Best Financial Advisors in Longview, TX

The highest-rated Financial Planning & Wealth Management companies out of 134 vetted & reviewed in the Longview area.

Carmela Davis, CPA

Carmela Davis, CPA

(9)
“Carmela and her staff was able to file all the paperwork needed to get the IRS off my back and a payment that I can afford, thank you so much guys I appreciate you!”
Licensed, BBB Rating: A+
In Business Since 2017
2304 Gilmer Rd, Longview, TX
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Belonging Wealth Management - Fiduciary Financial Advisor

Belonging Wealth Management - Fiduciary Financial Advisor

(9)
  • Retirement
“Brandon is not only one of the most intelligent financial planners I've worked with, but also has a communication style that is clear and free of jargon.”
Licensed, BBB Rating: A
In Business Since 2021
1405 Colony Cir, Longview, TX
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Rose Retirement Financial Services

Rose Retirement Financial Services

(7)
“I am more than happy with not only John but I love his whole staff that always make themselves available in the most courteous manner that I could ever ask for.”
Licensed
Free Initial Consultation
In Business Since 2019
305 W Loop 281 Ste 101, Longview, TX
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Rose Retirement

Rose Retirement

(4)
“Well, we went and were so impressed with John's knowledge, humbled demeanor, and family, and amount of information we learned that we later called and set up a meeting with him.”
Licensed
Free Initial Consultation
In Business Since 2019
305 W Loop 281 Suite 101, Longview, TX
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Phillip G. Sinclair, CPA - Longview Texas

Phillip G. Sinclair, CPA - Longview Texas

(1)
Tax Planning, Cfo, Controller, Bookkeeping and Payroll Services, Advisory
“Your awesome and so is your staff.”
In Business Since 1994
1800 Judson Rd STE 300, Longview, TX
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Integrity Financial

Integrity Financial

(5)
“I have trusted Staci Aldridge with my financial planning for about 5 years and it has definitely been beneficial.”
In Business Since 2018
1121 Judson Rd #150, Longview, TX
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Ware Financial

Ware Financial

Financial Planning, Insurance, Investments
“If you live in and around Longview, Texas and have concerns about what retirement may look like or what you need to do to prepare, contact us for an initial consultation or join us for one of our complementary retirement planning workshops located ab...”
Below Average Price Tag
In Business Since 2018
1121 Judson Rd #151, Longview, TX
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Joe Knox - Raymond James

Joe Knox - Raymond James

Services, Services
“Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can h...”
Accepts All Major Credit Cards
Family Business
In Business Since 1967
140 E Tyler St Suite 240, Longview, TX
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Gold Star Finance

Gold Star Finance

(7)
“The ladies at Gold Star, can and will do what it takes to help you!!!!”
In Business Since 1952
308 TX-63 Spur, Longview, TX
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Deason Financial Group

Deason Financial Group

“Two weeks before closing, and my buyer hadn't found financing for a $2.5MM storage deal in Louisiana. It was difficult getting the Seller past that, much less giving me an extension to secure a lender, let them underwrite it then close. With 30 days ...”
Offers Financing Options
In Business Since 2011
208 N Green St #400, Longview, TX
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Fussell & Hudman

Fussell & Hudman

Tax Preparation, Accounting & Consulting
“Searching for a local accountant you can rely on? Turn to Fussell & Hudman PC. We provide accounting, bookkeeping, payroll, business consulting, and tax preparation services throughout Longview, TX, and the surrounding areas. We work with individuals...”
Free Initial Consultation
Locally Owned & Operated
In Business Since 2022
909 Walnut Hill Dr, Longview, TX
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Franklin & Associates

Franklin & Associates

(1)
“Look out for this guy, he lost almost all of my retirement money due to not knowing what he was doing or just making money at my expense without my consent.”
2814 Bill Owens Pkwy STE 200, Longview, TX
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Capital Wealth Group

