Top financial advisors in Longview, 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.
If you own property in Longview, TX, or plan to buy soon, you need an advisor who understands how property taxes impact your overall financial picture. Many advisors overlook how Texas's lack of state income tax is balanced by significant property and sales taxes, which can affect your cash flow and investment decisions.
- Federal and property tax balance. Confirm how they integrate federal income tax planning with property tax considerations unique to Texas.
- Local market knowledge. Ask about their experience with Longview's real estate trends and how that influences your financial strategy.
- Multi-state tax planning. If you have assets or income in other states, check how they coordinate tax strategies across jurisdictions.
- Long-term cost modeling. Ensure they project ongoing property tax impacts alongside your retirement and investment plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brandon R
CFP®, EA, RICP®
Longview, TX
Belonging Wealth Management
Brandon Renfro is well-equipped to address the financial needs of Longview property owners, integrating federal income tax planning with local property tax considerations, supported by 15 years of experience and CFP®, EA, and RICP® credentials. His flat-fee structure and focus on Baby Boomers, combined with a teaching approach and local residence, distinguish him from other advisors in the area.
Experience: 16 years
Avg account: $601,896
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Paula M
Series 63, Series 66
Longview, TX
LPL Financial
Paula Mccauley brings 29 years of experience and expertise in wealth management and tax-loss harvesting, which can help balance federal and property tax considerations unique to Longview, TX. Operating within LPL Financial, a large firm offering flat-fee financial planning, she serves a diverse client base including business owners and retirees, providing access to extensive research and asset management resources.
Experience: 30 years
Avg account: $399,489
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Lance S
CFP®, Series 66
Longview, TX
Edward Jones
Lance Slaten's 13 years of experience and CFP® certification equip him to address the complex tax considerations of property ownership in Longview, TX, including integrating federal and property tax planning. As part of Edward Jones, a large firm with a broad advisory network, he offers comprehensive wealth management and retirement income strategies with a fee structure up to 1.35% annually, suitable for clients seeking multi-generational wealth transfer guidance.
Experience: 14 years
Avg account: $246,728
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Kylie F
Series 63, Series 65
Longview, TX
Equitable Advisors
Kylie Farmer's 23 years of experience and Series 63 and 65 licenses equip her to address the unique property tax challenges in Longview, TX, especially for Baby Boomers approaching retirement. Working with Equitable Advisors, a large firm offering a hybrid advisory and brokerage model, she serves high-net-worth clients and provides flexible fee structures, including asset-based and hourly options, distinguishing her from other local advisors.
Experience: 23 years
Avg account: $570,841
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Ronnie B
Series 63, Series 66
Longview, TX
J.P. Morgan Securities
Ronnie Barton, based in Longview, TX, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized asset allocation advice. With Series 63 and 66 licenses and four years of experience, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking a blend of large-firm resources and personalized attention.
Experience: 5 years
Avg account: $318,381
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