Top financial advisors in Nacogdoches, 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 in Nacogdoches, TX, if you're managing significant property taxes or planning for federal tax impacts without state income tax. A common mistake is overlooking how property and sales taxes affect your overall financial picture, which can lead to unexpected expenses.
- Property tax modeling. Confirm how the advisor incorporates local property tax rates into your long-term financial plan.
- Federal tax focus. Ask how they optimize your strategy around federal income tax since Texas has no state income tax.
- Multi-state considerations. If you have assets or income in other states, check how they handle tax implications across state lines.
- Experience with local markets. Inquire about their familiarity with Nacogdoches-specific economic factors that might influence your investments or cash flow.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephen W
Series 63, Series 66
Nacogdoches, TX
Raymond James Financial
Stephen Wright in Nacogdoches, TX, offers expertise in business exit strategies and retirement income planning, supported by 22 years of experience and Series 63 and 66 licenses. Affiliated with Raymond James Financial, a large firm serving diverse clients, he provides flat-fee planning and hourly consulting, combining asset-allocation analysis with firm research to address local tax and investment considerations effectively.
Experience: 22 years
Avg account: $700,796
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George R
Series 63, Series 65
Nacogdoches, TX
B. Riley Wealth Advisors, Inc.
George Ray Jr. offers extensive expertise in wealth management and retirement income strategy, supported by 44 years of experience and Series 63 and 65 licenses, making him well-equipped to address financial planning needs in Nacogdoches, TX. His affiliation with B. Riley Wealth Advisors, a firm managing over $7 billion in assets and serving diverse client types, complements his independent, flat-fee approach, distinguishing him from other local advisors.
Experience: 45 years
Avg account: $398,069
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Alyssa B
Series 66, Series 63
Nacogdoches, TX
Fidelity
Alyssa Barnes is well-equipped to address financial needs in Nacogdoches, TX, with 10 years of experience and expertise in charitable giving and active portfolio management. Working at Fidelity, a large firm known for combining fundamental research and quantitative analysis, she also brings local insight as an adjunct professor of farm management at Stephen F. Austin State University, offering a unique perspective compared to other advisors.
Experience: 11 years
Avg account: $234,793
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Amanda M
Series 66
Nacogdoches, TX
Level Four Advisory Services
Amanda Mitchum offers expertise in tax strategies for small businesses and wealth management, which is valuable for managing property and federal tax impacts in Nacogdoches, TX. With 11 years of experience and a Series 66 license, she provides flat-fee financial planning through Level Four Advisory Services, an SEC-registered firm managing over $5 billion, distinguishing her with access to diverse model portfolios and comprehensive asset management.
Experience: 11 years
Avg account: $318,446
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Wendy B
Series 63, Series 65
Nacogdoches, TX
Thurston Springer Advisors
Wendy Buchanan's 32 years of experience and Series 63 and 65 licenses equip her to address complex financial needs in Nacogdoches, including property tax modeling and federal tax strategies relevant to Texas residents. Her firm, Thurston Springer Advisors, offers diverse investment approaches like Tactical Momentum and serves individuals, corporations, and charities with flexible fee structures including flat and hourly fees, distinguishing her from other local advisors.
Experience: 32 years
Avg account: $357,006
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