Retirement Planning in Lubbock, TX

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Top Retirement Planners in Lubbock, TX

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Llano Estacado Regional Water Planning Group
Location 1323 58th St, Lubbock, TX 79412, USA
Phone (806) 762-8721
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Prospera Financial
Location 3403 73rd St, Lubbock, TX 79423, USA
Phone (806) 281-0100
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Edward Jones - Financial Advisor: Todd Hill
SEC File# 801-3297
CRD# 250
Location 8201 Quaker Ave #150, Lubbock, TX 79424, USA
Phone (806) 798-5678
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Echols Van
Location 6010 82nd St #100, Lubbock, TX 79424, USA
Phone (806) 791-8551
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JKJ Anthony LLC
Location 6502 Slide Rd, Lubbock, TX 79424, USA
Phone (806) 771-0861
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AIM Advisory Group
Location 7021 Kewanee Avenue Suite 2-102, Lubbock, TX 79424, USA
Phone (806) 853-8004
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Edward Jones - Financial Advisor: Lenzie M Loudder
SEC File# 801-3297
CRD# 250
Location 2722 A, 82nd St, Lubbock, TX 79423, USA
Phone (806) 745-6808
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Senior Investment Services
Location 4216 102nd St, Lubbock, TX 79423, USA
Phone (806) 687-4767
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The South Plains Group - Morgan Stanley
Location 4401 82nd St, Lubbock, TX 79424, USA
Phone (806) 698-6833
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Blair Group LLC
Location 4413 71st St # G100, Lubbock, TX 79424, USA
Phone (806) 771-4300
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Matthew Carr - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3315 81st St Ste D, Lubbock, TX 79423, USA
Phone (806) 791-5904
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Financial Group of the Southwest
Location 5111 80th St, Lubbock, TX 79424, USA
Phone (806) 792-9279
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Nicholas Financial - Lubbock
Location 13037 Quaker Ave #300, Lubbock, TX 79423, USA
Phone (806) 577-4893
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Advisors Group
Location 12002 Trafalgar Ave STE 102, Lubbock, TX 79424, USA
Phone (806) 794-3848
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Sam Law Financial
Location 12219 Quaker Ave B, Lubbock, TX 79424, USA
Phone (806) 687-6700
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Pete Gotsis Financial Planning & Insurance
Location 6010 82nd St, Lubbock, TX 79424, USA
Phone (806) 928-3551
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RFS Financial Services
5 out of 5
Location 5214 68th St #100, Lubbock, TX 79424, USA
Phone (806) 798-0045
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Department of Personal Financial Planning
SEC File# 801-111055
CRD# 158043
5 out of 5
Location Lubbock, TX 79415, USA
Directions
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Gregory Varoff - Raymond James
Location 4010 82nd St Ste 2015, Lubbock, TX 79423, USA
Phone (806) 687-0055
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Merrill Lynch Wealth Management Advisor Kyle Fulton
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4023
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Retirement Planning in Lubbock, TX

About Lubbock, TX for Those Planning to Retire

Lubbock, TX is a bustling city filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Texas Tech University to the breathtaking National Ranching Heritage Center, Lubbock has something for everyone. The city is home to several major employers including Covenant Health, Texas Tech University, and United Supermarkets. Major highways such as I-27 and US-84 run through the city, making travel easy and convenient. Lubbock is also known for its diverse neighborhoods, including the historic Overton and Tech Terrace areas, as well as the up-and-coming downtown district. With so much to offer, Lubbock is a true gem of West Texas.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Lubbock, TX would be helped by a bank in numerous ways. One of the most common ways is through providing access to financial services and products such as checking and savings accounts, loans, and credit cards. Lubbock, TX is a growing city with a diverse population, and a bank can cater to the unique financial needs of its residents. For instance, farmers in Lubbock can benefit from agricultural loans to finance their crops and livestock. Additionally, the bank can offer financial education and resources to help residents manage their money effectively. With the high cost of living in Lubbock, TX, a bank can also provide assistance with budgeting and saving for emergencies. Overall, a bank can play a vital role in helping residents of Lubbock, TX achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Lubbock, TX could greatly benefit from the services of an insurance broker in a multitude of ways. One of the most common ways an insurance broker could help residents is by providing them with access to a wide range of insurance policies that are tailored to meet their individual needs. Lubbock, TX is known for its unpredictable weather patterns, which can often lead to property damage and other related issues. An insurance broker would be able to help residents find the right coverage for their homes and other properties, ensuring that they are protected in the event of a natural disaster or other unforeseen circumstances. Additionally, an insurance broker could also help residents find affordable health insurance plans that provide comprehensive coverage for themselves and their families, which is especially important in a city like Lubbock where access to quality healthcare can sometimes be limited.

