Laurels

Best Financial Advisors in Lubbock
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Lubbock, 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: --

AIM Advisory Group

AIM Advisory Group

AIM Advisory Group is a comprehensive financial planning and investment management company based in Lubbock. It focuses on working with growing families and successful businesses to forge an ongoing relationship with clients. Founder Justin Price, a certified financial planner, has been working with clients since 2005. Justin focuses on risk mitigation, tax reduction strategies, asset management, and comprehensive financial planning. Every potential client receives a free consultation to demystify their assets and goals. The company also provides investment management services and insurance policies for individuals. Additionally, business owners receive information about group savings and retirement plans. AIM gives clients free access to varying financial calculators to educate them about their finances.

Lubbock, TX 79424

Website

Website

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:

2 (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+

Alpha Capital Strategies

Alpha Capital Strategies

Alpha Capital Strategies is a Lubbock business consisting of financial advisors and professionals serving clients in and around the metro. The company specializes in financial planning and wealth management services, assisting clients in understanding markets and their personal finances. Additionally, it offers industry-specific services in oil and gas, medical, and agricultural sectors. The financial planning company also provides business services to business owners. Alpha Capital Strategies has existing partnerships with The Nautilus Group and Eagle Strategies LLC.

5004 122nd Street
Lubbock, TX 79424

Website

Website

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:

2 (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: --

Amicus Financial Advisors LLC

Amicus Financial Advisors LLC

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

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3814 24th Street
Lubbock, TX 79410

Website

Website

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:

2 (Good)

Score Consistency:

Consistent (Best)

BentOak Capital

BentOak Capital

  • Certified Financial Planner (CFP)

BentOak Capital is a financial advisory firm that has been serving Lubbock and nearby areas since 1994. It offers various wealth management solutions, such as tax, estate, and insurance planning. Its team also helps clients plan for retirement. The process involves developing annuity income strategies and investment income plans. In addition, BentOak Capital's financial advisors offer debt and cash flow management services. The firm was featured in various media outlets, including Forbes and CNBC.

611 University Ave. Suite 220
Lubbock, TX 79401

Website

Website

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:

4 (Good)

Score Consistency:

Consistent (Best)

Bonner & Smith, LLC

Bonner & Smith, LLC

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

Bonner & Smith, LLC, is a Lubbock-based financial advisory firm acting in a fiduciary capacity. Since its foundation in 2007, it has been offering integrated solutions that include planning finances​, retirement income, taxes, risks, investments, and estates. The role of its team also covers designing portfolios, implementing strategies, providing reports, and monitoring. Co-founders Susan D. Smith and Keith Bonner hold the Certified Financial Planner designation. Additionally, Smith is a Certified Estate and Trust Specialist.

5308 114th Street
Lubbock, TX 79424

Website

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: A+

Debra Hedgcoth

Debra Hedgcoth

  • Retirement Planning

Debra Hedgcoth is a wealth adviser and certified financial planner associated with West Texas Investments, which serves Lubbock and the surrounding areas. She offers a wide range of services, including financial strategy and goals-based planning, wealth management, and benefit plan analyses. Debra worked for the IRS for over 25 years, gaining valuable experience and knowledge in tax law. She shares this knowledge with her clients, along with investment information and up-to-date strategies, to help build their wealth and make informed decisions about their finances.

7021 Kewanee Avenue
Lubbock, TX 79424

Website

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: A+

Evensky & Katz Foldes Financial

Evensky & Katz Foldes Financial

  • Certified Financial Planner (CFP)

Evensky & Katz Foldes Financial is a wealth management firm that serves Lubbock. The firm has been providing affluent clients with solutions to their financial issues for more than three decades. Helping a total of more than 800 clients, the company's financial advisors use a specialized financial planning program to evaluate every aspect of a client's current resources, needs, and risk tolerance. In 2015, Deena Katz-Evensky was named by Investment Advisor as one of "35 for 35," influential financial leaders for the last 35 years.

PO Box 2744
Lubbock, TX 79408

Website

Website

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:

3 (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

Green & Deckert

Green & Deckert

  • Estate Planning
  • Private Wealth Advisor
  • Retirement Planning
  • 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

Website
Jacobson Wealth Management

Jacobson Wealth Management

  • Certified Financial Planner (CFP)

Jacobson Wealth Management serves individuals and families in the Lubbock metro. The company provides a variety of financial advising services, including estate preservation, insurance review, and investment analysis. The business was formed in 2019 by Kirby Jacobson, a Certified Financial Planner and Chartered Financial Analyst with over a decade of industry experience. The company serves customers as a fiduciary and focuses on goals-based portfolio management. Jacobson Wealth Management also offers cash flow and education planning.

