Laurels

Best Financial Advisors in Lubbock
2022

Why These Financial Advisors?

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

Reviewed Curated Top Picks 66 46 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Green & Deckert

  • Estate Planning
  • Retirement Planning
  • Private Wealth Advisor
  • Tax Planning

Green & Deckert is a financial advisory company that provides investment management and strategic financial planning services to clients in the Lubbock metro area. The firm focuses on retirement income planning, Medicare education and planning, and Social Security optimization. Additionally, it can help with asset management and estate planning. Greg Deckert and D. Brad Green, the firm's founding financial advisors, are also certified public accountants who can assist clients with tax strategy planning and tax management.

601 Main Street
Lubbock, TX 79401

Website

PFG Advisors

  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Launched in 1999, PFG Advisors is a financial advisory firm that serves clients in Lubbock. It was established when the firm's partners decided to put their individual practices together in order to create a more comprehensive practice. It offers services like student loan refinancing, risk management, corporate retirement plans, and wealth management. It also provides options for business, retirement, and estate planning, as well as financial services for Texas Tech employees. Its financial planning service is available for individuals, business owners, and families.

8721 Milwaukee Avenue
Lubbock, TX 79424

Website

Vision Wealth Advisors

Vision Wealth Advisors is a Registered Investment Advisory firm based in Lubbock, Texas. Clients receive fee-only management for every part of their finances. Since the company provides independent advice, clients have access to investment opportunities that reflect their best interests. The company provides comprehensive financial planning with customized solutions for each client. It also offers passive asset management strategies that utilize award-winning financial science. Clients who are concerned about the future may benefit from its retirement planning strategies, and families may need the firm's college funding plans. Wealth Advisors was founded in 2011 by Danny Robles.

Lubbock, TX 79424

Website

West Texas Financial Planning

  • Retirement Planning

West Texas Financial Planning serves individuals and businesses in Lubbock and the surrounding areas. Its services cover all areas of financial management, including retirement planning, estate planning, insurance planning, education planning, and investment planning. Additionally, it helps business owners attract and retain qualified employees through benefit packages. With over 18 years of experience, the firm focuses on assisting clients in developing a financial strategy that is tailored to their specific needs and short- and long-term goals.

611 University Avenue
Lubbock, TX 79401

Website

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