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Bennett Bennett & Trice

(30)

Integrated Services, Assurance, Advisory

“We will continue to put our trust in their knowledgeable and timely service, and would Highly recommend Bryan's team for all of your financial needs.”

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Mason Warner & Company

(2)

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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Caprock Business Consulting

(5)

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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The Private Bank at Plainscapital

(1)

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!”

Featured

At Plains Capital Bank, we continue to take every precaution to keep our customers and associates healthy while we work within quickly changing local guidelines. As the COVID-19 situation continues to grow across our region, we're taking precautions in order to keep our customers and communities safe. Plains Capital Bank is temporarily limiting lobby access to appointment only. If you are in need of in-person service, please contact your banker to assist you with making an appointment. Our drive-thrus will be open for business as usual as well as our Personal Teller Machines and AT Ms. Our convenient mobile and online banking allows you to deposit checks, pay bills and manage your account.

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Caprock Financial Group

(1)

Legacy Defender, Legacy Enhancer, Asset Builder

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

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Amicus Financial Advisors

(1)

Amicus Process, Menu

“Really been helpful with my investment needs.”

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Greg Homesley, CPA

“We believe small businesses are the backbone of America. We are a small business that faces the same challenges as our small business clients. Greg Homesley holds an MBA, and has over 30 years of experience as a financial professional in a wide varie...”

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Green & Deckert

Who We Serve

“We are dedicated to providing investment management services and strategic financial planning that is right for you. As part of our comprehensive planning service, we are licensed and highly qualified to provide tax advice and tax planning. This sets...”

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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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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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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 focuse...”

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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 34, including 18 experienced CFP®* practitioners, currently advises $2.7 billion in assets. Over 35 years in our prof...”

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Lubbock Financial Services

(1)

“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

“As we watch events unfolding in Ukraine, it has rightly stirred up a storm of emotions for many of us that change day-to-day. Today was certainly no different, as I watched the heartbreaking video that Ukrainian President Zelensky shared with our mem...”

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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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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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Sam Law Financial

Individuals

“Sam is the best financial adviser”

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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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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 adviser. Fixed insurance produ...”

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Pennington Bass & Associates

(2)

“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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Johnston Wealth Management

“We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.”

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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...”

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Wellington State Wealth Management

“We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.”

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Castle Financial

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Average Cost	$3681
Minimum cost	$1227
Maximum cost	$10430
Avg Per Hour Rates	$369

Best Financial Advisors in Lubbock, TX

The highest-rated Financial Planning & Wealth Management companies out of 170 vetted & reviewed in the Lubbock area.

Bennett Bennett & Trice

Mason Warner & Company

Caprock Business Consulting

The Private Bank at Plainscapital

Caprock Financial Group

Amicus Financial Advisors

Greg Homesley, CPA

Green & Deckert

Golden Circle Financial Group

Alpha Capital Strategies

Winston Wealth Advisors

Evensky & Katz / Foldes Wealth Management

Lubbock Financial Services

Advisors Group

Peacefield Wealth Solutions

AIM Advisory Group

Sam Law Financial

Matthew Peck

Debra Hedgcoth - West Texas Investments

Pennington Bass & Associates

Johnston Wealth Management

Bonner & Smith

Wellington State Wealth Management

Castle Financial

Retirement Planning and Investment Management Services in Lubbock, TX Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lubbock

Popular in Lubbock