Best Financial Advisors in Wichita Falls

2022

Brooks Financial Services

• Certified Financial Planner (CFP)

Brooks Financial Services is an independently owned financial consulting firm serving Wichita Falls. It assists clients in developing plans that help them achieve their financial goals, such preparing for retirement, by recommending investment strategies. It offers a wide selection of options, including bonds, brokerage accounts, common stocks, government securities, IRAs, and treasury bills. Other products include disability, life, and long-term care insurance. Its services range from 401(k) and 403(b), college, estate, retirement, to tax planning.

Bullinger Wealth Management

• Financial Planning

Bullinger Wealth Management helps families, individuals, and business owners in Wichita Falls achieve their financial planning goals. Its advisors provide comprehensive advice that helps clients decide prior to investing. They help explore any specific goals and available options in order to plan out the most important areas in a customized financial map. The firm is supported by other professionals through its partnership with Prospera Financial Services. The company's president, Hank Bullinger, is an Accredited Asset Management Specialist.

Cornerstone Wealth Management Group

• Estate Planning
• Certified Financial Planner (CFP)

Cornerstone Wealth Management Group aims to help clients achieve their financial goals and objectives through its broad range of financial solutions. Serving clients in Wichita Falls and the surrounding communities, the firm's professionals develop customized financial programs and strategies that suit clients' visions and needs. They offer Medicare planning, investment management, comprehensive financial planning, and insurance purchasing. Founder Kenneth Worley is a full-service LPL Financial Advisor who has been a Certified Financial Planner since 2009.

Crossvine

• Financial Planning

Crossvine offers financial advice to individuals, families, and businesses from its offices in Wichita Falls, Frisco, and Fort Worth. Its services include investment management, asset allocation and rebalancing, retirement forecasting, risk management integration, social security or Medicare planning, and estate planning and document reviewing. One of its advisors, Brian Blair, is a Certified Financial Planner, a Retirement Income Certified Professional, and a Chartered Life Underwriter. He graduated magna cum laude with a degree in Business Administration and Finance.

Debi Walters

• Estate Planning
• Financial Planning
• Retirement Planning

Debi Walters is a financial representative who caters to Wichita Falls clients for Northwestern Mutual Investment Services. Her team's approach involves the identification of goals, the development of a personalized plan, the implementation of strategies, and the review of the established plan. They expound on options and offer expert advice for priority-based decisions. From financial, educational, and business planning to investments and insurance, Walters utilizes her experience as a Chartered Life Underwriter and Chartered Financial Consultant to help clients meet their goals.

Herbert R. Smith & Company

• Estate Planning
• Wealth Management
• Financial Planning
• Certified Financial Planner (CFP)

Herbert R. Smith & Company is an investment advisory firm that has been serving clients in Wichita Falls since 1970. Its financial advisors provide financial planning and investment management services to families and individuals. It designs investment strategies and offers retirement and estate planning services based on clients' needs and goals. The company president, Gloria Bohannon, is a certified retirement specialist with over 30 years of experience working in a fiduciary capacity for foundations, institutions, trusts, and individuals.

MWH Group

• Estate Planning

MWH Group is a full-service accounting firm offering financial planning solutions to individuals and businesses in Wichita Falls. Its team advises customers on financial and retirement matters, which cover planning taxes, estates, trusts, and gifts. It also provides consulting services for various industries with unique accounting and tax needs, such as construction companies, oil and gas corporations, banks, and government bodies. With roots dating back to 1958, MWH Group has emerged from previous partnerships and professional corporations.

Ozanne Financial

• Certified Financial Planner (CFP)

Ozanne Financial serves the financial planning needs of families, individuals, businesses, and institutions in Wichita Falls and the neighboring communities. Founded in 1950, the company aims to help clients attain their long-term financial goals through its broad range of financial planning services. This includes retirement income planning, investment management, business succession and exit strategy planning, and estate planning. Ozanne Financial Services is staffed by a team of industry professionals such as Certified Financial Planners, Chartered Financial Analysts, and Accredited Estate Planners.

Personal Money Planning

• Certified Financial Planner (CFP)

Established in 1993, Personal Money Planning is a financial and investment advisory firm located in Wichita Falls. Its founder, Gary Silverman, is a Certified Financial Planner serving businesses, families, and individuals. His services include financial and retirement planning and investment management. He aims to identify the clients' economic profiles, including their earning potential, insurance needs, and brokerage and bank accounts. He educates them on protecting their assets from risks and determining how to invest and save money for retirement.

Sentry Management, Inc.

• Finance Planning

Sentry Management, Inc. is a registered independent investment advisory firm and municipal advisor located in Wichita Falls. It serves a wide range of both residential and commercial clients, including individuals, families, financial institutions, municipalities, and corporations. It provides financial services such as asset and liability pricing and structure strategies, interest rate risk management, and investment management. It also offers FAS 107 and FAS 115 calculations. The company's team of professionals has a combined industry experience of more than 95 years.

Tim E. Cornelius

Tim E. Cornelius is a financial services representative, offering his services to families and individuals in Wichita Falls. As a Certified Financial Planner with a thorough grasp of insurance and investment products, he provides comprehensive financial strategies and financial plans focused on the specific needs of his clients. Tim Cornelius is a Chartered Financial Consultant and Chartered Life Underwriter who works with Massachusetts Mutual Life Insurance Company (MassMutual) to provide quality insurance products and investment strategies.