Best Financial Advisors in Wichita County, TX

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List of Firms

Wichita County, TX Fiduciary Financial Advisors

SEC File# 801-110092
CRD# 170002
5 out of 5
Location 2501 E Montgomery Pl, Wichita Falls, TX 76308, USA
Phone (940) 322-6277
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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First Command Financial Advisor - Brent Eaton
Location 4245 Kemp Blvd Suite 506, Wichita Falls, TX 76308, USA
Phone (940) 692-5901
Directions
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Dusty Sternadel - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 4245 Kemp Blvd Ste 804, Wichita Falls, TX 76308, USA
Phone (940) 228-5967
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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First Command
5 out of 5
Location 4245 Kemp Blvd Suite 506, Wichita Falls, TX 76308, USA
Phone (940) 692-5901
Directions
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Gregory Gray - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2629 Plaza Pkwy Ste A1, Wichita Falls, TX 76308, USA
Phone (940) 696-1396
Directions
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Edward Jones - Financial Advisor: Matthew Milhollon
Location 4214 Kell W Blvd #103, Wichita Falls, TX 76309, USA
Phone (940) 692-3880
Directions
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Ozanne Financial Services
Location 1308 10th St, Wichita Falls, TX 76301, USA
Phone (940) 761-4555
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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
3 out of 5
Location 2901 Garnett Ave Suite A-1, Wichita Falls, TX 76308, USA
Phone (940) 723-7354
Directions
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Texhoma Financial Services
5 out of 5
Location 2101 Kemp Blvd, Wichita Falls, TX 76309, USA
Phone (940) 766-3246
Directions
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Samuel Pak - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 719 Scott Ave Ste 700, Wichita Falls, TX 76301, USA
Phone (940) 691-2275
Directions
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Cornerstone Wealth Management Group
SEC File# 801-123282
CRD# 313269
Location 3508 McNiel Ave, Wichita Falls, TX 76308, USA
Phone (940) 687-0700
Directions
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Kevin O'Connell - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3801 Fairway Blvd, Wichita Falls, TX 76310, USA
Phone (940) 687-3127
Directions
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Edward Jones - Financial Advisor: Lee Gunter, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3705 Maplewood Ave, Wichita Falls, TX 76308, USA
Phone (940) 692-2942
Directions
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Leann Drake - Morgan Stanley
Location 3728 Maplewood Ave, Wichita Falls, TX 76308, USA
Phone (940) 696-7319
Directions
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ISC Group/ Live Money Advisor
Location 900 8th St Suite 316, Wichita Falls, TX 76301, USA
Phone (940) 781-6053
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Edward Jones - Financial Advisor: Jeff Henderson
SEC File# 801-3297
CRD# 250
Location 4700 Kell W Blvd, Wichita Falls, TX 76310, USA
Phone (940) 761-9794
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Warnock Wealth Management
5 out of 5
Location 4210 Kell W Blvd Suite 200, Wichita Falls, TX 76309, USA
Phone (940) 243-1264
Directions
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Morgan Stanley Financial Advisors
4 out of 5
Location 3728 Maplewood Ave, Wichita Falls, TX 76308, USA
Phone (940) 696-7300
Directions
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Edward Jones - Financial Advisor: Raymond Lopez
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2949 Southwest Pkwy Ste B, Wichita Falls, TX 76308, USA
Phone (940) 386-9402
Directions
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Edward Jones - Financial Advisor: Blake A Thomason
SEC File# 801-3297
CRD# 250
Location 12 Bartley Dr, Wichita Falls, TX 76310, USA
Phone (940) 696-8111
Time Monday: 7:30 AM – 4:30 AM Tuesday: 7:30 AM – 4:30 AM Wednesday: 7:30 AM – 4:30 AM Thursday: 7:30 AM – 4:30 AM Friday: 7:30 AM – 4:00 AM Saturday: Closed Sunday: Closed
Directions
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Crossvine A Financial Planning Firm
Location 2405 Kell E Blvd Suite 200, Wichita Falls, TX 76308, USA
Phone (940) 767-0303
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Brooks Financial Services
5 out of 5
Location 2629 Plaza Pkwy a2, Wichita Falls, TX 76308, USA
Phone (940) 691-6669
Directions
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Merrill Lynch Wealth Management Advisor Dustin Stanton
Location 4245 Kemp Blvd Suite 1000, Wichita Falls, TX 76308, USA
Phone (800) 234-0101
Directions
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Merrill Lynch Wealth Management Advisor Dell Stine
Location 4245 Kemp Blvd Suite 1000, Wichita Falls, TX 76308, USA
Phone (940) 696-6348
Directions
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Joseph McClure - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4245 Kemp Blvd Ste 804, Wichita Falls, TX 76308, USA
Phone (940) 228-5967
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 2405 Kell E Blvd Ste 200, Wichita Falls, TX 76308, USA
Phone (940) 767-0303
Directions
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Merrill Lynch Wealth Management Advisor Mark E Callender
Location 4245 Kemp Blvd Suite 1000, Wichita Falls, TX 76308, USA
Phone (940) 696-6305
Directions
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Investment and Asset Planning
Location 2110 Kemp Blvd, Wichita Falls, TX 76309, USA
Phone (940) 761-2527
Directions
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Debi Walters---Northwestern Mutual
Location 710 Lamar St #101, Wichita Falls, TX 76301, USA
Phone (940) 723-1282
Directions
Financial Advisors in Wichita County, TX

