Top financial advisors in Big Spring, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering financial advice if you're navigating significant property taxes or planning for federal tax impacts without the cushion of state income tax. A common pitfall is overlooking how sales and property taxes affect your overall financial picture, leading to unexpected expenses.
- Federal and property tax balance. Confirm how the advisor integrates federal tax planning with property tax considerations unique to Texas.
- Sales tax impact. Ask how they factor in Texas's sales tax when modeling your cash flow and spending.
- Multi-state planning. If you have ties outside Texas, check how they handle tax implications across different states.
- Local market knowledge. Ensure they understand Texas's economic sectors like oil and gas, which can influence your investment and retirement strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jimmy N
Series 63, Series 66
Big Spring, TX
Edward Jones
Jimmy Newsom's 30 years of experience and expertise in wealth management and multi-generational wealth transfer make him well-equipped to address the complex tax and property considerations in Big Spring, TX. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive fee structure and serves a diverse client base, distinguishing him from other local advisors.
Experience: 30 years
Avg account: $246,728
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Troy T
Series 63, Series 65
Big Spring, TX
LPL Enterprise
Troy Tompkins offers expertise in general retirement planning and tax-loss harvesting, which can help balance federal and property tax considerations unique to Texas. With 29 years of experience at a large firm and a flat-fee structure, he serves self-employed clients and business owners, bringing local insight as a Big Spring city council member that distinguishes him from other advisors.
Experience: 30 years
Avg account: $239,757
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Theresa M
Series 63, Series 65
Big Spring, TX
Packerland Brokerage Services, Inc.
Theresa Manderski's 26 years of experience and expertise in retirement income strategy and wealth management equip her to address the complex tax considerations in Big Spring, TX, including property and federal taxes. Operating independently with a flat-fee structure, she offers personalized financial planning through Packerland Brokerage Services, which manages over $900 million in assets and serves diverse client types, distinguishing her from other local advisors.
Experience: 27 years
Avg account: $277,427
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Garrett G
Series 66
Big Spring, TX
Raymond James Financial
Garrett Gunn offers expertise in general retirement and business succession planning, with a focus on cash flow and budgeting, which is crucial for managing property and federal tax impacts in Big Spring, TX. Affiliated with Raymond James Financial, a large firm known for flat-fee structures and serving diverse clients, he brings eight years of experience and a Series 66 designation, distinguishing him from advisors with different fee models or firm sizes.
Experience: 8 years
Avg account: $700,796
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Steven S
CFP®, Series 63
Big Spring, TX
LPL Financial
Steven Stone's 36 years of experience and CFP® certification equip him to address complex financial needs in Big Spring, TX, including tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm offering diverse investment options and in-house research, he provides flat-fee financial planning, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 36 years
Avg account: $399,489
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