Best Financial Advisors in Longview

2022

Belonging Wealth Management

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.

Generational Financial Advisors

• 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.

JBA Financial Services

• 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.

Raymond G. Noblit

• 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.