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!

CALL EMAIL

LONESTAR WEALTH MANAGEMENT

4.8 (115)
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 Funeral Insurance

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.

Reviews | Play Video | Write a Review

Contact:

(806) 765-8444

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

TBR® Inspection Report:

Billy Weikel - PRIMERICA Lubbock Financial Services image 1
Best Financial Services in Lubbock TX - Billy Weikel - PRIMERICA image 2
CALL EMAIL

BILLY WEIKEL

4.8 (114)
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 Retirement Planning

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.

Reviews   |   Write a Review

Contact:

TBR® Inspection Report:

 James P Reynolds - Edward Jones Lubbock Financial Services image 1
Best Financial Services in Lubbock TX -  James P Reynolds - Edward Jones image 2
Top Financial Services in Lubbock TX -  James P Reynolds - Edward Jones image 3
CALL EMAIL

JAMES P REYNOLDS

4.7 (113)
EDWARD JONES 8201 Quaker Avenue, Suite 150,
Lubbock, TX 79424 Directions

Since 2004

Specialty:

Wealth Strategies Intergenerational Planning and Retirement Planning Estate and Tax Planning Business Succession and Insurance Planning Asset Management

James P. Reynolds is a financial advisor at Edward Jones. 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 team build a tailored financial strategy to identify and help you reach your financial goals. Edward Jones 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.

Reviews   |   Write a Review

Contact:

(806) 798-5678

Mon-Thu: 8am - 4pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report: