Best Financial Advisors in Abilene

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Miers Bobby logo
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Miers Bobby

400 Pine Street, Abilene, TX 79601
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  • Certified Financial Planner (CFP)

Business Description

Bobby Miers has more than 25 years of experience in the financial services industry. He is the investment manager of Cornerstone Financial Southwest, an independent financial advisory firm that serves individuals, families, executives, and business owners in the Abilene area. Miers and his team of financial advisors offer financial services and wealth management and consultation. Some of their clients include those in the field of ranching and farming, healthcare, and energy.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Parkway Advisors logo
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Parkway Advisors

6550 Directors Parkway, Abilene, TX 79606
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  • Insurance Products

Business Description

Parkway Advisors is an insurance-focused investment advisory firm that caters to clients in Abilene. It offers different financial planning services, including asset management, insurance investment consulting, and statutory reporting. Its team of insurance professionals handles insurance regulation, risk-based capital, and net investment income. It utilizes different tools in handling the client's account and portfolio, including social and moral screening tools, actuarial and accounting software, and credit research tools. Its CEO, Theron R. Holladay, Sr. has 28 years of experience in accounting and insurance investment.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Plan Ahead Financial Management Inc. logo
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Plan Ahead Financial Management Inc.

400 Pine Street, Abilene, TX 79601
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  • Retirement Planning

Business Description

Plan Ahead Financial Management Inc. is a registered investment advisor operating in Abilene. President Paul Schnitman founded the firm in 1992 and currently holds Chartered Life Underwriter and Chartered Financial Consultant designations. The firm provides various financial solutions, such as financial consulting, investment management, and insurance counseling. It also offers the Plan Ahead Spending program that can include reviewing clients' financial situation and tailoring a spending plan. This enables them to manage their spending and maintain good financial health.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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