Best Financial Advisors in Smith County, TX

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List of Firms

Smith County, TX Fiduciary Financial Advisors

Adams Financial Group
Location 6643 Oak Hill Blvd, Tyler, TX 75703, USA
Phone (903) 595-4236
Language http://www.adamsfinancialgroup.com/
Directions
Edward Jones - Financial Advisor: R. Glen Smith, AAMS™
Location 1397 Dominion Plaza Suite 130, Tyler, TX 75703, USA
Phone (903) 509-1004
Language https://www.edwardjones.com/us-en/financial-advisor/glen-smith?y_source=1_OTY0NjI2LTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
Financial Synergies Wealth Advisors
Location 100 Independence Pl Suite 402, Tyler, TX 75703, USA
Phone (903) 258-9600
Language https://www.financialadvisortylertx.com/
Directions
Thomas Smith - RBC Wealth Management Branch Director
Location 1347 Dominion Plaza, Tyler, TX 75703, USA
Phone (903) 533-1090
Language https://us.rbcwealthmanagement.com/thomas.smith?utm_source=GMB&utm_medium=Yext
Directions
Joel P Adams - Raymond James
Location 1201 S Beckham Ave, Tyler, TX 75701, USA
Phone (903) 533-7300
Language https://www.raymondjames.com/southsidebank
Directions
Financial Advisors in Smith County, TX

Where Certified Financial Advisors in Smith County, TX Serve

Smith County, TX is a vibrant and bustling area situated in the heart of East Texas. From its towering landmarks to its thriving neighborhoods, this region is a hub of activity and excitement. One of the most notable landmarks in Smith County is the Tyler Rose Garden, a stunning botanical oasis that boasts over 30,000 rose bushes and attracts visitors from all over the world. Other noteworthy landmarks include the historic Goodman-LeGrand House and Museum, the Caldwell Zoo, and the Tyler Museum of Art. As for top employers, Smith County is home to a diverse range of businesses and industries, including healthcare, education, and manufacturing. Some of the largest employers in the region include UT Health East Texas, Tyler Junior College, and Trane Technologies. When it comes to major highways and streets, Smith County is well-connected to the rest of Texas and beyond. The region is intersected by several major highways, including Interstate 20, US Highway 69, and State Highway 31.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Smith County, TX could benefit from the guidance of a financial advisor in several ways. One of the most common ways is by creating a personalized budget plan that takes into account the cost of living in the area. Smith County is known for its low cost of living, but that doesn't mean residents shouldn't be cautious with their finances. A financial advisor can help them prioritize their expenses and create a plan to save for emergencies, retirement, or other financial goals. Additionally, residents may need assistance with investing in the local economy, which is heavily focused on healthcare, education, and retail. A financial advisor can help them make informed decisions about investing in these industries and other local opportunities. Overall, a financial advisor can provide valuable guidance to Smith County residents in navigating their financial future.

Insurance Broker

Residents of Smith County, TX can benefit greatly from the services of an insurance broker. With the county's high incidence of severe weather, including tornadoes and hailstorms, homeowners insurance is a must-have for many residents. An insurance broker can help them navigate the complex world of insurance policies, find the best coverage for their needs, and ensure that they are fully protected in the event of a disaster. Additionally, with a large number of small business owners in the county, commercial insurance is another area where an insurance broker can be invaluable. From liability insurance to workers' compensation, a broker can help business owners find affordable coverage that will protect their livelihoods. Overall, an insurance broker can provide peace of mind and financial security to residents of Smith County, TX.

Retirement Planning

Residents of Smith County, TX can benefit greatly from the expertise of a retirement planner. With a population of over 230,000 people, Smith County offers a unique set of challenges and opportunities for those nearing retirement age. A retirement planner can help residents navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, a retirement planner can help residents of Smith County take advantage of the many resources available to them, such as the local senior centers, healthcare facilities, and social services. With the help of a skilled retirement planner, residents of Smith County can ensure that they are financially secure and able to enjoy their golden years to the fullest.

