Fiduciary advisors in Lubbock, TX

Lubbock, Texas

Alpha Capital Strategies is an independent financial advisory firm in Lubbock, Texas, operating as a fiduciary and registered investment advisor through LPL Financial. The firm offers fee-only financial planning, estate planning, insurance analysis, and transactional product placement, with particular focus on business owners and families. Led by Principal Brandon Snyder and a team that includes an insurance consultant and paraplanner, the firm emphasizes disclosure of conflicts of interest and operates under fiduciary principles requiring advice in clients' best interests.

Lubbock, Texas

Anchor Financial Services, LLC (operating as Kim Barnes Bookkeeping Services) is a Lubbock-based bookkeeping firm serving business owners across construction, landscaping, nonprofits, real estate, retail, and other industries. The firm provides financial statement preparation, payroll processing, and invoicing using QuickBooks Desktop or Online, and works alongside clients' accountants on tax matters without providing tax preparation directly. The team includes members with backgrounds in accounting, finance, physical therapy, and education, offering customized pricing based on individual business needs.

Lubbock, Texas

Kingsview Partners Lubbock Office is an investment advisory firm in Lubbock, Texas. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lubbock, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lubbock, 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 five days a week. It holds a 1.8-star rating from 5 Google reviews.

Lubbock, Texas

Winston Wealth Advisors is an investment advisory firm in Lubbock, Texas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 21 Google reviews.