Richard C, is dedicated to helping clients navigate the complexities of financial management and achieve their monetary goals. Trust Caraway Mc Mahon & Co LLP for all your accounting and finance needs.

Precision Tax Consulting is a leading finance institution located at 1403 19th Street in Lubbock, Texas, United States. Specializing in tax consulting services, our team of experts is dedicated to providing accurate and personalized solutions to help individuals and businesses navigate the complexities of tax laws and regulations. With a commitment to precision and excellence, we strive to ensure our clients receive the highest level of service and support in managing their financial obligations. Trust Precision Tax Consulting to provide you with the expertise and guidance you need to achieve your financial goals.

Bankers Life, located at 3223 South Loop 289 in Lubbock, Texas, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. If you're interested in helping your community achieve a financially secure retirement, our award-winning training programs and flexible schedules can set you up for success. Join us at Bankers Life and achieve more in your career.

Prosperity Business & Tax Services is a leading accounting and finance institution located at 11609 County Road 2300 in Lubbock, Texas, United States. Our team of experienced professionals is dedicated to helping businesses and individuals achieve financial success through expert tax preparation, bookkeeping, and financial planning services. Whether you are a small business owner or an individual looking to maximize your financial potential, Prosperity Business & Tax Services is here to help you prosper. Contact us today to schedule a consultation and see how we can help you reach your financial goals.