Wealth Management

Residents of Smith County, TX can benefit greatly from the services of a wealth manager. With a population of over 200,000 people, Smith County is a rapidly growing community that is home to many individuals and families who are looking to build and preserve their wealth. A wealth manager can help residents of Smith County by providing guidance on how to invest their money wisely, manage their finances, and plan for their future. For example, a wealth manager can help residents of Smith County navigate the complex world of retirement planning, which can be especially challenging given the state's lack of a state income tax. Additionally, a wealth manager can provide advice on how to manage risk and diversify investments, which is particularly important in an area that is prone to natural disasters like hurricanes and tornadoes. Overall, a wealth manager can be a valuable resource for anyone in Smith County who is looking to build and protect their wealth for the long term.

Mortgage Loan Officer

Residents of Smith County, TX can benefit from the services of a mortgage loan officer in many ways. For instance, a mortgage loan officer can help residents secure a loan to purchase their dream homes. With the high cost of living in Smith County, TX, it can be challenging for residents to save up enough money to buy a house outright. A mortgage loan officer can help them navigate the complex process of obtaining a mortgage and guide them through the different types of loans available. Additionally, a mortgage loan officer can help residents refinance their existing mortgages to take advantage of lower interest rates or to access their home's equity to pay for major expenses such as home renovations or college tuition. With the help of a mortgage loan officer, residents of Smith County, TX can achieve their homeownership goals and improve their financial stability.

Tax Services

Residents of Smith County, TX can benefit greatly from the expertise of a tax advisor. With a population of over 230,000, there are many individuals and businesses in the area that could use assistance in navigating the complex world of taxes. One specific way that a tax advisor could help residents of Smith County is by providing guidance on how to take advantage of the state's Homestead Exemption. This exemption allows homeowners to reduce the taxable value of their property by up to $25,000, resulting in lower property taxes. A tax advisor could help ensure that residents are aware of this exemption and are taking advantage of it, potentially saving them hundreds or even thousands of dollars each year.

Estate Planning Lawyer

Residents of Smith County, TX can benefit greatly from the services of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Smith County, which has a large population of retirees and elderly residents. An estate planning lawyer can help these individuals create trusts, wills, and other legal documents that protect their assets and provide for their loved ones after they pass away. Additionally, an estate planning lawyer can help residents of Smith County navigate complex tax laws and minimize their tax liabilities, which can be especially important for those with significant assets. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents of Smith County are able to leave a lasting legacy for their families and loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Smith County, TX

Financial advisors in Smith County, TX can provide a wide range of financial advising services to their clients. These services include investment planning, retirement planning, tax planning, estate planning, and risk management. One specific aspect of Smith County, TX that financial advisors may need to consider when providing financial advice is the county's rapidly growing population. With a population of over 230,000 people, Smith County is one of the fastest-growing counties in Texas. This growth presents unique financial challenges and opportunities for individuals and businesses in the area. Financial advisors in Smith County must stay up-to-date on local economic trends and regulations to provide their clients with the most effective financial advice possible.

Smith County, TX is a top-notch destination for financial advising, thanks to its diverse range of financial institutions and professionals who are well-versed in the intricacies of the financial world. With a population of over 230,000, Smith County is home to a thriving economy that is supported by a robust banking and finance sector. The county boasts a wide array of financial services, including investment management, financial planning, and wealth management, to name a few. What sets Smith County apart from other regions is its emphasis on community banking, which fosters strong relationships between clients and their financial advisors. This personalized approach to financial advising ensures that clients receive tailored advice that is specific to their unique needs and goals. Additionally, the county's financial professionals are highly qualified and experienced, with many holding advanced degrees and certifications in finance, accounting, and related fields. Overall, Smith County, TX is the ideal destination for anyone seeking expert financial advice in a welcoming and supportive community.