Best Financial Advisors in Gregg County, TX

We did the hard work of finding trustworthy partners in Gregg County, TX. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Gregg County, TX Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Lance Slaten, AAMS™
Location 2393 H G Mosley Pkwy Bldg 3, Longview, TX 75604, USA
Phone (903) 234-8087
Language https://www.edwardjones.com/us-en/financial-advisor/lance-slaten
Directions
Axis Private Wealth
Location 1401 W Loop 281, Longview, TX 75604, USA
Phone (903) 650-8656
Language http://www.axisprivatewealth.com/
Directions
Edward Jones - Financial Advisor: Matthew K Simcox
Location 4001 Technology Center Ste 404, Longview, TX 75605, USA
Phone (903) 663-2018
Directions
Jerry Martin - Raymond James
1 out of 5
Location 1800 W Loop 281, Longview, TX 75604, USA
Phone (903) 295-4250
Language https://www.raymondjames.com/tbtfinancial
Directions
Jon Cromer - Raymond James
Location 1800 TX-281 Loop Ste 100, Longview, TX 75604, USA
Phone (903) 295-4250
Language https://www.raymondjames.com/joncromer
Directions
Cheyenne Summers - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 911 W Loop 281 Ste 113, Longview, TX 75604, USA
Phone (903) 297-9800
Language https://www.ameripriseadvisors.com/team/sherwood-financial/financial-advice-team/Cheyenne.Summers/?cid=IP_local_yext
Directions
Morgan Stanley Financial Advisors
Location 911 W Loop 281 Suite 310, Longview, TX 75604, USA
Phone (903) 241-7500
Language https://advisor.morganstanley.com/longview-branch?y_source=1_MjM2MjAwNy03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Carr Capital, LLC
Location 406 E Magrill St, Longview, TX 75601, USA
Phone (903) 653-4792
Language http://www.carrcapitalllc.net/
Directions
Financial Advisors in Gregg County, TX

Where Certified Financial Advisors in Gregg County, TX Serve

Gregg County, TX is a vibrant and bustling region that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Longview Museum of Fine Arts to the sprawling East Texas Regional Airport, there is no shortage of notable sites to explore in this dynamic locale. The county is home to a diverse range of top employers, including the renowned Eastman Chemical Company, CHRISTUS Good Shepherd Health System, and the Longview Independent School District, which provide ample job opportunities for residents. Major highways and streets like Interstate 20, U.S. Route 80, and Loop 281 make it easy to navigate the area, while neighborhoods like Pine Tree, Spring Hill, and Judson offer a variety of housing options to suit every lifestyle. Whether you're a history buff, a nature lover, or a foodie, Gregg County has something to offer everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Gregg County, TX could greatly benefit from the guidance of a financial advisor. With a median household income of $47,000 and a poverty rate of 18.8%, many individuals in the county may struggle with managing their finances and planning for the future. A financial advisor can assist with creating a budget, setting financial goals, and developing a savings plan. Additionally, they can provide advice on investing, retirement planning, and insurance options. With the help of a financial advisor, residents of Gregg County can gain confidence in their financial decisions and work towards a more secure financial future.

Insurance Broker

Residents of Gregg County, TX can benefit greatly from the services of an insurance broker. With a population of over 120,000 people, the county is home to a diverse range of individuals with unique insurance needs. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that is tailored to their specific needs. This is particularly important in Gregg County, where the economy is largely driven by the oil and gas industry. Many residents work in this sector and may require specialized insurance coverage for their equipment and vehicles. An insurance broker can also help residents find affordable health insurance options, which is especially important in a state like Texas where healthcare costs can be high. Overall, an insurance broker can provide invaluable support to residents of Gregg County, helping them protect their assets and plan for the future.

Retirement Planning

Residents of Gregg County, TX can benefit greatly from the services of a retirement planner. Specifically, many residents in this area may have worked in industries such as oil and gas, which can provide high-paying jobs but also come with fluctuating markets and uncertain futures. A retirement planner can help these individuals navigate the complexities of retirement planning, including investing in stable and diversified portfolios, creating a budget to maximize savings, and understanding the tax implications of different retirement accounts. Additionally, a retirement planner can help residents in Gregg County, TX plan for healthcare costs, which can be especially important as the population ages. By working with a retirement planner, residents can feel more confident and secure in their financial futures.

