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24 firms listed · 12 in Longview · 13 rated 4.5+ · 3 show a license
Data verified October 18, 2026
The 24 firms listed for Longview, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Of the 24 firms we list here, 12 are in Longview itself and 12 come from towns including Tyler (7, 35 mi), Marshall (2, 23 mi) and Henderson (1, 25 mi). 15 of the firms on this page have a rating, from 4.2 to 5.0 across 121 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. The services the firms on this page list most often on their websites are bookkeeping (2), business tax returns (2), payroll services (2) and tax planning (2). 3 show a license on their websites and 4 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 44 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 16 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
