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Investment Advisory Service

An investment advisory company needs to make sure that it provides clients with comprehensive, strategic wealth management plans. Doing this requires several types of professionals who have expertise in different areas of money investments and wealth management.

Stock brokers working for the company should know about trading different types of stocks and public company investments. Many of them have Master's degrees from colleges or universities that prepare them to create plans that include IRA funds, securities, and mutual funds. Understanding these areas helps them develop strategic financial growth plans for their clients.

Advisory companies also need experts in land investment. These professionals should know how to use a client's capital to invest in property that will increase in value or make money from rentals and leases. Not only should they know how to invest the client's capital into the best property opportunities, but they should also understand how to turn equity and liquid assets into low-cost mortgages and property insurance.

The wealth and assets accumulated from trading stocks, dividends, IRAs, securities, and property make it important for individuals to consult with tax experts who can help them save money instead of paying taxes on their financial gains. Investment advisory services should, therefore, have tax lawyers who can provide accurate information about protecting assets and wealth from the IRS without breaking the law.

A truly strategic financial plan will include all of these aspects, so individuals should look for investment companies that offer all of these services. Those that can do so at reasonable rates might be worth partnering with.

Investment Adviser Association
Employ our reliable investment advisory service in the Lubbock area to get your finances in proper order. Providing the full breadth of investment advisory services in the Lubbock area to make sure you're money is safe.
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STANDARD LISTINGS:   INVESTMENT-ADVISORY-SERVICE IN/NEAR LUBBOCK
Blake/Cooper Financial St Write review for this local business
1001 Main St, Lubbock, TX 79401
(806) 744-5511  
Lowe Larry Investments Write review for this local business
2313 Broadway, Lubbock, TX 79401
(806) 747-1067  
Woody Dwain F Investments Write review for this local business
1500 Broadway, Lubbock, TX 79401
(806) 749-3911  
Kastman Benton Write review for this local business
1640 Broadway, Lubbock, TX 79401
(806) 744-2616  
Surety Investment Co Write review for this local business
4806 Knoxville Ave, Lubbock, TX 79413
(806) 791-0367  
Barnes Brock Write review for this local business
3330 70th St Ste 115, Lubbock, TX 79413
(806) 687-6879  
Three Bmh Investments Write review for this local business
1706 N Nashville Ave, Lubbock, TX 79415
(806) 771-4840  
Merrill Lynch Wealth Management Write review for this local business
2510 Marsha Sharp Fwy, Lubbock, TX 79415
(806) 741-4000  
Hub Investment Corp Write review for this local business
6509 2nd St, Lubbock, TX 79416
(806) 785-4002  
Lazy D Investments Write review for this local business
12105 Geneva Ave, Lubbock, TX 79423
(806) 771-9128  
West Texas Investments Write review for this local business
4020 82nd St, Lubbock, TX 79423
(806) 687-5257  
Securities America Write review for this local business
7602 University Ave, Lubbock, TX 79423
(806) 745-8776  
Westmark Realtors Write review for this local business
4105 84th St, Lubbock, TX 79423
(806) 794-3300  
McDonald Capital Management Write review for this local business
8001 Quaker Ave Ste J, Lubbock, TX 79424
(806) 744-8617  
Capital Choice Financial Services Write review for this local business
5305 77th St, Lubbock, TX 79424
(806) 794-5697  
Mojica Insurance & Investments Write review for this local business
5121 69th St, Lubbock, TX 79424
(806) 798-0349  
Senior Investment Services Write review for this local business
5147 69th St, Lubbock, TX 79424
(806) 687-4767  
Lincoln Financial Group Write review for this local business
5214 68th St Ste 100, Lubbock, TX 79424
(806) 798-0045  
Ica-Investmentcenter of America @ Hscb Write review for this local business
201 W 6th St, Plainview, TX 79072
(806) 293-6900  
Gilliland Investment Management Write review for this local business
2001 4th Ave Ste 1, Canyon, TX 79015
(806) 655-5909  
Edward Jones Write review for this local business
1610 4th Ave, Canyon, TX 79015
(806) 655-4994  
Heath Hughes CPA Write review for this local business
307 W 16th St Ste C, Big Spring, TX 79720
(432) 267-3659  
Kenmark & Associates Write review for this local business
1001 E Fm 700, Big Spring, TX 79720
(432) 268-9292  
Brian Marlar Investments Write review for this local business
406 E Marcy Dr, Big Spring, TX 79720
(432) 267-2000  
An investment advisory service offers asset, firm, capital, consulting, corporate, investor, equity, finance, insurance, mortgage, pension, securities and strategic services. When choosing an investment advisory service, research their background thoroughly. Choose a few different options to start with and contact each one. Ask for references, contact information, quotes and an outline of company policy. Ask how long they have been in operation and whether it is a local, national or multinational entity. Make sure the company you choose has proper licenses and certificates. You should also ask where they are located. Some companies are national, statewide and local. Many of the national and statewide companies might have offices in your area. Many people prefer using companies that have offices that they can visit. Most investors are concerned about their capital, asset acquisitions and corporate investments. They like to speak to their advisor directly rather than over the phone or via e-mails. When you are talking to the customer service representative, be sure to get as much information as you need to make an educated decision. You want a company with advisors that can help you with trading stocks, realty acquisition and financial investment in things like energy and global funds. If you are interested in these things, be sure to ask them for advice on these things. As the rep answers your questions, notice if he or she is courteous. This is often an indication of how you will be treated later. Be sure to ask about the best way to contact your advisor and when the office's hours of operation are. Knowing all of these things will help you pick the investment advisory consulting service company that's right for you.



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