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Best Financial Advisors in Amarillo

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Amarillo, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Amarillo, TX

Why choose this provider?

Need help contacting a Financial Advisor in Amarillo? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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

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

Why choose this provider?

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

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Is it good to make business investments in Amarillo?

    It might be a good idea to make business investments in Amarillo. According to a recent report from UNC Kenan-Flagler Business School, Amarillo is second on the list of fastest-growing economies amongst 100 midsized cities in the country. It has resources conducive to business growth, such as tax credits, an educated workforce, grant opportunities, and a strong transportation infrastructure. In addition, its central location and access to major markets in the country are attractive for the development of diverse business sectors.

  • When is the best time to work with a financial advisor in Amarillo?

    Financial advisors can simplify the management of your finances so hire one if you are struggling with this aspect. They can also help you make the right financial decisions during significant life events such as getting married, filing for divorce, planning for retirement, and entering parenthood. Should you need a second opinion on managing your finances, you can always turn to a financial advisor in Amarillo.

  • Can you invest your Amarillo IRA funds in collectibles?

    The law does not allow the investment of IRA funds in collectibles, but should you do so, you may have to pay a 10% tax. Some examples of collectibles in Amarillo include artwork, antiques, stamps, alcoholic beverages, gems, and metals. There are, however, exemptions for highly refined bullion as long as they are physically in the possession of an IRS-approved nonbank trustee or bank.

  • How can you protect your Amarillo finances from adverse medical expenses?

    Some of the ways you can protect your finances from adverse events are to buy risk management products in Amarillo. One of these products would be a Health Savings Account Qualified medical plan that should cover most medical expenses. In addition, you can secure critical illness insurance and a long-term care policy, as well as set aside an emergency fund. Finally, maximize benefits by funding tax-deductible HSA plans up to the allowable amount to lower income tax bills.

  • What can a financial advisor do for families in Amarillo planning their generational wealth?

    The counsel of financial advisors can help Amarillo families navigate the challenges of relationship dynamics and manage the complexities of generational wealth building. They can assist in making decisions when buying tangible assets, investing in real estate, and preparing funding for education. They can also work with other financial professionals, such as accountants and attorneys, to review estate plans, reduce taxes, and prepare business succession strategies.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.