Wealth Management

Residents of Gregg County, TX can benefit from the expertise of a wealth manager in a multitude of ways. Firstly, a wealth manager can assist with retirement planning, ensuring that residents are able to retire comfortably and maintain their standard of living. Additionally, a wealth manager can help residents with estate planning, ensuring that their assets are distributed according to their wishes and minimizing the tax burden on their loved ones. In a county like Gregg, which has a high poverty rate compared to the rest of Texas, a wealth manager can also help residents with budgeting and debt management, ensuring that they are able to build a solid financial foundation and achieve their long-term goals. Overall, a wealth manager can provide invaluable guidance and support to residents of Gregg County, helping them to achieve financial stability and security.

Mortgage Loan Officer

Residents of Gregg County, TX can benefit from the services of a mortgage loan officer in many ways. For instance, a mortgage loan officer can help residents of Gregg County, TX navigate the complex process of applying for a mortgage loan. They can also help residents of Gregg County, TX find the best mortgage loan options that fit their unique financial situation and needs. Additionally, a mortgage loan officer can provide valuable advice and guidance on how to improve credit scores and increase the chances of being approved for a mortgage loan. With the help of a mortgage loan officer, residents of Gregg County, TX can achieve their dream of homeownership and secure a stable future for themselves and their families.

Tax Services

Residents of Gregg County, TX can benefit greatly from the expertise of a tax advisor. With its diverse economy and growing population, the county presents unique tax challenges that require a professional's guidance. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring compliance and minimizing tax liability. This is especially important for small business owners and entrepreneurs who may need help with tax planning, bookkeeping, and payroll. Additionally, a tax advisor can assist individuals with tax preparation and filing, helping them maximize their deductions and credits. With the help of a tax advisor, residents of Gregg County can save time, money, and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of Gregg County, TX can benefit greatly from the services of an estate planning lawyer. One of the most common ways a lawyer can help is by creating a comprehensive estate plan that outlines a person's wishes for their assets and property after they pass away. This can include drafting a will, establishing trusts, and designating beneficiaries. In Gregg County, where the population is largely made up of retirees and older adults, having a solid estate plan in place can provide peace of mind for both the individual and their loved ones. Additionally, an estate planning lawyer can assist with healthcare directives, power of attorney, and other legal documents that can ensure a person's wishes are carried out in the event they become incapacitated. Overall, an estate planning lawyer can help residents of Gregg County protect their assets and ensure their legacy is preserved for future generations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Gregg County, TX

A financial advisor in Gregg County, TX can provide a range of financial advising services to individuals, families, and businesses. From retirement planning to investment management, a financial advisor can help clients navigate complex financial decisions and achieve their financial goals. In Gregg County, TX, where the economy is largely driven by the healthcare and education sectors, financial advisors can also provide specialized advice on healthcare and education-related investments. They can help clients understand the financial implications of healthcare costs and student loan debt, and develop strategies to manage these expenses. Additionally, with the county's growing population and demand for affordable housing, financial advisors can offer guidance on real estate investments and mortgage options. Overall, a financial advisor in Gregg County, TX can provide tailored financial advice that takes into account the unique economic factors and challenges of the region.

Gregg County, TX is the perfect place to get financial advising for a multitude of reasons. Firstly, the county boasts a diverse and thriving economy, making it an ideal location for individuals seeking financial guidance. With a range of industries, including healthcare, education, and manufacturing, there are numerous opportunities for financial growth and investment. Additionally, the county is home to a number of experienced financial advisors who are well-versed in the local economy and can provide tailored advice to suit individual needs. Furthermore, Gregg County is known for its strong sense of community, with residents and business owners alike working together to support each other's financial endeavors. This collaborative spirit creates a unique environment for financial advising, where clients can receive not only expert guidance but also the support and encouragement needed to achieve their financial goals. Overall, Gregg County, TX is an exceptional place to seek financial advising, offering a combination of economic opportunity, experienced advisors, and a supportive community that is hard to find elsewhere.