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BEST RATED AMARILLO, TX FINANCIAL SERVICES

3 Best Financial Services in Amarillo, TX

Expert-recommended Top 3 Financial Services in Amarillo, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Hoyl Financial, LLC - Amarillo, TX Financial Services
Hoyl Financial, LLC - Amarillo, TX Financial Services
Hoyl Financial, LLC - Amarillo, TX Financial Services
Best Financial Services in Amarillo TX - Hoyl Financial, LLC video
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HOYL FINANCIAL, LLC

(4.8 Score)
2620 South Kentucky Street,
Amarillo, TX 79109 Directions

Since 1989

Specialty:

✓ Financial Services ✓ Retirement Income Strategies ✓ Tax Planning Strategies ✓ Insurance Planning ✓ Estate and Legacy Planning ✓ Annuities ✓ Social Security Maximization ✓ Life Insurance ✓ Long-Term Care Strategies

"Hoyl Financial, LLC is dedicated to creating financial strategies as unique as yours. Steve Hoyl is the founder of Hoyl Financial, LLC. He works to craft personalized, high-quality financial services for a diverse group of clients at all income levels. Hoyl Financial, LLC, is committed to helping you create a custom retirement income plan that honors your wishes and goals while taking into account the current state of the economy. They are dedicated to helping those nearing retirement find the strategies, products, and tools that can help them work toward the retirement they deserve. They focus on revealing your specific goals and objectives for retirement and developing an income plan tailored to you that can help you better reach those goals.

2026 Update: Steve Hoyl offers insurance services in Texas, Oklahoma, Kansas, and New Mexico. Derrick Caldwell is the chief operating officer at Hoyl Financial, LLC. The firm offers a complimentary retirement analysis."

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Contact:

(806) 371-9473 (806) 373-9480

Mon-Thu: 8am - 5pm
Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Kenai Investments - Amarillo, TX Financial Services
Kenai Investments - Amarillo, TX Financial Services
Kenai Investments - Amarillo, TX Financial Services
Best Financial Services in Amarillo TX - Kenai Investments video
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KENAI INVESTMENTS

(4.8 Score)
2700 South Western Street, Suite 900,
Amarillo, TX 79109 Directions

Since 2003

Specialty:

✓ Roth Strategy and Tax Management ✓ Real Portfolio Management ✓ Client Portfolio Review ✓ Client Tax Planning ✓ Financial Strategy ✓ 401(k) Optimization ✓ Roth Conversion Review

“2026 Update: Kenai Investments is an independent Registered Investment Advisor (RIA) that focuses on helping individuals and families transition into retirement with a clear, tax-integrated plan. The firm coordinates withdrawals, social security timing, spending targets, and cash reserves to create retirement income strategies that are both sustainable and easy to understand. They also design and implement multi-year Roth conversion strategies aimed at reducing future required minimum distribution (RMD) exposure, managing tax brackets over time, improving long-term estate efficiency, and increasing tax-free income later in retirement. Kenai Investments models retirement income across multiple scenarios to help determine a sustainable lifestyle approach, taking into account factors such as portfolio longevity, the tax impact of withdrawals, varying market return conditions, as well as inflation and healthcare costs.”

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Price:

Financial Strategy Session 30 Minutes $149
401(K) Optimization Session 30 Minutes $149
Roth Conversion Review 30 Minutes $149
Introductory Call 30 Minutes $149

Contact:

(806) 359-3100

Mon-Fri: 9am - 5pm
Sat & Sun : Closed

TBR® Inspection Report:

Palo Duro Financial Group - Amarillo, TX Financial Services
Palo Duro Financial Group - Amarillo, TX Financial Services
Palo Duro Financial Group - Amarillo, TX Financial Services
Best Financial Services in Amarillo TX - Palo Duro Financial Group video
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PALO DURO FINANCIAL GROUP

(4.7 Score)
301 South Polk Street, Suite 300,
Amarillo, TX 79101 Directions

Since 1975

Specialty:

