Wealth Management in Lubbock, TX

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Lubbock, TX Wealth Management Firms

Merrill Lynch Wealth Management
5 out of 5
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4000
LoneStar Wealth Management
5 out of 5
Location 10210 Frankford Ave Suite 220, Lubbock, TX 79424, USA
Phone (806) 765-8444
Evensky & Katz / Foldes Wealth Management
Location Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423, USA
Phone (806) 747-7995
Merrill Lynch Wealth Management Advisor Kyle Fulton
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4023
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 1500 Broadway St Suite 200, Lubbock, TX 79401, USA
Phone (806) 793-4703
Merrill Lynch Wealth Management Advisor Risa L Jones
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4060
Merrill Lynch Wealth Management Advisor Thomas Todd Thompson
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4047
Alpha Capital Strategies
5 out of 5
Location 5004 122nd Street, Lubbock, TX 79424, USA
Phone (806) 300-0401
Matthew Peck
Location 3814 24th St #1814, Lubbock, TX 79410, USA
Phone (806) 392-4405
Merrill Lynch Wealth Management Advisor Chris Lane
5 out of 5
Location 2510 Marsha Sharp Fwy W, Lubbock, TX 79415, USA
Phone (806) 741-4064
Northwestern Mutual Financial
Location 2230 Indiana Ave, Lubbock, TX 79410, USA
Phone (414) 271-1444
West Texas Investments
Location 7021 Kewanee Avenue #6-103, Lubbock, TX 79424, USA
Phone (806) 687-5257
Wealth Management in Lubbock, TX

Where Wealth Management Advisors in Lubbock, TX Serve

Lubbock, Texas is located in the northwestern part of the state and is the county seat of Lubbock County. The city was founded in 1876 by Augustus Chapman Allen and John Kirby Allen and has a population of over 250,000 people. Some of the major landmarks in Lubbock include the National Ranching Heritage Center, Mackenzie Park, and the Lubbock Lake Landmark. The top employers in Lubbock are Texas Tech University, Covenant Health System, and United Supermarkets. Some of the major highways and streets in Lubbock include I-27, US-84, and Loop 289. Some of the neighborhoods in Lubbock include Slaton Heights, Western Hills, and South Lubbock.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Lubbock, TX offer a variety of services to their customers. Some of these services include check cashing, money orders, and bill pay. They also offer a wide variety of loans, including personal loans, car loans, and home mortgages. Most banks also have ATMs on site for customer convenience.

Retirement Planning

Lubbock, TX is a great place to retire. There are many activities and attractions to keep you busy, as well as a thriving community of retirees who can help you get settled in. One important factor to consider when planning your retirement, however, is the cost of living in Lubbock. The city has a cost of living that is below the national average, making it a more affordable place to live than many other cities. However, healthcare and housing costs are both above the national average. If you are considering retiring in Lubbock, be sure to budget for these higher costs.

Tax Services

A tax accountant in Lubbock, TX is responsible for preparing and filing taxes for individuals and businesses. They must be familiar with the current tax laws and regulations, as well as the various deductions and credits available. Tax accountants may also provide consulting services to help clients reduce their tax liability.

Financial Advisor

A financial advisor in Lubbock, TX helps people save and invest money. They can provide guidance on which investments are best for a person's needs, and help them stay on track with their financial goals. Financial advisors can also offer advice on insurance, retirement planning, and other financial matters.

Insurance Broker

An insurance broker in Lubbock, TX helps people find the best insurance policies for their needs. They work with a variety of insurance companies to find the best rates and coverage for their clients. They also help clients file claims and navigate the complex world of insurance.

Mortgage Loan Officer

Mortgage loan officers in Lubbock, TX work with clients to help them obtain mortgages. They work with clients to determine their needs and find the best mortgage for them. They also work with lenders to get the best rates for their clients. Contact an local mortgage loan officer today to get started.

Estate Planning Lawyer

An estate planning lawyer in Lubbock, TX can help you create a will and other legal documents to ensure your wishes are carried out after you die. They can also help you plan for long-term care and make arrangements for your finances and property. If you have a family, it is important to have an estate plan in place to protect them in the event of your death.

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