Wealth Management in Ector County, TX

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List of Firms

Ector County, TX Wealth Management Firms

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Level Wealth Management
Location 4800 E University Blvd Suite A, Odessa, TX 79762, USA
Phone (432) 307-3200
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Stanley Heights
4 out of 5
Location 2413 Idlewood Ln, Odessa, TX 79761, USA
Phone (332) 233-5445
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Edward Jones - Financial Advisor: Patrick Young
Location 5107 Wayland Dr Ste 1, Odessa, TX 79762, USA
Phone (432) 366-7532
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Don Peters Bookkeeping & Income Tax
Location 3205 Kermit Hwy #8, Odessa, TX 79764, USA
Phone (432) 337-1414
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T. Jack Bain, CPA, PC
4 out of 5
Location 5101 Wayland Dr, Odessa, TX 79762, USA
Phone (432) 617-8070
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Permian Wealth Management
5 out of 5
Location 708 W Scharbauer Dr suite a-4, Midland, TX 79705, USA
Phone (432) 570-1450
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Merrill Lynch Wealth Management
Location 6010 TX-191 Frontage, Odessa, TX 79762, USA
Phone (432) 362-0376
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Marc Garcia & Associates
3 out of 5
Location 1951 E 37th St A, Odessa, TX 79762, USA
Phone (432) 272-2233
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Edward Jones - Financial Advisor
Location 1931 E 37th St Suite 4, Odessa, TX 79762, USA
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Peggy McCall - Raymond James
Location 1921 E 37th St B, Odessa, TX 79762, USA
Phone (432) 367-5500
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Odessa Risk Management
Location 308 N Lee Ave Suite 102, Odessa, TX 79761, USA
Phone (432) 335-4690
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Wealth Management in Ector County, TX

Where Wealth Management Advisors in Ector County, TX Serve

Ector County, located in the heart of West Texas, boasts a rich history and a vibrant community. The county is home to several notable landmarks, including the Odessa Meteor Crater, a natural wonder that attracts visitors from around the world. In addition, the Presidential Museum and Leadership Library honors the legacies of former presidents who have ties to the area. The top employers in Ector County include the oil and gas industry, healthcare, and education. Companies like Chevron, Medical Center Hospital, and Odessa College provide quality jobs and contribute to the local economy. Major highways and streets in the county include Interstate 20, which connects Ector County to major cities like Dallas and El Paso, as well as State Highway 191, which provides easy access to Midland and other nearby communities. Ector County is comprised of several distinct neighborhoods, each with its own unique character and charm. The historic district of downtown Odessa features beautiful architecture and a variety of shops and restaurants.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Ector County, TX can benefit from a bank in several ways. For instance, a bank can help them secure loans to start or expand their businesses, which is crucial given that the county is home to a significant number of entrepreneurs. Additionally, a bank can provide residents with access to financial products and services that can help them save money and grow their wealth, which is particularly important in a county where the poverty rate is higher than the national average. Moreover, a bank can help residents manage their finances more effectively by offering them tools such as online banking, mobile banking, and budgeting apps, which can help them stay on top of their bills and avoid overdraft fees. Overall, a bank can play a critical role in improving the financial well-being of residents of Ector County, TX, by providing them with the resources and support they need to achieve their financial goals.

Insurance Broker

Ector County, TX residents can benefit from the services of an insurance broker in numerous ways. For instance, an insurance broker can help residents navigate the complex and ever-changing insurance landscape, ensuring that they have the coverage they need at a price they can afford. This is especially important in Ector County, which is home to a diverse population with varying insurance needs. From oil and gas workers to farmers and ranchers, residents of Ector County have unique insurance requirements that can be difficult to navigate without the help of a professional. Additionally, an insurance broker can help residents understand the specific risks associated with living in Ector County, such as severe weather events like tornadoes and hailstorms, and recommend coverage options that provide adequate protection. Overall, the services of an insurance broker can help Ector County residents achieve peace of mind knowing that they are adequately protected against life's uncertainties.

Retirement Planning

Residents of Ector County, TX can benefit from the expertise of a retirement planner in many ways. One of the most common ways is by helping them create a personalized retirement plan that takes into account their unique financial situation and goals. With the county's economy heavily reliant on the oil and gas industry, a retirement planner can assist residents in navigating the volatile nature of these industries and help them plan for a secure financial future. Furthermore, a retirement planner can provide guidance on tax-efficient investments that can help residents maximize their retirement savings. Additionally, with the county's high poverty rate and limited access to healthcare, a retirement planner can help residents plan for potential healthcare costs in retirement and ensure they have adequate insurance coverage. Overall, a retirement planner can provide invaluable assistance to residents of Ector County, TX in achieving their retirement goals and securing their financial future.

Financial Advisor

Residents of Ector County, TX can benefit greatly from the services of a financial advisor. With its economy driven by oil and gas production, many residents in the county may have fluctuating incomes and need guidance on how to manage their finances effectively. A financial advisor can assist in creating a personalized budget plan that takes into account the unique circumstances of each individual or family, including any debt or savings goals. Additionally, with the county's high poverty rate, a financial advisor can help residents access resources and programs that can improve their financial situation, such as low-income housing assistance or job training programs. With the added complexity of navigating the oil and gas industry, a financial advisor can also provide guidance on investing in these industries, as well as other investment options to diversify a portfolio. Overall, a financial advisor can be a valuable resource for residents of Ector County, TX in achieving their financial goals and improving their overall financial well-being.

Mortgage Loan Officer

Residents of Ector County, TX can benefit greatly from the services of a mortgage loan officer. With a population of over 159,000, Ector County is a vibrant community that is home to many families and individuals. A mortgage loan officer can assist residents in securing financing for their dream homes, whether they are first-time homebuyers or experienced real estate investors. Additionally, a mortgage loan officer can provide guidance on the various types of loans available, such as conventional, FHA, and VA loans. They can also help residents navigate the complex process of obtaining a mortgage, which can involve credit checks, income verification, and other requirements. Overall, a mortgage loan officer can be a valuable resource for residents of Ector County who are looking to purchase a home or refinance their existing mortgage.

Tax Services

Residents of Ector County, TX can greatly benefit from the expertise of a tax advisor in various ways. One specific example is the oil and gas industry, which is a major source of income for the county. A tax advisor can assist individuals who work in this industry with tax planning strategies that can help them maximize their deductions and minimize their tax liability. Additionally, for those who own small businesses in the county, a tax advisor can help them navigate the complex tax laws and regulations that apply to their industry. They can also provide guidance on how to structure their business entity to reduce their tax burden and increase their profitability. Furthermore, a tax advisor can help residents with estate planning, ensuring that their assets are properly distributed to their heirs and minimizing the impact of estate taxes. Overall, a tax advisor can provide invaluable assistance to residents of Ector County, TX, helping them to save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Ector County, TX can benefit from the expertise of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can help residents of Ector County, TX create a comprehensive estate plan that takes into account their unique financial and familial circumstances. This can include drafting a will, establishing trusts, and creating powers of attorney. Additionally, an estate planning lawyer can help residents of Ector County, TX navigate the complexities of probate court and ensure that their assets are distributed according to their wishes after they pass away. Given the diverse population of Ector County, TX, which includes individuals from various socioeconomic backgrounds and cultural traditions, an estate planning lawyer can provide tailored advice and guidance that takes into account the specific needs and concerns of each client.

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