3 advisors with offices in Longview. Credentials, fee structures, and minimums are disclosed on each listing.
Longview, Texas
7 Waters Financial Group is an investment advisory firm in Longview, Texas. Services include Retirement Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsLongview, Texas
First Keystone Wealth Management &Partners is an investment advisory firm in Longview, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.
View detailsLongview, Texas
HMV Wealth Advisors is a Longview-based investment and wealth management firm operating as an affiliate of Heard, McElroy & Vestal, a regional accounting and business consulting firm. The firm operates under a fiduciary standard and employs an evidence-based investment approach focused on controlling costs and taxes rather than market timing, with affiliation to Focus Partners Advisor Solutions for access to institutional investment options. The firm serves businesses and individuals with services including investment management, tax planning, estate planning, charitable giving strategies, and asset protection guidance.
View detailsAdvisors serving Longview specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.