Expertise.com

Best Financial Advisors in Midland

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Burgeon Capital logo

Burgeon Capital

2204 Homestead Court, Midland, TX 79707
Visit Website
  • 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.

Visit Website
Cargile Investment Management logo

Cargile Investment Management

415 West Wall Street, Midland, TX 79701
Visit Website
  • 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.

Visit Website
Cosner Financial Group logo

Cosner Financial Group

1030 Andrews Highway, Midland, TX 79701
Visit Website
  • 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.

Visit Website
Elite Financial Management logo

Elite Financial Management

3005 North Big Spring Street, Midland, TX 79705
Visit Website
  • 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.

Visit Website
FJY Financial logo

FJY Financial

3100 North A Street, Midland, TX 79705
Visit Website
  • 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.

Visit Website
Foreman Financial logo

Foreman Financial

1201 West Illinois Avenue, Midland, TX 79701
Visit Website
  • 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.

Visit Website
Global Wealth Advisors logo

Global Wealth Advisors

601 North Marienfeld, Midland, TX 79701
Visit Website
  • 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.

Visit Website
Syntal Capital Partners logo

Syntal Capital Partners

1901 Heritage Boulevard, Midland, TX 79707
Visit Website
  • 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.

Visit Website
Back to Providers

Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you