Find a Financial Advisor in Gregg County, TX

 

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We did the hard work of finding trustworthy partners in Gregg County, TX.

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We Only Work With The Best Gregg County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Gregg County, TX


  • Financial Advisor Close to Gregg County, TX

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Gregg County, TX


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Gregg County, TX

We evaluated over 13,000 RIA firms to bring you the best of the best Gregg County financial advisors.
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How Retirement-Friendly is Gregg County, TX?

  • Population: 123,443
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $145,400
  • Average Monthly Housing Cost: $835
  • Average Household Income: $69,786
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)



The Top Financial Advisor Firms in Gregg County, TX

 

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(903) 297-7345

3400 W. Marshall Ave
Suite 401
Longview, TX 75604

SEC#: 801-79938
Years in Business: 7 years

 


Gregg County, TX Financial Advisor FAQs

Yes. They can help with income taxes, insurance products such as life insurance, long-term care for your loved ones, inheritance planning or charitable grants.
Financial advisors help individuals and organizations in a variety of ways ranging from managing investments to creating life strategies.
Find out if they're fiduciaries. Many financial advisors are only required to act in the best interest of their clients, but that's not ideal. You want one who is legally obligated to act with your best interests at the forefront of every decision they make for you.
The most common way advisors get paid outside of fee-only structures is commission. This means that they receive a percentage of your transactions or investments.