The highest-rated Financial Planning & Wealth Management companies out of 180 vetted & reviewed in the Midland area.
Learn how we score.
Prominent finalists A-Z in Midland
Aimee Valenzuela
Basin Wealth Management
Beseril Accounting
Campbell Securities
Cargile Investment Management
Cosner Financial Group
Dee K Carter
Donald Ruppanner CPA
Harlow & Harlow
Hughes Heath
Inwest Retirement Solutions
Kevin Foreman – Raymond James
Marc Garcia & Associates
Mesa Pointe Wealth
Permian Wealth Management
Private Wealth Asset Management
R C A Financial-Investment Services
Retire West Texas
Rydar Equities
Sands Finance
Sproles Woodard
Syntal Capital Partners
Titan Finance
Van Pearcy – Raymond James
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Carter Financial
(2)
Investment Services, Investing For Income Strategies, Financial Planning
“Very informative, knowledgeable and personable.”
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Sproles Woodard
Audit, Consulting, Tax
“The mission of our firm is to provide responsive, quality accounting and business services to clients; to develop new business opportunities by projecting our expertise and business knowledge; and to engender a workplace that enriches the professiona...”
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Van Pearcy - Raymond James
“Helping you pursue the big things in life is our business. Guided by our experience, we help you build, manage, and preserve your assets in a way that reflects your values and goals. Whether you want to provide for your family, support your community...”
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Permian Wealth Management
(4)
Services, Services
“I have used them exclusively for my money management for the past 20 years - they have handled my 401K, financial planning, investment, life insurance, retirement planning, and now college planning.”
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Aimee Valenzuela
(2)
“I've done business with many people in many aspects of my career and my business and I can say without hesitation that I find Aimee to be one of the most competent, dedicated and ethical business persons I have encountered and on a personal level, I ...”
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Syntal Capital Partners
“We help our clients distill the issues they are up against – and make sure they are asking the right questions. Many of our clients face transitions, often involving a liquidity event. We do more than help them monetize the opportunity, we help them ...”
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Inwest Retirement Solutions
Partners
“InWest partners with employers and financial advisors to design, communicate and administer retirement savings plans. We pursue innovative solutions that help our clients promote corporate objectives, control costs and give employees needed retiremen...”
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Cosner Financial Group
Businesses, Families and Individuals
“You deserve independent financial advice focused on your unique financial future. At Cosner Financial Group, we're not just planners, we're partners. We get to know you and your goals, so that we can guide you to the lifestyle you desire.”
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Mesa Pointe Wealth
“With over 30 years of experience in the industry, our team at Mesa Pointe Wealth is a blend of seasoned expertise and modern insight. We're not just financial advisors; we're your partners in ambition. Our professionals have been at the forefront of ...”
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Rydar Equities
“Cameron Rompal has an unapologetic passion for finance that started early in his teens! Going back to 1st grade, he presented his interests in Warren Buffet to his young classmates for "career day."He regards himself as having been fortunate to find ...”
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Basin Wealth Management
““When the market goes down, you lose money. But, when the market goes back up, you make it back. But, if you lose money to taxes, you're never getting that money back. That's a one-way street. That's why it's critical to have an advisor that has inve...”
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Donald Ruppanner CPA
“We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.”
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Private Wealth Asset Management
“Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the ...”
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Cargile Investment Management
Investment Management, Other Services, Financial Planning
“Our firm is led by Mickey Cargile, a nationally recognized expert on financial and economic issues. We use our deep knowledge of financial markets and investment management to help you achieve your long-term goals. By providing independent, trustwort...”
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Kevin Foreman - Raymond James
Services, Services
“Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Foreman Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.”
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R C A Financial-Investment Services
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Campbell Private Wealth Management
“Forty-six years of experience created our proprietary algorithm to guide our investment approach. Our objective is to protect and grow wealth, reducing the impact of human emotions with a systematic approach.”
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Marc Garcia & Associates
(24)
Strategic Business Planning, Bank Financing, Services For Individuals
“Very nice ,very professional, got in and out without any problems very helpful made me feel comfortable I highly recommend Marc Garcia and Associates”
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Beseril Accounting
(5)
Sole Proprietorships (Sched C)
“He helped us figure out what went wrong and went even further by providing us with information we needed.”
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Titan Finance
“The growth potential and success of your company is limitless. And as a business owner, you know all too well that cash flow is king. When your cash flow suffers due to unpaid invoices, so do your employees, your vendors, and your business.”
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Retire West Texas
“There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits...”
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Hughes Heath
(2)
“Always there when you need help”
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Harlow & Harlow
(2)
Business Services, Tax Services, Services For Individuals
“Can't thank David Harlow enough.”
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Sands Finance
(12)
Loan
“Great place to get a loan!”
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Retirement Planning and Investment Management Services in Midland, TX Cost Estimates