Retirement Planning in Midland, TX

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Top Retirement Planners in Midland, TX

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Judy Galbraith - RBC Wealth Management Financial Advisor
1 out of 5
Location 550 W Texas Ave Suite 120, Midland, TX 79701, USA
Phone (432) 687-8960
Directions
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Cindy High - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 310 W Wall St Ste 403, Midland, TX 79701, USA
Phone (432) 687-9873
Directions
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Cerity Partners
SEC File# 801-66159
CRD# 139347
Location 3100 N A St Bldg B, Ste 125, Midland, TX 79705, USA
Phone (432) 570-1305
Directions
SEC File# 801-10970
CRD# 6413
Location 407 N Big Spring St # 230, Midland, TX 79701, USA
Phone (432) 686-2420
Directions
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Galbraith Investment Group
Location 550 W Texas Ave Suite 120, Midland, TX 79701, USA
Phone (432) 687-8960
Directions
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Merrill Lynch Wealth Management Advisor Brett Riley
Location 300 N Marienfeld St 8th Floor, Suite 800, Midland, TX 79701, USA
Phone (432) 685-4462
Directions
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Permian Wealth Management
5 out of 5
Location 708 W Scharbauer Dr suite a-4, Midland, TX 79705, USA
Phone (432) 570-1450
Directions
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Beyond Balanced Financial Planning
5 out of 5
Location 223 W Wall St Suite 215, Midland, TX 79701, USA
Phone (432) 219-8050
Directions
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Morgan Stanley Financial Advisors
1 out of 5
Location 6 Desta Dr Ste 1900, Midland, TX 79705, USA
Phone (432) 685-1234
Directions
SEC File# 801-57434
CRD# 11025
5 out of 5
Location 508 W Wall St Suite 1050, Midland, TX 79701, USA
Phone (432) 684-7335
Directions
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Edward Jones - Financial Advisor: Tom Hill, AAMS™
SEC File# 801-3297
CRD# 250
Location 2602 W Kansas Ave, Midland, TX 79701, USA
Phone (432) 689-0886
Directions
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Merrill Lynch Wealth Management
Location 300 N Marienfeld St 8th Floor, Suite 800, Midland, TX 79701, USA
Phone (432) 685-4400
Directions
SEC File# 801-64513
CRD# 116982
Location 415 W Wall St # 2200, Midland, TX 79701, USA
Phone (432) 617-1394
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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INTUITIVE SOLUTIONS - Commercial Insurance & Wealth Strategies, LLC
Location 2101 W Wadley Ave Suite 201, Midland, TX 79705, USA
Phone (432) 638-6409
Directions
Retirement Planning in Midland, TX

About Midland, TX for Those Planning to Retire

Midland, TX is a city of contrasts and contradictions, where the rugged beauty of the West meets the sleek sophistication of modern life. From the towering oil derricks that dot the horizon to the gleaming skyscrapers that rise above the city's bustling streets, Midland is a place of constant change and evolution. At the heart of the city lies downtown Midland, a vibrant hub of activity that is home to some of the city's most iconic landmarks, including the Petroleum Building, the Midland County Courthouse, and the Yucca Theatre. But beyond the downtown core, Midland is a city of diverse neighborhoods, each with its own unique character and charm. Some of the top employers in Midland include oil and gas companies like Chevron, Occidental Petroleum, and Pioneer Natural Resources, as well as healthcare providers like Midland Memorial Hospital and the Midland Independent School District.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Midland, TX can benefit from a bank in various ways. For instance, with the city being the heart of the Permian Basin, a bank can help residents invest in the oil and gas industry that drives the local economy. Additionally, the bank can offer loans for small businesses that are looking to set up shop in the city. Furthermore, with the city's hot and dry climate, residents can benefit from a bank that offers loans for home improvement projects such as installing energy-efficient air conditioning systems. Lastly, the bank can provide financial education to residents, especially those who are new to the city, on how to manage their finances in a way that aligns with the city's cost of living.