Where Certified Financial Advisors in Wichita County, TX Serve

Wichita County, TX is an intriguing and lively place, with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. The county is home to the stunning Wichita Mountains Wildlife Refuge, a natural haven for wildlife enthusiasts and hikers alike. Additionally, the county boasts the iconic Sheppard Air Force Base, a crucial training center for the US Air Force. As for top employers, Wichita County is home to a diverse range of companies, including the thriving United Regional Health Care System, the innovative and cutting-edge Wichita Falls Independent School District, and the dynamic and ever-growing city government. Not to mention, the county is also home to a number of small businesses and startups, which add to the vibrant and eclectic local economy. In terms of major highways and streets, Wichita County is situated at the intersection of several key routes, including US Highway 287, US Highway 82, and Interstate 44.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wichita County, TX can benefit greatly from the guidance of a financial advisor. With a median household income of $54,000, many families in the area may struggle to save for retirement, pay off debt, or plan for their children's education. A financial advisor can help residents create a personalized budget, invest in the right accounts, and make informed decisions about major purchases. Additionally, Wichita County is home to Sheppard Air Force Base, which employs thousands of military personnel and their families. A financial advisor can help these families navigate the unique financial challenges of military life, such as frequent moves and deployments. Overall, a financial advisor can provide invaluable support and guidance to residents of Wichita County, helping them achieve their financial goals and build a secure future.

Insurance Broker

Residents of Wichita County, TX can greatly benefit from the services of an insurance broker. With the unpredictable weather patterns in the area, such as frequent hailstorms and tornadoes, having the right insurance coverage for property damage is crucial. An insurance broker can help residents navigate the complex insurance market and find policies that offer comprehensive coverage for their homes and vehicles. Additionally, with the county being home to a large military base, an insurance broker can assist military families in finding the right insurance policies that meet their unique needs and requirements. Overall, an insurance broker can provide peace of mind for residents of Wichita County, TX by ensuring they have the proper insurance coverage to protect themselves and their assets in the event of unforeseen circumstances.

Retirement Planning

Residents of Wichita County, TX could benefit from the guidance of a retirement planner in a number of ways. For example, a retirement planner could help individuals in Wichita County navigate the complex world of retirement savings and investment options, ensuring that they are making informed decisions that are tailored to their specific needs and goals. Additionally, a retirement planner could help residents of Wichita County plan for unexpected expenses and emergencies, such as medical bills or home repairs, by creating a comprehensive financial plan that takes into account all of their assets, liabilities, and income sources. With its rapidly growing population and diverse economy, Wichita County presents unique challenges and opportunities for retirement planning, and a skilled retirement planner can help residents make the most of their financial resources and achieve their retirement goals.

Wealth Management

Residents of Wichita County, TX can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing financial planning advice and investment management. Wichita County, TX is home to a diverse population with various income levels and financial goals. A wealth manager can help individuals and families in the area create personalized financial plans that align with their unique circumstances and objectives. Additionally, a wealth manager can provide guidance on retirement planning, tax planning, and estate planning, which are all important considerations for residents of Wichita County, TX. By working with a wealth manager, individuals can gain peace of mind knowing that their finances are being managed effectively and efficiently.

Mortgage Loan Officer

Residents of Wichita County, TX could benefit greatly from the assistance of a mortgage loan officer. With a population of over 130,000 people, Wichita County is home to many individuals and families who are looking to purchase a home or refinance their existing mortgage. A mortgage loan officer can help these residents navigate the often complex process of securing a loan, ensuring that they are able to find the best possible terms and rates for their specific situation. Additionally, with the median home value in Wichita County being around $125,000, many residents may require additional financial assistance in order to make a down payment or cover closing costs. A mortgage loan officer can provide guidance on available programs and resources that can help residents achieve their dream of homeownership.

Tax Services

Residents of Wichita County, TX can benefit greatly from the expertise of a tax advisor. One specific way a tax advisor can help is by providing guidance on the tax implications of owning and operating a business in the county. Wichita County has a diverse economy with a strong presence in agriculture, oil and gas, and manufacturing industries. A tax advisor can assist business owners in navigating the complex tax laws and regulations specific to these industries, ensuring compliance and maximizing tax benefits. Additionally, with the recent changes to the federal tax code, a tax advisor can help residents of Wichita County navigate these changes and make informed decisions about their personal finances.

Estate Planning Lawyer

Residents of Wichita County, TX can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will. In Wichita County, where there is a large military presence due to the nearby Sheppard Air Force Base, having a will is especially important for service members and their families. An estate planning lawyer can also assist with setting up trusts, establishing powers of attorney, and creating healthcare directives. By working with an estate planning lawyer, residents of Wichita County can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Wichita County, TX