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Best Financial Advisors in Midland

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Midland, TX
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Midland, TX

Why choose this provider?

Need help contacting a Financial Advisor in Midland? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
3005 North Big Spring Street, Midland, TX 79705
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3100 North A Street, Midland, TX 79705
  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
601 North Marienfeld, Midland, TX 79701
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1201 West Illinois Avenue, Midland, TX 79701
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.4
Yelp
4.2 / 5 (54)
Facebook
4.8 / 5 (32)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
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Website
1030 Andrews Highway, Midland, TX 79701
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1901 Heritage Boulevard, Midland, TX 79707
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2204 Homestead Court, Midland, TX 79707
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Why choose this provider?

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.

Website
415 West Wall Street, Midland, TX 79701
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • What financial planning steps married couples in Midland should consider?

    For married couples in Midland, crafting their financial future starts with open discussions about monetary objectives. Visualizing what lies ahead aids in devising a solid plan. They may also value maintaining separate and joint accounts for diverse financial needs. Finally, engaging a financial planner with a clear grasp of the couple's circumstances offers concrete steps to achieve financial harmony and security.

  • What should individuals in Midland consider before making a substantial purchase?

    Individuals in Midland contemplating a hefty purchase should first ponder its indispensability and worth, both inherent and added. It's essential to assess if they possess sufficient liquid funds for the procurement. The rule of thumb is to consider financing only for acquisitions that escalate in worth, like real estate or business, provided they have admirable credit and a robust debt clearance strategy.

  • Is financial literacy essential for individuals in Midland, regardless of their economic status or education?

    Yes, financial literacy is crucial for everyone in Midland, regardless of their wealth or educational background. Being financially literate means gaining control over one's money and making decisions grounded in sound understanding. This knowledge provides the ability to proficiently manage personal finances, including budgeting, saving, investing, and safeguarding against fiscal risks. Additionally, it equips individuals to make informed decisions about responsible credit use, insurance choices, tax planning, and retirement strategies.

  • How can individuals in Midland effectively tackle their overwhelming financial obligations?

    For individuals in Midland grappling with substantial financial obligations, initiating a debt management plan can provide relief. This strategy involves diligently tracking debts, acknowledging their full scale, and creating a practical payment plan. Many nonprofit consumer credit counseling services offer such plans, negotiating with creditors on the debtor's behalf. The debtor then makes a monthly payment to the service, which disburses funds to creditors per the agreed plan.

  • How can Midland residents effectively manage their grocery budgets amidst rising living costs?

    Midland residents can optimize their grocery spending by following a meticulously crafted shopping list that aligns with a preplanned weekly meal plan. Opting for uncomplicated meals helps control expenses. By verifying pantry supplies before shopping, they can purchase only the essentials. Additionally, using traditional paper coupons and modern online discount codes can yield significant savings when grocery shopping.

  • 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.