Best Financial Advisors in Lubbock, TX

“Shelbie Nacole, CPA, has taken excellent care of us for several years and is extremely prompt, professional, and knowledgeable on all aspects of accounting and taxes.”

“As a new small business owner I was nervous about filing my taxes, but he was very informative and helpful!”

“We'rea large independent Registered Investment Advisory firm with offices in South Florida, West Texas, and Washington. Our staff of 35, including 19 experienced CFP®* practitioners, currently advises $2.6 billion in assets. Over 35 years in our prof...”

“Caprock Business Consulting's detailed, quantitative approach allows my small business to quickly identify and react to an ever changing market in order to capitalize on opportunities and maximize profits.”

“Professional experience and Friendly you cant go wrong here!”

“Said I was looking good, and to touch base of anything changed.”

“Really been helpful with my investment needs.”

“That may not be a question you'd expect to hear from a financial professional, but to Golden Circle Founder, Jim Hollon and Stephen Butts, Financial Advisor , it's the most important question to ask when planning and protecting your family's financia...”

“We start with taking the time to get to know you and understand your financial goals. Then, we work closely with you to create a meaningful and thoughtful long term financial plan. Our steady, disciplined approach is designed to help you remain focus...”

“Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on ...”

“A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That's because ...”

“Securities and variable insurance products offered through B. Riley Wealth Management, Inc., member FINRA / SIPC . Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment advisor. Fixed insurance produ...”

“By providing superior, relevant, and cost-effective advice, informed, and affirmed through measurable results while striving for the highest professional excellence in delivering those solutions. Responsibly navigate market opportunities and adjustme...”

“At Bonner & Smith we believe that choosing a financial planner is one of the most important decisions you make. Our mission is to provide you and your family with financial guidance over our lifetime, with a commitment to individual attention and the...”

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”

“"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."”