Laurels

Best Financial Advisors in Midland
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.

Midland, 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: --

Burgeon Capital

Burgeon Capital

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Burgeon Capital provides financial planning services to Midland and the surrounding communities. It helps clients pursue their goals by offering investment analysis, retirement projections, and investment strategies services. It also develops customized plans for individuals who want to protect their assets and estate. The company's principal wealth manager, Brian Fralin, holds a master's degree in accounting and information management with a focus on taxation. Additionally, Fralin has been in the wealth management industry since 2003.

2204 Homestead Court
Midland, TX 79707

Website

Website
Cargile Investment Management

Cargile Investment Management

  • Certified Financial Planner (CFP)

Cargile Investment Management provides financial advisory services to Midland residents. It helps individuals prepare for their retirement by guiding them in planning their current and future finances. It also offers investment management services that include fixed-income investment, mutual funds, and tax-exempt bonds. The company was founded in 1984 by Mickey Cargile, an investment advisor representative with more than three decades of experience in the finance industry. Cargile Investment Management was featured in Forbes, Financial Times, Fox News, and Yahoo! Finance.

415 West Wall Street
Midland, TX 79701

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+

Cosner Financial Group

Cosner Financial Group

  • Certified Financial Planner (CFP)

Cosner Financial Group offers financial advisory services to clients in Midland and the surrounding communities. It is a family-owned firm that has been serving the community for over 30 years. Its personal financial services include retirement planning, college savings, wealth management, and life insurance. It also handles estate planning, inheritance, and 401(k) rollover, and works with charitable trusts, endowments, and nonprofit organizations. Additionally, the firm offers business financial services, including managing employer-sponsored retirement plans and cash management.

1030 Andrews Highway
Midland, TX 79701

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+

Elite Financial Management

Elite Financial Management

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

Elite Financial Management is a financial advisory firm that has been serving the residents of Midland and the surrounding areas for more than 15 years. It offers various financial services, including retirement, insurance, and estate planning. The firm also provides investment planning services such as asset allocation and risk management. Its founder William Dendy has been working in the investment and financial planning field for more than 28 years. He is a member of the Society of Financial Service Professionals.

3005 North Big Spring Street
Midland, TX 79705

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+

FJY Financial

FJY Financial

  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

FYJ Financial is a group of financial advisors providing its services to residents in Midland. It helps clients make and implement smart financial planning decisions regarding income tax, cash flow, education, estate, and retirement matters. With decades of experience, they offer their services to families and professionals who are just starting to save for the future, established investors, and companies looking for retirement plans. FYJ Financial implements a team-based approach where multiple financial advisors will work for each client.

3100 North A Street
Midland, TX 79705

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

Foreman Financial

Foreman Financial

  • Private Wealth Advisor
  • Retirement Planning

Foreman Financial offers a personalized approach to wealth management to clients in Midland. It aids businesses in areas such as sales and valuations, employee retirement plans, and charitable giving. The firm also provides wealth and investment management, tax planning, insurance and annuities, and retirement planning to executives, individuals, families, and investors. One of the firm's financial consultants, Kevin Foreman, has been in the industry for over 20 years. Foreman serves on the Board of Directors of Keep Midland Beautiful.

1201 West Illinois Avenue
Midland, TX 79701

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: --

Global Wealth Advisors

Global Wealth Advisors

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

Global Wealth Advisors is an independent company that delivers financial planning and wealth management services to families in Midland. It uses a proprietary 3P Approach that involves collaborating with clients to plan for their financial future, helping them prosper, and making sure the wealth they have built is protected. The firm's advisors have a combined 100 years of experience in the industry. Global Wealth Advisors has been featured in various media outlets, including Forbes, U.S. News & World Report, and CNBC.

601 North Marienfeld
Midland, TX 79701

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+

Syntal Capital Partners

Syntal Capital Partners

  • Certified Financial Planner (CFP)

Syntal Capital Partners serves clients in Midland and its surrounding areas. Founders Chad Clary and Dane E. Crunk are the firm's managing directors. They specialize in bespoke investments, concentrated stocks, tax management, estate, and trust planning. They also specialize in banking, lending, finance consulting, risk management, and philanthropic services. Dane has served as a financial advisor to families and institutional investors since 1999. He also served as a private wealth advisor at Merrill Lynch's Private Banking & Investment Group.

1901 Heritage Boulevard
Midland, TX 79707

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+

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