Top Three Rated

Best Financial services in LUBBOCK

3 trusted local Financial Services in Lubbock, Texas

Caprock Financial Group

6422 98th St #200, Lubbock, TX
Pincode: 79424
5.0 (8 reviews) Since 2017
Specialties
Insurance & Protection Planning Healthcare & Long-Term Care Preparedness Investment Strategy & Risk Management Tax Planning Retirement Income Planning Estate & Legacy Planning
About Business

Caprock Financial Group works with individuals and families in Lubbock, Texas who want to slow things down and look at how income, taxes, and long-term considerations fit together. Their approach is e...

Caprock Financial Group works with individuals and families in Lubbock, Texas who want to slow things down and look 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. If you are ready to talk through your questions or explore next steps, connect with them to schedule a conversation.

Working Hours
Open Mon - Thu 9:00 am - 5:00 pm Fri 9:00 am - 12:00 pm Sat & Sun Closed
Customer Review
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.
View Business Details

LoneStar Wealth Management

10210 Frankford Ave Ste 220, Lubbock, TX
Pincode: 79424
5.0 (6 reviews) Since 2001
Specialties
Federal Employee Benefits Advisor Generational Vault Legacy Planning & Preservation VA Benefits Advisor Income Planning Wealth Management Strategies Investment Advising And Strategies Tax Planning For Individuals Financial Services And Health Social Security Maximization
About Business

LoneStar Wealth Management Since 1997, Michael Byers and Mark Groom have built a foundation of trust with over 2,000 clients in the insurance and financial planning sectors. Their journey began at a F...

LoneStar Wealth Management Since 1997, Michael Byers and Mark Groom have built a foundation of trust with over 2,000 clients in the insurance and financial planning sectors. Their journey began at a Fortune 500 company, where both rose through management ranks as top producers. In 2001, recognizing a shift away from client-first values, Michael founded Texas Alliance Financial—now known as LoneStar Wealth Management—in Lubbock, Texas, where Mark soon joined him.

Working Hours
Open Mon - Fri 9:00 am - 5:00 pm
Closed Sat & Sun Closed
Customer Review
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.
View Business Details

Primerica : Billy Weikel

11006 Indiana Ave #200, Lubbock, TX
Pincode: 79423
5.0 (3 reviews) Since 2009
Specialties
Financial Needs Analysis Term Life Investments Mortgage Debt Solutions Auto & Home Pre-Paid Legal Identity Theft Vivint
About Business

Billy Weikel is a Primerica Financial Representative dedicated to helping individuals and families achieve their financial goals through personalized financial strategies. He provides guidance on buil...

Billy Weikel is a Primerica Financial Representative dedicated to helping individuals and families achieve their financial goals through personalized financial strategies. He provides guidance on building long-term financial security by offering solutions for investments, retirement planning, income protection, mortgage lending, and financial education. Billy focuses on delivering professional, client-centered service and helping clients make informed financial decisions with confidence.

Working Hours
Open Call For Hours
Customer Review
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!
View Business Details