LoneStar Wealth Management is an independent Financial Planner in Lubbock, Texas. The team's goal is to educate and equip everyone for the financial life of their dreams while helping them avoid the volatility of the greater financial markets. They strive to support and educate clients on planning and executing their best financial decisions. LoneStar Wealth Management is focused on protecting their clients' financial lives from the volatility of the greater financial markets. They use a disciplined approach to financial planning, utilizing the latest technology and resources to help their clients reach their financial goals. Whether you are planning for retirement or looking to grow your wealth, LoneStar Wealth Management is committed to providing you with tailored financial solutions that meet your specific needs.
3 Best Financial Services in Lubbock, TX
Expert recommended Top 3 Financial Services in Lubbock, Texas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
LONESTAR WEALTH MANAGEMENT REVIEWS
When my stepdad was diagnosed with cancer and was having to retire from his job, we took their financials concerns to LoneStar. Jon and Mark listened to what the fears and concerns were for my mom & stepdad and tailored a retirement plan that fit their needs and desires going forward. My stepdad ended up loosing his battle and (despite his working years being cut short) my mom is able to live comfortably without worries about the future . Thanks Jon and Mark @ LonStar Wealth Management. #financialsecurity #retirement #wealthmanagement #lonestar
This is a great company, who is truly focuses on people and helping to move me for my future dreams. Great team who is here to help me.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Billy Weikel is a licensed financial representative and Regional Vice-President at Primerica. He became a Primerica Financial Representative because he wanted to help his neighbors, the residents of Lubbock, and the surrounding communities with their financial and life goals through a personalized investment strategy. His top priority is to provide value and peace of mind for his clients. Whether you are interested in financial services, investment services, or term life insurance, he can help you find the financial solutions that meet your needs. Billy Weikel prides himself on providing excellent customer service to everyone who walks through his office doors. He and his team strive to treat each customer how they would want to be treated – with respect and integrity. They welcome Lubbock residents to call or visit their office to see how they can help them achieve their financial goals and dreams.
Specialty:
Contact:
Working Hours:
TBR® Inspection Report:
BILLY WEIKEL - PRIMERICA REVIEWS
I am absolutely thrilled with the exceptional service provided by Billy. He truly exceeded my expectations by going above and beyond to assist me with my investments. His dedication to ensuring that I fully comprehend every aspect of our discussions is truly commendable. Not only did he help me with the investments directly under his purview, but he also went the extra mile by providing valuable insights and guidance on investments outside of his portfolio. This level of commitment and expertise sets him apart, making the overall experience truly outstanding. Moreover, his patience and willingness to dedicate additional time to address my numerous questions further underscored his dedication to client satisfaction. I wholeheartedly recommend his services to anyone seeking a financial advisor who not only excels in their role but also goes the extra mile to add significant value to their clients' financial journeys.
Billy is always helpful and very knowledgeable.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
James P. Reynolds has a successful tenure as a financial advisor at Edward Jones, leveraging his expertise to assist clients. He completed his Bachelor of Science at the University of South Florida. As a financial advisor since 2004, he believes investing time in understanding your goals is important before he makes decisions on your investments. Working closely with you and your CPA, attorney, and other professionals, he and his build a tailored financial strategy to identify and help you reach your financial goals. They focus on understanding the investment world in understandable terms so you know why they suggest a specific plan, what to expect from it, and how much it will cost. The firm collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertise. Their financial advisors are dedicated to supporting clients throughout their lifelong journey, providing guidance and assistance as circumstances evolve. Their team is here to help you achieve your goals, and it all begins with a conversation, so give them a call soon.
Specialty:
Contact:
Working Hours:
Fri: 8am - 3pm
Sat & Sun: Closed
TBR® Inspection Report:
JAMES P REYNOLDS - EDWARD JONES REVIEWS
The most honest and caring advisor one could ask for. He really takes the time to listen and get to know you as an individual and will go beyond to deliver 5 star service. Really understands economics and the market well. Great advisor.
James Reynolds has the highest moral and ethical standards of anyone I know. I can’t think of a better person to trust with your finances.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.