✓ Financial Planning ✓ Asset Allocation Strategies ✓ Tax Reduction Strategies ✓ Investment Planning ✓ College Funding ✓ Retirement Planning ✓ 401(k) Planning ✓ 403(b) Planning ✓ Estate Plans ✓ Money Purchasing Plans ✓ Profit Sharing Plans ✓ Insurance ✓ Key-employee Retention Strategies ✓ Investments ✓ Bonds ✓ Common Stock ✓ Educational IRA ✓ Traditional IRA ✓ Roth IRA ✓ SEP IRA ✓ Simple IRA ✓ Brokerage Accounts ✓ Treasury Bills ✓ Government Securities ✓ Treasury Notes ✓ Variable Annuity ✓ Insurance Needs Analysis ✓ Disability Income Insurance ✓ Life Insurance ✓ Long-Term-Care Insurance

"Palo Duro Financial Group offers financial products and services tailored to your individual needs. The entire team works closely with clients, providing collaborative support while keeping their best interests, goals, and long-term aspirations at the forefront. They believe it has far-reaching benefits for their clients to get opinions from several sources with diverse backgrounds, education, and experience. Palo Duro Financial Group takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

2026 Update: Sunny Strickland is a certified investment advisor representative, charted retirement planning counselor. Mark A. Haworth is the life insurance specialist. He has been in the financial service business for 38 years."

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Contact:

(806) 331-5892

Mon-Fri: 8am - 5pm
Sat & Sun: By Appointment

TBR® Inspection Report:

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HOYL FINANCIAL, LLC REVIEWS

Everything about my experience was positive. My wife and I were welcomed and made to feel comfortable. Derrick did an exceptional job of making sure we were informed, all questions were answered, and a follow up was scheduled. Everyone at Hoyl financial did a fantastic job of ensuring we had all available information and that we were confident and comfortable with the process. Fantastic group.

They gave good financial advice and helped me make a plan to fix my current and future situation. I recommend them to anyone in Amarillo that needs help making the right financial step based on your situation.

Derrick was very professional and helpful. Have done business with Derrick/Hoyl for years.

These reviews are provided for information purposes and to help you make informed decisions.

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KENAI INVESTMENTS REVIEWS

Superb wealth management services! Worth every penny and then some! Roger is an incredible financial advisor and always gives it to you, straight. His planning and advisory support is straight-forward, clear and actually useful.

Working with Roger at kenai Investments is one of the best financial decisions I have ever made. Rogers straight forward communication and attention to detail put me at ease financially. I highly recommend Kenai Investments.

We have been very pleased with the service we have received from Roger for investments and tax preparation. Roger and Amy have always been very helpful and willing to answer any questions we might have and very quick to return phone calls or texts.

PALO DURO FINANCIAL GROUP REVIEWS

We cannot begin to say just how highly we recommend Palo Duro Financial Group to anyone looking for financial advice. Sunny and Mark are two of the very best in assisting clients in how to manage funds and offer financial security options. So glad we found them and feel positive about our future because of them.

Sunny, Mark and the team at Palo Duro Financial Group are exceptional financial advisors. With their combined over 50 years of experience, they truly understand my investment goals and work hard to advocate for my family's retirement. Highly recommend!

I met with Sunny and she was wonderful. I felt comfortable knowing that she had my best interest at heart. I highly recommend Palo Duro Financial Group.

TBR® Inspection Score Report

HOYL FINANCIAL, LLC Total Inspection Points: 115/120
Business Hours: 8
Acknowledgments: 9
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10

TBR® Inspection Score Report

KENAI INVESTMENTS Total Inspection Points: 114/120
Business Hours: 8
Acknowledgments: 9
Business Images: 9
Complete Info: 9
Current Evaluation: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10
Website Source: 10

TBR® Inspection Score Report

PALO DURO FINANCIAL GROUP Total Inspection Points: 113/120
Acknowledgments: 9
Business Hours: 9
Business Images: 9
Complete Info: 9
Current Evaluation: 9
Reviews Accuracy of : 9
Social Media: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Video: 10