Wealth Management in Lubbock, TX

We did the hard work of finding trustworthy partners in Lubbock, TX. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Lubbock, TX Wealth Management Firms

generic_business-71
Merrill Lynch Wealth Management Advisor Risa L Jones
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4060
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Thomas Todd Thompson
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4047
Directions
generic_business-71
Northwestern Mutual Financial
Location 2230 Indiana Ave, Lubbock, TX 79410, USA
Phone (414) 271-1444
Directions
generic_business-71
Merrill Lynch Wealth Management
5 out of 5
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4000
Directions
SEC File# 801-57434
CRD# 11025
Location 1500 Broadway St Suite 200, Lubbock, TX 79401, USA
Phone (806) 793-4703
Directions
generic_business-71
Alpha Capital Strategies
5 out of 5
Location 5004 122nd Street, Lubbock, TX 79424, USA
Phone (806) 300-0401
Directions
generic_business-71
Evensky & Katz / Foldes Wealth Management
Location Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423, USA
Phone (806) 747-7995
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Kyle Fulton
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4023
Directions
generic_business-71
Matthew Peck
Location 3814 24th St #1814, Lubbock, TX 79410, USA
Phone (806) 392-4405
Directions
generic_business-71
LoneStar Wealth Management
5 out of 5
Location 10210 Frankford Ave Suite 220, Lubbock, TX 79424, USA
Phone (806) 765-8444
Directions
generic_business-71
Merrill Lynch Wealth Management Advisor Chris Lane
5 out of 5
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4064
Directions
generic_business-71
West Texas Investments
Location 7021 Kewanee Avenue #6-103, Lubbock, TX 79424, USA
Phone (806) 687-5257
Directions
Wealth Management in Lubbock, TX

Where Wealth Management Advisors in Lubbock, TX Serve

Lubbock, TX is a vibrant city in the heart of West Texas, boasting a rich history and diverse culture. From its iconic landmarks to its bustling streets, Lubbock is a city that never sleeps. Some of the city's most notable landmarks include the National Ranching Heritage Center, the Buddy Holly Center, and the Texas Tech University campus, which is home to the Red Raiders football team. As for top employers, Lubbock has a thriving economy with a variety of industries, including healthcare, education, and agriculture. Some of the city's largest employers include Covenant Health System, Texas Tech University, and the Lubbock Independent School District. When it comes to major highways and streets, Lubbock is intersected by several major thoroughfares, including Interstate 27, US Route 84, and Loop 289. These roads provide easy access to the city's many neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lubbock, TX can benefit from a bank in various ways. Firstly, a bank can provide financial assistance to individuals looking to start a business in the city. Lubbock, TX is a rapidly growing city with a thriving economy, and a bank can provide loans and other financial services to entrepreneurs looking to invest in the city's growth. Additionally, banks can provide residents with access to financial education and resources to help them manage their money more effectively. With Lubbock being a hub for agriculture and livestock, banks can offer farmers and ranchers specialized services such as crop insurance and livestock loans. Moreover, with the city being home to Texas Tech University, banks can provide student loans and other financial services to college students. In conclusion, a bank can provide Lubbock residents with a range of financial services that can help them achieve their financial goals and contribute to the growth of the city.

Insurance Broker

Residents of Lubbock, TX could benefit from the expertise of an insurance broker in a variety of ways. Given that Lubbock is located in an area prone to severe weather, such as tornadoes and hailstorms, an insurance broker could assist residents in finding coverage that protects their homes and personal property from these natural disasters. Additionally, Lubbock is home to a large agricultural industry, and an insurance broker could provide guidance on coverage for farmers and ranchers, protecting their livestock and crops from unpredictable events. Furthermore, with a growing population and economy, an insurance broker could assist small business owners in finding coverage that fits their unique needs, ensuring that their livelihoods are protected in the event of unforeseen circumstances. Overall, an insurance broker can provide valuable assistance to residents of Lubbock, TX by navigating the complexities of insurance coverage and tailoring policies to meet the specific needs of the community.

