Smith County, TX Financial Advisors and Resources



Financial Advisor Firms in Smith County, TX


CONCORDE ASSET MANAGEMENT, LLC

Website

(903) 581-4036

1024 Pruitt Place

Tyler, TX 75703

SEC#: 801-74519
Years in Business: 9 years


How Retirement-Friendly is Smith County, TX?

  • Population: 227,449
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $165,900
  • Average Monthly Housing Cost: $925
  • Average Household Income: $77,878
  • 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.)


Smith County, TX Financial Advisor FAQs

Financial advisors are typically compensated with either a percentage of assets handled, or a set dollar amount for each hour they work.
Financial advisors act as a guide for clients to make appropriate financial choices. They do this through implementing an investment plan for the client.
Financial advisors help clients make educated wealth-management decisions. They offer guidance on benefits like saving for retirement, education or emergencies. They can offer personalized financial analysis to find ways to save on taxes and invest in the right securities at the best value.
Make sure they have a history of success in both treating individual needs as well as handling major decisions involving large amounts of money. Spend time getting to know potential advisors and try having candid conversations with them about all their experiences so far professionally.