Expertise.com

2024

Last updated:

Best Financial Advisors in Longview

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Longview Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

23Reviewed

15Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Longview, TX
Free Consultation

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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.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Longview, TX

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Why choose this provider?

Need help contacting a Financial Advisor in Longview? 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.

100 Independence Place Suite 222, Tyler, TX 75703

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Why choose this provider?

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.

  • Insurance Products

1405 Colony Cir, Longview, TX 75604

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Why choose this provider?

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.

2110 Horseshoe Lane, Longview, TX 75605

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

FAQs

  • 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.

  • If a homeowner in Longview inherits a home worth $100,000 and sells it for 120,000 three months later, should capital gains taxes be paid?

    Yes, the homeowner in Longview has to pay capital gains taxes on the house he inherited, which was worth $100,000 and then sold for $120,000. The $20,000 markup used in the sale is a taxable amount, and the home was held for less than two years, or 730 days in the last half of a decade. Thus, the seller owes the government the gains from the transaction.

  • If a homeowner in Longview bought a house for $70,000 and then sold it for $330,000 after living in it continuously and exclusively for five years, are capital gains tax payments due?

    Yes, the capital gains tax must be paid for this transaction in Longview. The house appreciated in value by $260,000 and was a principal residence for the seller for five years. This means that while the first $250,000 in gains will not be taxed, any excess over this has a corresponding revenue due. In this case, the $10,000 is taxable.

  • Why should a resident of Longview name beneficiaries in a financial account?

    As an estate planning measure applicable in Longview and elsewhere, naming beneficiaries is a very powerful tool because it skips the probate process. Whether it be in a life insurance plan or a retirement fund, the person designated to receive the proceeds skips the probate process entirely and receives the money with no need for court intervention.

  • Can frugality be a negative thing for residents of Longview?

    While frugality can be virtuous in Longview, it could be taken to excess. Being too cheap makes life unsustainable or impossible to enjoy. The money-conscious are advised to look for cheaper hobbies and entertainment avenues like museums that have free days, reading books from public libraries, or running on the road instead of going to an expensive gym.

  • Should a person in Longview who is planning for retirement completely shift retirement investment plans if recessions happen?

    No, a person in Longview who is investing for retirement should not panic and totally shift plans when recessions occur. The preferred course of action is to realign one's portfolio to fit one's goal and desired risk profile, not to completely change everything. A well-diversified portfolio should recover by the time one is older, as long as rebalancing is kept up.

  • 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.