Best Financial Advisors in Amarillo

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Amarillo, TX

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

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.
4.0
Yelp
4.0 / 5 (4)

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
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Price: Free consultation

Conscious Money Solutions logo
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Conscious Money Solutions

2201 Civic Circle, Amarillo, TX 79109
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  • Estate Planning
  • Retirement Planning
  • Tax Preparation

Business Description

Conscious Money Solutions is a financial planning firm operating in Amarillo. It offers a wide range of services for personal financial planning, including risk management, investment allocation, portfolio analysis, education funding, and tax preparation. Ongoing consultation is also available. Its advisors provide objective investment advice to help clients in managing, protecting, and growing their wealth. The firm's founder, Steve Swicegood, is a Certified Financial Planner and US Air Force veteran who started his career in the financial services industry in 1974.

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 (2)

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
CS Wilson & Associates logo
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CS Wilson & Associates

2324 Lakeview Drive, Amarillo, TX 79109
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  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Business Description

CS Wilson & Associates is an independent wealth management firm headquartered in Amarillo. Opened in 1985, the firm delivers financial and estate planning services for individuals and businesses. The company's team of financial advisors offers financial planning that focuses on various areas, including money management, retirement and college plans, profit-sharing plans, and 401 (k) planning. Additionally, they provide investment products, such as mutual funds, common stocks, traditional and simple IRA, and exchange-traded funds. Its founder, Cathy Wilson, has been in the financial industry since 1983.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Dale Buckner logo
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Dale Buckner

301 South Polk Street, Amarillo, TX 79101
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  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)

Business Description

Dale Buckner Inc. is a financial advisory firm located in Amarillo that employs professionals with over 33 years of experience. It helps clients in comprehensive retirement planning and management of investments such as stocks, cash, real estate, and alternative asset classes. It also assists in risk management and insurance selection, tax management, and estate planning. The firm's founder, Dale Buckner, is a Certified Financial Planner. He also published the book Make Money, Think Rich in 2014.

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
Money Methods logo
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Money Methods

6001 Belpree Road, Amarillo, TX 79106
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  • Certified Financial Planner (CFP)

Business Description

Money Methods is a firm that has been operating in Amarillo for almost 40 years. It assists individuals and families, particularly retirees, in financial planning by offering a wide range of services, including wealth accumulation strategies, retirement planning, asset protection, legacy planning, and growth strategies. The process includes an initial consultation to address different concerns such as investing retirement savings, using health care coverage, and investing and growing wealth for the future. The firm's founder, Charlotte Adams, is a Certified Financial Planner with 35 years of experience.

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 (2)

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
Shafer Investment Management logo
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Shafer Investment Management

600 South Tyler Street, Amarillo, TX 79101
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  • Certified Financial Planner (CFP)

Business Description

Shafer Investment Management is a full-service firm operating in Amarillo. It offers private wealth management services for individuals, families, estates, and business professionals. The process includes assisting the clients in developing strategies for the allocation of investments based on their financial goals. Its financial advisor, James Shafer, is a Certified Financial Planner who has been working in the industry since 2007. He is an active member of the Amarillo Chamber of Commerce and Boy Scouts of America.

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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