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Lubbock Financial Services, Inc.
Lubbock, Texas
5.0
1 Review
Lubbock Financial Services, Inc., a small investment advisory firm based out of Lubbock, TX, is dedicated to providing personalized financial solutions to their clients. With over 100 individual clients and more than $124,988,000 in assets under management, they have established a reputation for delivering exceptional service.
Lubbock Financial Services, Inc. understands the importance of tailored financial planning and investment strategies. While they manage a diverse range of accounts, including 401Ks and individual funds, their expertise extends to managing employer funds as well. An impressive 96% of the assets they oversee ...see more
Assets Under Mgmt
$124.99M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: CONSULTING
Disclosures
- Attorney, accountant, or federal contractor privileges been revoked or suspended
Reviews for Lubbock Financial Services, Inc.
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