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Best Financial Advisors in Longview

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Longview, TXLongview, TX

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.

Longview, TXLongview, TX

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1405 Colony Cir, Longview, TX 75604
Longview, TX 75604

Belonging Wealth Management is a company that serves the residents of Longview and the neighboring communities. It helps clients prepare for their future and achieve their financial goals by assisting them with retirement withdrawal planning, healthcare and social security, and investment management. Brandon Renfro, one of the professionals from the firm, earned the CFP designation and serves in the Arkansas Army National Guard as an infantry captain. He has been quoted in leading publications like The Wall Street Journal and Forbes.

1405 Colony Cir, Longview, TX 75604
Longview, TX 75604

Website(903) 471-0624

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

304 N Washington Avenue, Marshall, TX 75670
Marshall, TX 75670
  • Retirement Planning
  • Tax Planning

Generational Financial Advisors is an advising firm that works with clients in Longview and the nearby areas. The firm offers financial services that include retirement strategies and signing up for insurance coverage. Its advisors also help clients with tax and investment management and offers step-by-step assistance in estate planning. Partner Chris Harbuck has been with the firm for close to two decades. He is a certified Chartered Life Underwriter and Chartered Financial Consultant.

304 N Washington Avenue, Marshall, TX 75670
Marshall, TX 75670

Website(903) 935-4284

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

2110 Horseshoe Lane, Longview, TX 75605
Longview, TX 75605
  • Certified Financial Planner (CFP)

JBA Financial Services helps individuals, families, and businesses in Longview manage their wealth and investments. Its advisors deliver comprehensive advice for clients who want to craft retirement, education, real estate, and business succession plans. They also offer life, health, dental, and vision insurance, along with senior products and long-term care options. Michael Black, a CFP and advisor for the company, is also a member of the Academy of Preferred Financial Advisors and the Financial Services Institute.

2110 Horseshoe Lane, Longview, TX 75605
Longview, TX 75605

Website(903) 295-0868

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

100 Independence Place Suite 222, Tyler, TX 75703
Tyler, TX 75703
  • Insurance Products

Raymond G. Noblit is a financial advisor that serves clients in Longview and its surrounding communities. He helps individuals and families develop financial planning strategies that integrate cash flow, budgets, tax, insurance, estate, and investment to create a plan for their life and legacy. He also assists in wealth management for college savings and crafting retirement plans that address each client's unique goals, expectations, and capabilities. Noblit is a chartered financial consultant and a chartered life underwriter.

100 Independence Place Suite 222, Tyler, TX 75703
Tyler, TX 75703

Website(903) 759-3533

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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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