Best Financial Advisors in Lubbock, TX
The highest-rated Financial Planning & Wealth Management companies out of 170 vetted & reviewed in the Lubbock area.
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Integrated Services, Assurance, Advisory
“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.”
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Mason Warner & Company
Bookkeeping, Consulting, Medicaid Cost Report
“As a new small business owner I was nervous about filing my taxes, but he was very informative and helpful!”
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Evensky & Katz / Foldes Wealth Management
Cats & Kittens
“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...”
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Caprock Business Consulting
Business Valuation, And Financial Analysis, Litigation Support
“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.”
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Associated Business Services
Risk Management & Insurance, Investment Services, Grow Your Wealth
“Professional experience and Friendly you cant go wrong here!”
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The Private Bank at Plainscapital
Safe Deposit Boxes, Money Orders, Full Service Lobby
“I would recommend anyone to allow the wealth management department to help you with your financial needs!”
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Massengale Wealth Management
Cash Management
“We've provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.”
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Amicus Financial Advisors
“Really been helpful with my investment needs.”
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Caprock Financial Group
“Said I was looking good, and to touch base of anything changed.”
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Golden Circle Financial Group
“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...”
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Winston Wealth Advisors
“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...”
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Lubbock Financial Services
“I had the best experience with financial 1 group in Lubbock Tx … Devri the manager had the utmost customer service… I will be returning and when I return I will be bringing others with me….”
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Advisors Group
“The common perception is that Financial Planning is just about money, but at The Advisors Group, we approach things a little differently. We work with clients from a Life Planning approach, where we view money as the tool to achieve their personal an...”
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Alpha Capital Strategies
“As fiduciaries, we always put our clients' interests ahead of our own and disclose any conflicts of interest that may affect our advice. We believe that this helps to build trust between us and our clients, and ensures that our clients' financial goa...”
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Green & Deckert
“A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to fulfill your needs now, and that strategizes for the future in a tax optimized manner. Our work is performed un...”
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AIM Advisory Group
Retirement Planning, Helping Business Owners, Investing
“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 ...”
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Peacefield Wealth Solutions
Elder Care Planning, Tax Law Solutions, LLC, Legacy & Transition Planning
“At PWS, we can help you organize your financial “stuff”, provide answers to these questions that are specific to you, and take these “to-do's” off your list by helping you get them done.”
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Sam Law Financial
Individuals
“Sam is the best financial adviser”
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Greg Homesley, CPA
“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 ...”
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Debra Hedgcoth - West Texas Investments
Investments, Insurance, Personal Financial Planning
“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...”
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Matthew Peck
Investments, Transparency & Disclosure
“My job is to empower clients to make sound financial decisions and to help them reach their version of a successful financial future.Selecting an advisor is of critical importance when planning for your future. You want to be sure you are picking the...”
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Pennington Bass & Associates
“Ps- they know everyone by name and if you have multiple family members/ friends who work with them they are kind enough to ask you about them!”
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Wellington State Wealth Management
“"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."”
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Bonner & Smith
“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...”
Retirement Planning and Investment Management Services in Lubbock, TX Cost Estimates
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