Capital Wealth Group

“Next, we will analyze what you've shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and make sure they cohesively fit together without any gaps or disparities. This...”
In Business Since 2022
222 N Fredonia St, Longview, TX
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Axis Private Wealth

Axis Private Wealth

“One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that cou...”
In Business Since 1998
2793 Alpine Rd, Longview, TX
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Carr Capital

Carr Capital

Exchange Traded Funds, Income, Retirement, and Wealth Protection, State & Federal Taxes
“This is what we call the ICA visit, and it, along with all other visits from here on out, will cover 60 minutes. During the ICA visit, we will review your current financial position - particularly areas around retirement income planning, insurance pl...”
In Business Since 2019
406 E Magrill St, Longview, TX
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360° Elite Tax & Financial Solutions

360° Elite Tax & Financial Solutions

(11)
“Williams explained everything , walked me through the website and I'm beyond impressed with the professionalism this company has provided for me and I'll refer all my family and friends to 360 Elite tax & financial solutions”
In Business Since 2021
1100 Stone Rd # 105, Kilgore, TX
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A.D. Financial Planning

A.D. Financial Planning

Retirement, Debt-Freedom, Financial Planning
“Financial freedom. We serve as your financial advisor, consultant and educator. Through this interaction we often develop relationships that last a lifetime.”
Accepts Check
Transparent Fees & Pricing
In Business Since 2012
Serving Longview Area
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Mays & Associates

Mays & Associates

Audits and Assurances, CFO Services, Services For Quickbooks
“Take a look at our Home page. Mays & Associates PLLC is a full service tax, accounting and business consulting firm located in Tyler, TX.”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
In Business Since 1950
Serving Longview Area
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Noble Wealth Advisors

Noble Wealth Advisors

“Noble Wealth Advisors was founded as a holistic wealth management practice that joins three highly experienced financial advisors in one firm. Our mission is deep rooted in the belief of helping individuals; families and businesses achieve their fina...”
In Business Since 2019
Serving Longview Area
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The Morrison Firm Cpas and Advisors

The Morrison Firm Cpas and Advisors

(42)
Accounting & Managed CFO Services, Business Valuation & Appraisal, Bookkeeping & Payroll
“He is so very knowledgeable in so many areas, not only tax planning and preparation, but also business valuations, operational and financial consulting as well as fractional CFO services.”
In Business Since 2017
675 Rice Rd, Tyler, TX
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Jacob George, CPA

Jacob George, CPA

(49)
Business Tax Returns, Business Services, Consulting
“I called George's office expecting to get a secretary and no definite answer about what it would cost to get help with my taxes and exactly what George could help me with...”
In Business Since 2013
5620 Old Bullard Rd #112, Tyler, TX
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Texas Financial and Retirement

Texas Financial and Retirement

(8)
Investment Management, Retirement Strategies, Tax Management
“Our years of association with James and his associates has been nothing other than positive.”
Licensed, BBB Rating: A+
Accepts Cash, Check
In Business Since 1993
2405 Oak Alley, Tyler, TX
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Mays & Associates

Mays & Associates

(1)
Audits and Assurances, CFO Services, Services For Quickbooks
“Great accounting firm who helped me with my new business and made sure I am compliant with tax setup and laws.”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
In Business Since 2020
410 W Erwin St, Tyler, TX
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Paul Hicks & Associates

Paul Hicks & Associates

(2)
“We highly suggest Paul Hicks & Associates to our friends and employees for their accounting needs and everyone has had positive feedback about their experiences as well.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2012
4650 Kinsey Dr, Tyler, TX
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Retirement Planning and Investment Management Services in Longview, TX Cost Estimates

Minimum cost
$1132
Maximum cost
$9621
National Average
$3396
Avg Per Hour Rates
$340
$2264
$6226
Average price range is based on 273 cost profiles
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Average Cost $3396
Minimum cost $1132
Maximum cost $9621
Avg Per Hour Rates $340

Average range $2264 to $6226 is based on 273 cost profiles.

Why these companies made our list

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