Top financial advisors in Texarkana, 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're managing significant property taxes or navigating federal tax rules without the cushion of state income tax, you need an advisor who understands Texas's unique tax landscape. A common mistake is overlooking how property and sales taxes impact your overall financial picture, leading to unexpected expenses.
- Federal and property tax balance. Confirm how they integrate federal tax planning with property tax considerations specific to Texarkana.
- Multi-state awareness. Many Texans have ties across state lines; ask how they handle tax implications beyond Texas.
- Local market knowledge. Understanding Texarkana's economic factors can influence investment and retirement strategies.
- Experience with diverse client needs. Whether you're a business owner or planning retirement, check how they tailor advice to your situation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kevin S
Series 63, Series 66
Texarkana, TX
Ameriprise
Kevin Sherman specializes in retirement income strategies and Social Security optimization, making him well-suited for clients approaching retirement in Texarkana, TX. Working with Ameriprise, a large firm known for research-driven, tax-efficient planning and a 0.15% AUM fee, he brings seven years of experience and local insight through his involvement in multiple Texarkana boards and councils.
Experience: 7 years
Avg account: $471,167
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Jonathan B
Series 66
Texarkana, TX
Edward Jones
Jonathan Biddy offers expertise in retirement income strategy and estate planning, which is valuable for managing Texarkana's unique tax environment. His nine years of experience at Edward Jones, a large firm with over $1 trillion in assets, provide access to diverse managed solutions and a broad advisor network, distinguishing him from smaller local advisors.
Experience: 9 years
Avg account: $246,728
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Nicholaus D
CFP®, Series 63, Series 66
Texarkana, TX
Carroll Advisory Group
Nicholaus Domachowski, a CFP® with eight years of experience in Texarkana, TX, specializes in business exit and sale strategies, making him well-suited for clients managing complex financial transitions. His firm, Carroll Advisory Group, serves high-net-worth individuals and offers flat-fee, project-based financial planning with discretionary portfolio management using both fundamental and technical analysis, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 8 years
Avg account: $1,625,664
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Benjamin S
Series 63, Series 66
Texarkana, TX
LPL Financial
Benjamin Stroud's 21 years of experience and expertise in wealth management, retirement plans for business owners, and tax-loss harvesting equip him to address Texarkana's unique tax challenges, including property and federal tax integration. Operating within LPL Financial, a large firm, he offers flat-fee financial planning and serves diverse clients, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 21 years
Avg account: $399,489
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Lorie W
Series 63, Series 66
Texarkana, TX
Cetera
Lorie Walling's experience with wealth management and retirement plans for business owners suits clients in Texarkana navigating property and federal tax considerations. Operating within Cetera, a large firm offering flat fees and discretionary portfolio management, she supports diverse clients including high earners and those approaching retirement, providing tailored strategies that consider local economic factors and multi-state tax implications.
Experience: 9 years
Avg account: $306,089
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