Retirement Planning

Residents of Lubbock, TX can benefit from the expertise of a retirement planner in several ways. One of the most common ways is by creating a personalized retirement plan that takes into account the unique financial situation of each individual. This is particularly important in Lubbock, TX, where the local economy is heavily reliant on the agriculture and energy industries, both of which can be unpredictable. A retirement planner can help residents plan for unexpected fluctuations in income and ensure that they have a solid financial foundation to support them in their retirement years. Additionally, a retirement planner can help residents navigate the complex world of retirement benefits and ensure that they are maximizing their Social Security benefits, as well as any other retirement accounts they may have. With the help of a retirement planner, residents of Lubbock, TX can feel confident that they are on track to achieve their retirement goals and can enjoy their golden years with peace of mind.

Financial Advisor

Residents of Lubbock, TX can benefit greatly from the expertise of a financial advisor. With the city's booming economy and diverse population, there are a plethora of financial challenges that individuals may face. A financial advisor can help residents navigate the complex world of investments, retirement planning, and tax strategies. Additionally, with Lubbock's high rate of small business ownership, a financial advisor can provide valuable guidance on how to manage cash flow, secure funding, and grow their business. Furthermore, with the city's susceptibility to natural disasters such as tornadoes and droughts, a financial advisor can assist residents in developing emergency plans and insurance policies to protect their assets. Overall, a financial advisor in Lubbock, TX can provide invaluable support to individuals and businesses alike in navigating the unique financial landscape of the city.

Mortgage Loan Officer

Residents of Lubbock, TX would greatly benefit from the assistance of a mortgage loan officer in a variety of ways. With a population of over 250,000, Lubbock is a bustling city with a diverse range of residents and housing options. A mortgage loan officer can help residents navigate the complex process of applying for and securing a mortgage, which can often be overwhelming and confusing. Additionally, Lubbock is home to a number of unique neighborhoods and communities, each with their own specific housing needs and challenges. A skilled mortgage loan officer can help residents find the right loan products and financing options to meet their individual needs and goals, whether they are looking to purchase a starter home in a growing neighborhood or a larger property in a more established area. With so much at stake when it comes to purchasing a home, having a knowledgeable and experienced mortgage loan officer on your side can make all the difference in achieving your dreams of homeownership in Lubbock, TX.

Tax Services

Residents of Lubbock, TX can benefit from the services of a tax advisor in a variety of ways. One specific aspect unique to Lubbock is the prevalence of agriculture and farming in the area. A tax advisor can assist farmers and ranchers in navigating the complex tax laws related to agricultural income and deductions. The advisor can also help small business owners in Lubbock to maximize their tax savings by identifying deductions and credits specific to their industry. Additionally, a tax advisor can provide guidance on estate planning and inheritance taxes, which can be particularly important for families with significant assets in the area. Overall, a tax advisor can help residents of Lubbock to navigate the often confusing and ever-changing tax landscape, allowing them to save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Lubbock, TX would greatly benefit from the services of an estate planning lawyer. The lawyer can help residents navigate the complex legal system and ensure that their assets are distributed according to their wishes. In a city like Lubbock, where the population is growing rapidly, it is important for residents to have a plan in place to protect their assets and provide for their loved ones. Additionally, with the oil and gas industry being a major part of the local economy, an estate planning lawyer can help residents with specialized needs such as mineral rights and business succession planning. The lawyer can also assist with healthcare directives and powers of attorney, which are essential for anyone who wants to ensure that their wishes are respected in the event of incapacity. Overall, an estate planning lawyer can provide peace of mind for Lubbock residents and help them plan for the future.

Lubbock, TX Financial Resources

Lubbock, TX Chamber of Commerce

https://www.lubbockchamber.com/

Lubbock, TX City Hall

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

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs