3 Best Financial Services in Lubbock, TX

Here’s The Deal:
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.

Here’s The Deal:
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.

Here’s The Deal:
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.