Insurance Broker

Residents of Midland, TX can greatly benefit from the services of an insurance broker. With the city's economy heavily reliant on the oil and gas industry, many individuals and businesses require specialized insurance coverage that can be difficult to navigate on their own. An experienced insurance broker can help Midland residents find the right policies to protect their assets and mitigate risks unique to the area, such as oil field accidents and natural disasters like tornadoes and hailstorms. Additionally, brokers can assist with navigating the complexities of healthcare insurance, which can be especially important in a city where healthcare costs are often higher than average due to the limited number of providers. Overall, an insurance broker can provide Midland residents with peace of mind and financial security in a city where unexpected events are not uncommon.

Wealth Management

Residents of Midland, TX can benefit from the services of a wealth manager in various ways. With the city being the heart of the Permian Basin, one of the most prolific oil-producing regions in the world, a wealth manager can help residents navigate the ups and downs of the energy industry. They can provide strategies to protect and grow wealth, especially during times of market volatility. Additionally, a wealth manager can help residents plan for retirement, manage their investments, and create a legacy for their families. With the city's high cost of living, a wealth manager can also assist in managing expenses, setting financial goals, and creating a budget that aligns with the residents' lifestyle. In short, a wealth manager can help residents of Midland, TX achieve their financial objectives and secure their financial future.

Financial Advisor

Residents of Midland, TX can greatly benefit from the services of a financial advisor. With the city's economy heavily reliant on the oil and gas industry, a financial advisor can help residents navigate the volatility of the industry and plan for potential downturns. Additionally, with the high cost of living in Midland, a financial advisor can assist in creating a budget and finding ways to save money. They can also provide guidance on investing in the local real estate market, which has seen a recent boom due to the influx of workers in the oil and gas industry. A financial advisor can also help residents plan for retirement, which can be especially important for those who work in industries with a high risk of layoffs or downsizing. With their expertise, a financial advisor can provide valuable insight and guidance to help Midland residents achieve their financial goals.

Mortgage Loan Officer

Residents of Midland, TX would greatly benefit from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of mortgage lending and find the best loan options to meet their unique needs. With a deep understanding of the local real estate market, a mortgage loan officer can help residents secure financing for their dream home or investment property. In particular, residents of Midland, TX may face challenges when it comes to securing a mortgage due to the high demand for housing in the area. A mortgage loan officer can help residents navigate these challenges and find the best loan options to meet their needs, whether they are first-time homebuyers or experienced investors. With their bursty and complex approach, mortgage loan officers can provide invaluable support to residents of Midland, TX as they navigate the often overwhelming process of securing a mortgage.

Tax Services

Residents of Midland, TX could greatly benefit from the guidance of a tax advisor in a variety of ways. For instance, as a hub for the oil and gas industry, Midland residents often have unique tax situations that require specialized knowledge and expertise. A tax advisor can help these individuals navigate the complex tax laws surrounding the industry, ensuring they are taking advantage of all available deductions and credits. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, many Midland residents may be struggling financially and in need of advice on how to minimize their tax burden. A tax advisor can provide valuable insights on strategies such as tax-loss harvesting and retirement account contributions to help individuals save money and maximize their financial stability. Overall, the assistance of a tax advisor can be crucial for Midland residents looking to navigate the intricacies of the tax code and secure their financial future.

Estate Planning Lawyer

Residents of Midland, TX can greatly benefit from the services of an estate planning lawyer. With the city's booming oil and gas industry, many residents have amassed significant wealth and assets that require careful planning and management. An estate planning lawyer can assist with the creation of wills, trusts, and other legal documents to ensure that these assets are distributed according to the client's wishes. Additionally, the lawyer can provide guidance on tax planning and asset protection strategies to minimize the impact of estate taxes and potential legal liabilities. With the unique complexities of the Midland, TX economy, an experienced estate planning lawyer can provide invaluable assistance to residents looking to secure their financial future and protect their assets for future generations.

Midland, TX Financial Resources

Midland, TX Chamber of Commerce

https://www.midlandtxchamber.com/

Midland, TX City Hall

https://www.midlandtexas.gov/

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