Lubbock, TX 79424

Website

Website
Johnston Wealth Management, LLC

Johnston Wealth Management, LLC

  • Estate Planning

Johnston Wealth Management, LLC is a firm operating in Lubbock. Bringing more than 40 years of experience in the field, it offers a wide range of customized solutions including financial planning, investment management, retirement strategies, tax-advantaged plans, and insurance and risk management. One of its financial advisors, Barry Johnston, entered the industry in 1997 and specializes in handling individual IRAs and providing qualified retirement plans for small businesses. Additionally, Johnston served as the former board president of Lubbock Meals on Wheels.

12513 Quaker Avenue
Lubbock, TX 79424

Website

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: A+

Lone Star Registered Investment Advisors, PLLC

Lone Star Registered Investment Advisors, PLLC

Lone Star Registered Investment Advisors, PLLC is a financial advisory company that serves greater Texas. It has offices located in Lubbock and Dallas, as well as one in Albuquerque, New Mexico. The company's goal is to help clients protect their finances from market volatility. This is accomplished through the use of education and tools designed to help clients to meet their retirement goals. The company specializes VA benefits to serve veteran clients. There are also wealth management services for both retirees and pre-retirees available. Using the strategic alliances with other independent companies, Lone Star gives clients access to tax strategies and professional tax consulting. Clients receive step-by-step income plans to grow their income until they're financially independent. The company was founded by Michael Jon Byers, a financial advisor and public speaker who educates groups on financial health.

Lubbock, TX 79423

Website

Website
Peacefield Wealth Solutions

Peacefield Wealth Solutions

  • Certified Financial Planner (CFP)

Peacefield Wealth Solutions is a financial advising firm that offers its services to the residents of Lubbock and the surrounding metro areas. It provides assistance in various aspects, including retirement and investment planning, risk management, estate planning, and tax strategy. Founder Eric Sawyer is a Certified Financial Planner. He assists a broad range of clients, such as business owners, doctors, attorneys, and company executives. He is also a former instructor for the Department of Personal Financial Planning at Texas Tech University.

1500 Broadway
Lubbock, TX 79401

Website

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: A+

Pennington, Bass & Associates

Pennington, Bass & Associates

  • Certified Financial Planner (CFP)

Pennington, Bass & Associates is a financial services firm that has been serving the residents of Lubbock and the surrounding areas for more than 60 years. It helps clients manage their financial resources through services such as money management, investment portfolio management, and estate management. It also offers tax planning and retirement planning services. Financial planner Mark Bass has been working in finance for more than 45 years. He has been named one of the top wealth advisors in Texas by Forbes Magazine.

7818 Orlando Avenue
Lubbock, TX 79423

Website

Website

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:

2 (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+

PFG Advisors

PFG Advisors

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

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

Website
Sam Law Financial, LLC

Sam Law Financial, LLC

Sam Law Financial, LLC is a financial advisory firm that specializes in individual client relationships. The company provides solutions for both personal and business finances and serves clients in Texas, New Mexico, Iowa, and Arkansas. The company founder, Sam Law, started the business in 1998, leveraging his previous experience as a business owner. Sam has a Bachelor's degree in Finance. For individuals, the first consultation will involve an assessment of the client's goals and current assets. From there, the company provides financial education and creates an investment plan to grow the client's assets. For small business owners and corporate executives, Sam Law Financial, LLC can help plan and execute employee benefits plans. These include 401(k) services. In addition to creating the plan, Sam Law Financial, LLC does the work of contacting employees, filing legal documentation, and educating people about the benefits.

Lubbock, TX 79424

Website

Website
The Advisors Group

The Advisors Group

  • Certified Financial Planner (CFP)
  • Tax Preparation
  • Tax Planning

The Advisors Group is a financial planning and investment advisory company that serves clients in Lubbock and its surrounding areas. It offers a wide array of financial and wealth management services, including investment accounts, transfers of assets, and tax consultation services. John Russell, the firm's founder and president, founded the business in 1978 to help clients with their financial objectives and risk tolerance, and provide appropriate financial planning strategies. He is a member of the Financial Planning Association and the International Association of Advisors in Philanthropy. 

12002 Trafalgar Avenue
Lubbock, TX 79424

Website

Website

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:

1 (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+

Vision Wealth Advisors

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

Website
West Texas Financial Planning

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

Website

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