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BEST RATED LUBBOCK, TX FINANCIAL SERVICES

3 Best Financial Services in Lubbock, TX

Expert-recommended Top 3 Financial Services in Lubbock, 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!

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CAPROCK FINANCIAL GROUP

(4.8 Score)
6422 98th Street, Suite 200,
Lubbock, TX 79424 Directions

Since 2017

Specialty:

✓Retirement Income Planning ✓Tax Planning ✓Investment Strategy ✓Risk Management ✓Healthcare and Long-Term Care Preparedness ✓Insurance and Protection Planning ✓Estate and Legacy Planning

“2026 Highlights: Caprock Financial Group works with individuals and families and looks at how income, taxes, and long-term considerations fit together. Their approach is education-first and relationship-driven, with time set aside to listen, explain options in plain language, and support thoughtful decisions shaped by family, lifestyle, and values. Dereck Blair is the president of Caprock Financial Group. He graduated from West Texas A&M University. He helps clients design resilient financial strategies, building generational wealth with intention through a highly personalized and comprehensive planning process. Schedule a call with Caprock Financial Group to know what options may be worth considering. ”

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Contact:

(806) 749-7870

Mon-Thu: 9am - 5pm
Fri: 9am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

LoneStar Wealth Management - Lubbock, TX Financial Services - Portrait
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LONESTAR WEALTH MANAGEMENT

(4.8 Score)
10210 Frankford Avenue, Suite 220,
Lubbock, TX 79424 Directions

Since 2001

Specialty:

✓Retirement and Federal Retirement Planning ✓Wealth Management ✓Legacy and Investment Planning ✓Tax Planning Strategies ✓Medicare ✓Life Insurance ✓Income Planning ✓Social Security Maximization

"LoneStar Wealth Management strives to support and educate clients in planning and executing their best financial decisions. Michael Jon Byers is President and Founder of LoneStar Wealth Management and LoneStar Registered Investment Advisors, PLLC. He has additionally appeared on Fox News on numerous occasions as a financial analyst. Coupled with over 22 years of experience, Michael excels at translating complex financial matters into understandable language for readers and audiences around the country. LoneStar Wealth Management is focused on protecting their clients' financial lives from the volatility of the greater financial markets.

2026 Highlights: LoneStar Wealth Management provides workshops and webinars to inform latest and greatest information and tools used to help prepare for your needs."

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License CRD #5383809

Price:

Financial Planning and Consulting Hourly Fee $200
Financial Planning and Consulting Fixed Fee $2500

Contact:

(806) 765-8444

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

TBR® Inspection Report:

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BILLY WEIKEL

(4.7 Score)
PRIMERICA 11006 Indiana Avenue, Suite 200,
Lubbock, TX 79423 Directions

Since 2009

Specialty:

✓Managed Investments ✓403(b) and 403(b)(7) Plans ✓Mutual Funds ✓Annuities ✓College Savings Plans ✓SEP and Simple IRA Plans ✓Retirement Planning ✓Traditional and Roth IRAs

"Billy Weikel is a licensed financial representative and Regional Vice-President at Primerica. 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 as they would want to be treated, with respect and integrity. Primerica welcomes Lubbock residents to call or visit their office to see how they can help them achieve their financial goals and dreams.

2026 Highlights: Primerica was recognized in Time, as America's best financial services in 2026."

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License #1970498

Contact:

(806) 831-9670 (806) 785-4737

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TBR® Inspection Report:

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CAPROCK FINANCIAL GROUP REVIEWS

Dereck Blair and his staff have given us the utmost attention since our first encounter three years ago. They have made us feel like family and have done a tremendous job in taking care of our finances in doing the very best for our future! Caprock Financial Group is such a trustworthy, caring, professional and knowledgeable firm, therefore, contact them as soon as possible for your financial needs.

Derek and his staff has helped my account to grow without me having to make decisions that I do not know about...very seamless. His team is trustworthy and makes you feel at home. The staff is very knowledgable and so easy to work with.

Everyone at Caprock Financial Group is so helpful and nice. We trust them to help guide us in planning for our future. They meet with us regularly and always keep us informed on our investments.

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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 in 2013 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.

The team at Lonestar consistently goes above and beyond. Smart, attentive, effect, responsive and professional are just a few words I would use to describe Mike and his team. Highly recommend.

BILLY WEIKEL 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 an outstanding financial advisor! He is extremely professional, knowledgeable, and truly cares about helping his clients succeed. He takes the time to explain everything in a way that’s easy to understand and always puts your best interest first. You can tell he genuinely wants to see you prosper financially, and that makes all the difference. I highly recommend Billy to anyone looking for trusted financial guidance.

Billy is always helpful and very knowledgeable.

TBR® Inspection Score Report

CAPROCK FINANCIAL GROUP Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Business Images: 10
Emblem: 10
Exact Services: 10
Legitimate Ratings: 10
Reviews Accuracy of : 10
Destination Wedding: 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

LONESTAR WEALTH MANAGEMENT Total Inspection Points: 114/120
Business Hours: 8
Current Evaluation: 8
Reviews Study: 8
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BILLY WEIKEL Total Inspection Points: 113/120
Acknowledgments: 8
Reviews Study: 8
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10