Best Financial Advisors in Texarkana, TX

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List of Firms

Texarkana, TX Fiduciary Financial Advisors

Carroll Advisory Group
5 out of 5
Location 4203 Richmond Pl, Texarkana, TX 75503, USA
Phone (903) 793-4014
Directions
Magnolia Advisor Group - Ameriprise Financial Services, LLC
Location 4412 Texas Blvd, Texarkana, TX 75503, USA
Phone (870) 234-8652
Directions
Flanagan Andrus
5 out of 5
Location 5524 Christus Dr, Texarkana, TX 75503, USA
Phone (903) 838-5554
Directions
Stroud FInancial LLC
5 out of 5
Location 4520 Summerhill Rd, Texarkana, TX 75503, USA
Phone (903) 735-9845
Directions
Edward Jones - Financial Advisor: Patrick B Dodd
Location 4650 Summerhill Rd, Texarkana, TX 75503, USA
Phone (903) 792-1074
Directions
Edward Jones - Financial Advisor: Gary G Klein, AAMS™
Location 3314 Richmond Rd, Texarkana, TX 75503, USA
Phone (903) 831-5727
Directions
Forrest E Jeffrey Insurance & Annuities
Location 2605 Texas Blvd #900, Texarkana, TX 75503, USA
Phone (870) 773-1700
Directions
McFadden Henry L
5 out of 5
Location 4602 Summerhill Rd, Texarkana, TX 75503, USA
Phone (903) 793-0102
Directions
Magness Financial Group
4 out of 5
Location 300 N State Line Ave, Texarkana, AR 71854, USA
Phone (870) 772-2468
Directions
Brian Hawthorne - Thrivent
Location 216 Olive St, Texarkana, AR 71854, USA
Phone (903) 280-2386
Directions
Wade Boyette - Raymond James
Location 2403 Moores Ln, Texarkana, TX 75503, USA
Phone (903) 401-8689
Directions
Financial Advisors in Texarkana, TX

Where Certified Financial Advisors in Texarkana, TX Serve

Texarkana, TX is a bustling city located on the border of Texas and Arkansas. With a rich history and diverse culture, Texarkana boasts a plethora of landmarks that are sure to impress visitors and locals alike. From the stunning Perot Theatre to the historic Ace of Clubs House, there is no shortage of architectural marvels to explore. In terms of employment, Texarkana is home to a variety of top employers, including Cooper Tire & Rubber Company, Red River Army Depot, and the Christus St. Michael Health System. These companies provide ample job opportunities for residents and contribute greatly to the local economy. When it comes to transportation, Texarkana is conveniently located near several major highways, including I-30, I-49, and US-59. Additionally, the city is home to a number of bustling streets, such as State Line Avenue and Richmond Road, which are lined with shops, restaurants, and other attractions.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Texarkana, TX can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized budget that takes into account the unique cost of living in Texarkana. With its location on the border of Texas and Arkansas, residents may face different tax laws and expenses compared to other cities in the state. A financial advisor can also provide advice on retirement planning, investment strategies, and debt management to help residents achieve their financial goals. By working with a financial advisor, residents of Texarkana can feel more confident in their financial decisions and have a better understanding of how to navigate the financial landscape of their community.

Insurance Broker

Residents of Texarkana, TX can benefit greatly from the services of an insurance broker. The city is located on the border of Texas and Arkansas, which can make finding the right insurance coverage a bit more complicated. An insurance broker can help residents navigate the different insurance requirements and options in both states. Additionally, Texarkana is home to a number of industries, including healthcare, manufacturing, and retail. An insurance broker can help business owners in these industries find the right coverage for their unique needs, whether it's liability insurance, workers' compensation, or property insurance. With the help of an insurance broker, residents of Texarkana can have peace of mind knowing that they have the right coverage to protect themselves and their assets.

Retirement Planning

Residents of Texarkana, TX can benefit greatly from the services of a retirement planner. With its unique location on the border of Texas and Arkansas, Texarkana residents face different tax laws and regulations than those in other parts of the state. A retirement planner can help navigate the complexities of these laws and ensure that residents are taking full advantage of any available tax breaks. Additionally, a retirement planner can help residents create a personalized retirement plan that takes into account their specific financial goals and needs. This can include strategies for maximizing Social Security benefits, managing investment portfolios, and minimizing taxes. By working with a retirement planner, residents of Texarkana can feel confident that they are on track to achieve their retirement goals and enjoy a financially secure future.

Wealth Management

Residents of Texarkana, TX could benefit from the guidance of a wealth manager in a number of ways. One specific area where a wealth manager could be particularly helpful is in managing the unique tax implications that come with living in a city that straddles two states. With half the city in Texas and half in Arkansas, residents may find themselves subject to different tax laws and regulations depending on which side of the city they live in. A wealth manager could help navigate these complexities and ensure that residents are taking advantage of all available tax benefits and avoiding any potential pitfalls. Additionally, a wealth manager could provide guidance on investment strategies, retirement planning, and other financial matters to help residents achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Texarkana, TX could benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure a mortgage to purchase a home or refinance an existing mortgage. One specific challenge that residents of Texarkana may face is the need for a jumbo loan. Due to its location on the border of Texas and Arkansas, Texarkana is considered a rural area by the federal government. This means that residents may need a jumbo loan to purchase a home that exceeds the conforming loan limits set by Fannie Mae and Freddie Mac. A mortgage loan officer can help residents navigate this process and find a lender who specializes in jumbo loans. Additionally, they can provide guidance on the various loan options available and help residents choose the one that best fits their financial situation.

Tax Services

Residents of Texarkana, TX can benefit greatly from the assistance of a tax advisor. With the unique tax laws and regulations in Texas, a tax advisor can provide valuable guidance on how to minimize tax liability and maximize refunds. In addition, residents of Texarkana may have specific tax concerns related to their state's proximity to the Arkansas border. A tax advisor can provide guidance on how to navigate the complexities of filing taxes in two states. They can also assist with tax planning for residents who work in one state but live in the other. Overall, a tax advisor can help residents of Texarkana, TX save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Texarkana, TX residents can benefit greatly from the services of an estate planning lawyer in a number of ways. For example, an estate planning lawyer can help them create a will or trust that outlines how their assets will be distributed after they pass away. This is especially important in Texarkana, where many residents own property or have other assets that they want to pass down to their loved ones. Additionally, an estate planning lawyer can help residents plan for incapacity by creating powers of attorney and healthcare directives that designate someone to make decisions on their behalf if they become unable to do so. Overall, an estate planning lawyer can provide peace of mind for Texarkana residents by ensuring that their wishes are carried out and their loved ones are taken care of.

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