Best Financial Advisors in Lubbock, TX

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List of Firms

Lubbock, TX Fiduciary Financial Advisors

Edward Jones - Financial Advisor: James E Shirey
SEC File# 801-3297
CRD# 250
Location 11911 Frankford Ave Suite 200, Lubbock, TX 79424, USA
Phone (806) 792-9777
Edward Jones - Financial Advisor: Anna E Reyes
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5409 4th St Suite 0, Lubbock, TX 79416, USA
Phone (806) 792-8411
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Heath Brown
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3301 98th St Suite 600, Lubbock, TX 79423, USA
Phone (806) 745-0181
Edward Jones - Financial Advisor: Janet Bates, AAMS¿
SEC File# 801-3297
CRD# 250
Location 10507 Quaker Ave Suite 107, Lubbock, TX 79424, USA
Phone (806) 797-1363
Pennington Bass & Associates

5 out of 5

Location 7818 Orlando Ave, Lubbock, TX 79423, USA
Phone (806) 797-8349
Edward Jones - Financial Advisor: Daniel C Castro
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5206 82nd St #3, Lubbock, TX 79424, USA
Phone (806) 698-8577
Edward Jones - Financial Advisor: Kyle Motheral
SEC File# 801-3297
CRD# 250
Location 6102 Chicago Ave Suite 200, Lubbock, TX 79424, USA
Phone (806) 783-3072
Edward Jones - Financial Advisor: Kathy Moeller, CRPC®
SEC File# 801-3297
CRD# 250

1 out of 5

Location 4903 82nd St Suite 40, Lubbock, TX 79424, USA
Phone (806) 798-6225
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About Lubbock, TX

Lubbock, Texas is a city located in the northwestern part of the state. It is the county seat of Lubbock County and the home of Texas Tech University. Some of the city's landmarks include the Buddy Holly Center, the Texas Tech University Health Sciences Center, and Mackenzie Park. The top employers in Lubbock are Texas Tech University, Baptist St. Anthony's Health System, and United Supermarkets. Major highways and streets in Lubbock include Interstate 27, U.S. Route 84, and Avenue Q. The neighborhoods in Lubbock include Depot District, South Lubbock, and North End.

Where Certified Financial Advisors in Lubbock, TX Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, and in Lubbock, TX, residents can take advantage of all that banks have to offer. One service that banks provide is the ability for customers to open checking and savings accounts. In addition, banks also offer loans, mortgages, and credit cards. Residents in Lubbock can also take advantage of the many ATMs located throughout the city.

Insurance Broker

Lubbock, TX residents can get help from insurance brokers when they are looking for the best rates on car insurance.Brokers have access to a variety of policies from different companies, and they can compare rates to find the best deal for their clients. They also work with agents who can provide additional coverage, such as collision and comprehensive insurance, and help drivers file claims if they need to make a claim.

Retirement Planning

Financial advisors in Lubbock, TX can help residents with all aspects of retirement planning. This includes helping to create a budget, choosing the right investments, and ensuring that retirees have enough money saved to cover their costs. Financial advisors can also help retirees stay on track with their retirement goals, and make sure that they are making the most of their resources.

Wealth Management

Lubbock, TX residents can benefit from wealth management in a number of ways. Wealth management can help individuals and families make the most of their money by providing comprehensive financial planning and advice. Wealth management services can also help investors grow their assets over time, protect their finances during tough times, and prepare for retirement.

Estate Planning Lawyer

If you live in Lubbock, TX and have an estate (assets and possessions worth more than $200,000), then you need to have an estate plan. An estate plan is a document that details how your assets will be distributed after your death. It also appoints someone to manage your affairs if you become incapacitated.If you don't have an estate plan, then the state of Texas will distribute your assets according to its intestate succession laws. These laws are very complex, and they may not reflect your wishes. Therefore, it's important to consult with an estate planning lawyer who can create a custom estate plan for you.

Mortgage Loan Officer

Mortgage loan officers in Lubbock, TX can help residents save money and get the best deals on mortgages. They can also help people find the best mortgage for their needs, and provide advice on home buying. Mortgage loan officers are a valuable resource for anyone looking to buy a home in Lubbock, TX.

Tax Services

Residents of Lubbock, TX can benefit from the services of tax accountants. These professionals can help taxpayers understand their tax obligations and file returns in a timely manner. Tax accountants can also provide advice on how to reduce taxes owed and maximize deductions.


FAQs About Personal Financial Advisors in Lubbock, TX