Best Financial Advisors in Lubbock, TX

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List of Firms

Lubbock, TX Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Anna E Reyes
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5409 4th St Suite 0, Lubbock, TX 79416, USA
Phone (806) 792-8411
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Kathy Moeller, CRPC®
SEC File# 801-3297
CRD# 250
1 out of 5
Location 4903 82nd St Suite 40, Lubbock, TX 79424, USA
Phone (806) 798-6225
Directions
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Edward Jones - Financial Advisor: James E Shirey
SEC File# 801-3297
CRD# 250
Location 11911 Frankford Ave Suite 200, Lubbock, TX 79424, USA
Phone (806) 792-9777
Directions
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Pennington Bass & Associates
5 out of 5
Location 7818 Orlando Ave, Lubbock, TX 79423, USA
Phone (806) 797-8349
Directions
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Edward Jones - Financial Advisor: Heath Brown
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3301 98th St Suite 600, Lubbock, TX 79423, USA
Phone (806) 745-0181
Directions
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Edward Jones - Financial Advisor: Janet Bates, AAMS®
SEC File# 801-3297
CRD# 250
Location 10507 Quaker Ave Suite 107, Lubbock, TX 79424, USA
Phone (806) 797-1363
Directions
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Edward Jones - Financial Advisor: Daniel C Castro
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5206 82nd St #3, Lubbock, TX 79424, USA
Phone (806) 698-8577
Directions
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Edward Jones - Financial Advisor: Kyle Motheral
SEC File# 801-3297
CRD# 250
Location 6102 Chicago Ave Suite 200, Lubbock, TX 79424, USA
Phone (806) 783-3072
Directions
Financial Advisors in Lubbock, TX

Where Certified Financial Advisors in Lubbock, TX Serve

Lubbock, TX is a bustling city located in the heart of West Texas. With a population of over 250,000, it is home to several notable landmarks, including the Buddy Holly Center, the National Ranching Heritage Center, and the Silent Wings Museum. The city is also home to several top employers, such as Texas Tech University, Covenant Health System, and United Supermarkets. Major highways and streets in the area include Interstate 27, Loop 289, and University Avenue. Lubbock is comprised of several distinct neighborhoods, each with its own unique character and charm, including Tech Terrace, South Overton, and the historic Depot District. Whether you're a student, professional, or family, Lubbock has something to offer for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Lubbock, TX can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized budget for individuals and families. Lubbock is known for its vibrant arts and culture scene, as well as its thriving agricultural industry. A financial advisor can help residents navigate the unique financial challenges that come with these industries, such as fluctuating income and expenses. Additionally, with Texas Tech University located in Lubbock, many residents may have student loan debt or be planning for their children's education. A financial advisor can provide guidance on saving for education expenses and managing student loan debt. Overall, a financial advisor can provide valuable insight and support for residents of Lubbock as they work towards their financial goals.

Insurance Broker

Residents of Lubbock, TX can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them navigate the unique risks and challenges of living in a city that experiences frequent severe weather events, including tornadoes and hailstorms. An experienced insurance broker can help residents understand their coverage options and make informed decisions about how to protect their homes, vehicles, and other assets from damage caused by these weather events. Additionally, an insurance broker can help residents find affordable health insurance options, which is especially important in a city like Lubbock where healthcare costs can be high. By working with an insurance broker, residents of Lubbock can ensure that they have the coverage they need to protect themselves and their families from unexpected financial losses.

Retirement Planning

Residents of Lubbock, TX could benefit greatly from the guidance of a retirement planner. With its high percentage of retirees and a median age of 30, Lubbock presents unique challenges for those planning for their golden years. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and other benefits, ensuring they receive the maximum amount of financial support possible. Additionally, a planner can help residents develop a comprehensive retirement plan that takes into account their unique circumstances and goals. For example, a planner may recommend investing in a diversified portfolio of assets, such as real estate or stocks, to help residents achieve their long-term financial objectives. With the help of a retirement planner, residents of Lubbock can feel confident in their ability to enjoy a comfortable and secure retirement.

Wealth Management

Residents of Lubbock, TX would greatly benefit from the services of a wealth manager in many ways. One specific benefit is the guidance they can provide in navigating the unique financial landscape of the region. Lubbock is a hub for agriculture and energy industries, which can create a complex financial situation for residents who work in these fields. A wealth manager can offer expert advice on managing income fluctuations, investing in local industries, and creating a comprehensive financial plan that takes into account the specific challenges and opportunities of living in Lubbock. Additionally, a wealth manager can help residents plan for long-term financial goals such as retirement or saving for their children's education, ensuring that they are on track to achieve their financial dreams.

Mortgage Loan Officer

Residents of Lubbock, TX could benefit from the expertise of a mortgage loan officer in several ways. For example, with the recent growth of the city's housing market, a loan officer could help potential homebuyers navigate the process of obtaining a mortgage and finding a home that fits their budget. Additionally, Lubbock is known for its strong agricultural industry, and a loan officer could assist farmers and ranchers in securing financing for land purchases or equipment upgrades. With the help of a knowledgeable loan officer, residents of Lubbock can feel confident in their ability to make informed decisions about their financial future.

Tax Services

Residents of Lubbock, TX can benefit greatly from the expertise of a tax advisor. With the abundance of small businesses and agriculture in the area, a tax advisor can assist in navigating the unique tax laws and regulations specific to these industries. Additionally, the oil and gas industry plays a significant role in the economy of Lubbock, and a tax advisor can provide guidance on the tax implications of investments in this sector. Furthermore, with Texas being one of the few states without a state income tax, a tax advisor can help residents maximize deductions and credits on their federal income tax returns. Overall, a tax advisor can provide valuable assistance to residents of Lubbock, TX in navigating the complex world of taxes and ensuring compliance with local and federal tax laws.

Estate Planning Lawyer

Residents of Lubbock, TX can benefit greatly from the services of an estate planning lawyer. With its growing population and diverse economy, Lubbock presents unique challenges and opportunities for estate planning. An estate planning lawyer can help residents navigate the complex laws and regulations surrounding inheritance, wills, trusts, and probate. Additionally, they can provide guidance on tax planning and asset protection strategies that are tailored to the specific needs of Lubbock residents. Whether it's a young family just starting out or a retiree looking to pass on their legacy, an estate planning lawyer can help ensure that their wishes are carried out and their loved ones are protected.

Lubbock, TX Financial Resources

Lubbock, TX Chamber of Commerce

https://www.lubbockchamber.com/

Lubbock, TX City Hall

https://ci.lubbock.tx.us/

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FAQs About Personal Financial Advisors in Lubbock, TX