Wealth Management

Residents of Lubbock, TX can benefit from a wealth manager in several ways. Firstly, a wealth manager can help them to create a personalized financial plan that takes into account their specific goals and objectives. This is especially important in Lubbock, TX, where the economy is driven by agriculture and oil, and residents may have unique investment needs. Additionally, a wealth manager can provide guidance on tax planning and estate planning, helping residents to minimize their tax liabilities and ensure that their assets are distributed according to their wishes. Furthermore, a wealth manager can help residents to navigate the complex world of retirement planning, ensuring that they have enough savings to support themselves in their golden years. Overall, a wealth manager can provide invaluable support and guidance to residents of Lubbock, TX, helping them to achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Lubbock, TX could benefit from the services of a financial advisor in several ways. One specific aspect of Lubbock that could be addressed is the high rate of student loan debt among its residents. A financial advisor could assist in creating a plan to pay off student loans while still maintaining a comfortable lifestyle. Additionally, with the cost of living in Lubbock being lower than the national average, a financial advisor could help residents make the most of their income and invest wisely for their future. Furthermore, with the oil and gas industry being a significant part of the local economy, a financial advisor could provide guidance on how to navigate the fluctuations in this industry and make informed decisions about investments. Overall, a financial advisor could provide valuable support to residents of Lubbock in achieving their financial goals and securing their financial future.

Mortgage Loan Officer

Residents of Lubbock, TX can benefit from the services of a mortgage loan officer in various ways. For instance, with the city's growing population and thriving economy, many residents are seeking to purchase homes or refinance their existing mortgages. A mortgage loan officer can assist them in navigating the complex process of securing a home loan, including evaluating their credit score, determining the appropriate loan amount, and finding the best interest rates. Additionally, Lubbock is known for its severe weather conditions, including tornadoes and hailstorms, which can cause significant damage to homes. A mortgage loan officer can also help residents secure loans for home repairs or renovations, ensuring that their homes are protected from the elements and maintain their value. Overall, a mortgage loan officer can provide valuable guidance and support to Lubbock residents as they navigate the often-challenging process of homeownership.

Tax Services

Residents of Lubbock, TX could benefit from the services of a tax advisor in a variety of ways. One specific benefit would be navigating the complex tax laws surrounding agriculture. Lubbock is a major agricultural hub, with cotton being the most important crop. Tax advisors can help farmers and ranchers understand the tax implications of selling their products, as well as the deductions available for expenses such as equipment and land. Additionally, tax advisors can assist small business owners in Lubbock with tax planning and preparation, ensuring compliance with state and federal regulations. With the help of a tax advisor, residents of Lubbock can maximize their deductions and minimize their tax liability, allowing them to keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Lubbock, TX can greatly benefit from the services of an estate planning lawyer. With the city's growing population and diverse demographics, it is important for individuals to have a comprehensive estate plan in place to ensure that their assets are distributed according to their wishes. An estate planning lawyer can assist residents with drafting wills, trusts, and power of attorney documents. Additionally, with the prevalence of oil and gas industries in the area, an estate planning lawyer can help residents navigate the complexities of mineral rights and royalties. Furthermore, an estate planning lawyer can provide guidance on Medicaid planning and long-term care options, which can be particularly important for the elderly population in Lubbock. Overall, an estate planning lawyer can provide peace of mind and security for residents of Lubbock, TX in planning for their future and the future of their loved ones.

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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