Best Financial Advisors in Potter County, TX

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Potter County, TX Fiduciary Financial Advisors

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James Shafer, CFP®
Location 600 S Tyler St Suite 1907, Amarillo, TX 79101, USA
Phone (806) 350-5624
Directions
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Edward Jones - Financial Advisor: Bill Hall
Location 2921 I-40 Ste 400, Amarillo, TX 79109, USA
Phone (806) 355-7667
Directions
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Merrill Lynch Wealth Management Advisor Paula J Cornelius
Location 701 S Taylor St Suite 100, Amarillo, TX 79101, USA
Phone (806) 378-9133
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C.S. Wilson & Associates
5 out of 5
Location 2324 Lakeview Dr, Amarillo, TX 79109, USA
Phone (806) 352-9251
Directions
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Edward Jones - Financial Advisor: Patrick V Lovelady
Location 3333 Coulter St S C4, Amarillo, TX 79106, USA
Phone (806) 356-0325
Directions
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Edward Jones - Financial Advisor: Collin W Hall
Location 2921 I-40 Ste 400, Amarillo, TX 79109, USA
Phone (806) 355-7667
Directions
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Carson Wealth
5 out of 5
Location 5101 Lexington Square, Amarillo, TX 79119, USA
Phone (806) 372-4285
Directions
Financial Advisors in Potter County, TX

Where Certified Financial Advisors in Potter County, TX Serve

Potter County, located in the heart of the Texas Panhandle, is a vibrant community known for its rich history and diverse culture. The county is home to several notable landmarks, including the iconic Cadillac Ranch, a roadside art installation featuring ten vintage Cadillacs buried nose-first in the ground. Other popular attractions include the Amarillo Botanical Gardens, the Amarillo Zoo, and the American Quarter Horse Hall of Fame. In terms of employment, Potter County boasts a thriving economy with a variety of top employers, including Tyson Foods, Bell Helicopter, and Pantex, a nuclear weapons assembly and disassembly facility. The county is also home to a bustling retail sector, with major retailers such as Walmart, Target, and Home Depot. Major highways and streets in Potter County include Interstate 40, which runs east-west through the county, and Interstate 27, which runs north-south. Other important thoroughfares include US Highway 287, State Highway 136, and Loop 335.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Potter County, TX could greatly benefit from the guidance of a financial advisor in a number of ways. One of the most common ways a financial advisor could help is by assisting residents with retirement planning. With a significant portion of the population in Potter County being over the age of 65, it is essential for individuals to have a solid plan in place for their retirement years. A financial advisor could help residents determine the best retirement savings strategies based on their unique financial situation and goals. Additionally, with the oil and gas industry being a major employer in the area, a financial advisor could also provide guidance on investing in energy stocks and other related investments. Overall, a financial advisor could provide valuable support and expertise to help residents of Potter County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Potter County, TX can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in the area, such as frequent hailstorms and tornadoes, having the right insurance coverage is crucial. An insurance broker can help residents navigate the complex insurance market and find policies that meet their specific needs and budget. Additionally, with the growing population in Potter County, an insurance broker can help residents protect their assets and ensure financial stability in the event of unexpected accidents or disasters. Overall, an insurance broker can provide peace of mind and valuable assistance to residents of Potter County, TX.

Retirement Planning

Residents of Potter County, TX can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by providing personalized advice on how to save and invest for retirement. This is especially important in Potter County, where the cost of living is relatively high compared to other areas in Texas. A retirement planner can help residents navigate the complexities of retirement planning, including choosing the right investment vehicles, managing risk, and creating a retirement income strategy that will provide financial security throughout their golden years. With the help of a retirement planner, residents of Potter County can feel confident that they are on the right path towards a comfortable and secure retirement.

Wealth Management

Residents of Potter County, TX could benefit from the services of a wealth manager in several ways. Firstly, a wealth manager could help them plan for retirement by creating a personalized investment portfolio that aligns with their financial goals and risk tolerance. This is especially important for residents of Potter County, TX, as the county has a relatively high poverty rate, and many residents may not have access to traditional retirement plans. Additionally, a wealth manager could help residents of Potter County, TX navigate the complex world of taxes and estate planning, ensuring that they are taking advantage of all available deductions and minimizing their tax burden. Overall, a wealth manager could provide valuable guidance and support to help residents of Potter County, TX achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Potter County, TX can benefit greatly from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, including helping residents secure financing for a new home or refinancing an existing mortgage. In Potter County, where the median home value is $126,000, a mortgage loan officer can provide guidance on available loan options, interest rates, and down payment requirements. They can also help residents navigate the often complex process of applying for a mortgage and ensure that they are getting the best possible terms and rates. With the help of a mortgage loan officer, residents of Potter County can achieve their dream of homeownership and build a stable financial future for themselves and their families.

Tax Services

Residents of Potter County, TX can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help residents is by providing guidance on how to maximize their tax deductions and credits. This is especially important in Potter County, where many residents work in the agriculture industry and may be eligible for deductions related to farming and ranching. Additionally, a tax advisor can assist residents in navigating the complex tax laws and regulations that apply to their specific situation, ensuring that they are in compliance with all necessary requirements. With the help of a tax advisor, residents of Potter County can feel confident in their tax planning and preparation, allowing them to focus on other important aspects of their lives.

Estate Planning Lawyer

Residents of Potter County, TX could greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will. In Potter County, which is home to a large number of ranchers and farmers, having a proper will is essential to ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can assist with setting up trusts, which can be particularly helpful for families with young children or individuals with special needs. With the help of an estate planning lawyer, residents of Potter County can have peace of mind knowing that their assets will be managed and distributed in the way they intend.

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FAQs About Personal Financial Advisors in Potter County, TX