Best Financial Advisors in Smith County, TX

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Smith County, TX Fiduciary Financial Advisors

Financial Synergies Wealth Advisors
SEC File# 801-30106
CRD# 105643
Location 100 Independence Pl Suite 402, Tyler, TX 75703, USA
Phone (903) 258-9600
Thomas Smith - RBC Wealth Management Branch Director
Location 1347 Dominion Plaza, Tyler, TX 75703, USA
Phone (903) 533-1090
Edward Jones - Financial Advisor: R. Glen Smith, AAMS™
SEC File# 801-3297
CRD# 250
Location 1397 Dominion Plaza Suite 130, Tyler, TX 75703, USA
Phone (903) 509-1004
Joel P Adams - Raymond James
Location 1201 S Beckham Ave, Tyler, TX 75701, USA
Phone (903) 533-7300
Adams Financial Group
Location 6643 Oak Hill Blvd, Tyler, TX 75703, USA
Phone (903) 595-4236
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About Smith County, TX

Smith County is located in the eastern part of Texas, north of Tyler and south of Dallas. The county seat is Tyler, and it is named for James Smith, a signer of the Texas Declaration of Independence. The population of Smith County is approximately 220,000 people. Some major landmarks in Smith County include the Caldwell Zoo, the Center for Earth and Space Science Education, and Rose Rudman Trail. The top employers in the area are Christus Trinity Mother Frances Health System, Walmart, and Tyler Independent School District. Major highways and streets in the area include US Highway 271, State Highway 155, and Loop 323. Some neighborhoods in the area include Lindale, Flint, and Bullard.

Where Certified Financial Advisors in Smith County, TX Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Smith County, TX is a rural county located in the eastern part of the state. The county has a population of just over 60,000 people and is home to a number of small towns. The largest town in the county is Tyler, which is also the county seat.The economy of Smith County is based largely on agriculture and ranching. However, the county also has a growing manufacturing sector. Major employers in the area include Tyler Pipe Industries and STIHL USA.Banks are an important part of the local economy and provide a number of services to residents and businesses in Smith County. These services include checking and savings accounts, loans, credit cards, and investment advice.

Insurance Broker

Smith County, TX residents can benefit greatly from working with an insurance broker. An insurance broker can help you find the best policy for your needs and will work to make sure you are fully covered. They also offer a variety of other services, such as helping you file claims and providing advice on how to protect your home or business.

Retirement Planning

Smith County, TX residents can benefit greatly from retirement planning with the help of a financial advisor. Financial advisors can help individuals save for retirement and make sound investment decisions that will provide them with a comfortable retirement. By working with a financial advisor, Smith County, TX residents can feel confident that they are on track to have the retirement they always dreamed of.

Wealth Management

Smith County, TX residents can benefit from wealth management in a number of ways. By working with a wealth manager, individuals and families can develop a plan that will help them grow their assets and protect their finances. In addition, wealth management can help Smith County residents save money on taxes and ensure that they are making sound financial decisions.

Estate Planning Lawyer

Estate planning lawyers in Smith County, TX can help residents create wills and trusts that will ensure their assets are distributed according to their wishes after they die. They can also help residents set up guardianship arrangements for their children in the event that both parents die simultaneously. And if a resident becomes incapacitated, an estate planning lawyer can help appoint a conservator to manage his or her affairs.

Mortgage Loan Officer

Mortgage loan officers in Smith County, TX can help residents by providing them with the best rates and options for their mortgage. By working with a reputable and experienced loan officer, residents can get the best deal on their home and be more confident in the buying process.

Tax Services

Tax accountants can help Smith County, TX residents by filing their taxes and helping them to understand the tax code. They can also help residents to find deductions and credits that they qualify for. Tax accountants can help residents to get the most out of their tax return, and they can also help them to plan for the future.


FAQs About Personal Financial Advisors in Smith County, TX