Wealth Management Firms Lufkin TX

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Lufkin, TX. We have compiled a list of businesses and services around Lufkin, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Gregory T. Bowman, CFP®
(936) 631-3900
5030 Champions Dr
Lufkin, TX
Firm
MSSB
Areas of Specialization
Education Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Planning

Data Provided By:
Bank of America
(936) 639-8340
504 S. 2nd St
Lufkin, TX
Type
Banking Center

Bank of America - Lufkin
(936) 639-2141
415 S. 1st Street
Lufkin, TX
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits
Indoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-3
Tuesday 9-3
Wednesday 9-3
Thursday 9-3
Friday 9-5
Saturday Closed
Sunday Closed

Regions Bank - Lufkin Main Remote Drive Thru
(936) 633-2124
221 South Second Street
Lufkin, TX
Type
Branch
Office Hours
M-S CLOSED
Su NA
Drive Up Hours
M-Th 8:00-5:30
F 8:00-6:00
S CLOSED
Su NA

Michelle Miller
Michelle R. Miller, CPA, CFP, PC
(512) 657-6519
6505 Laurelwood Drive
Austin, TX
Expertises
Women's Financial Planning Issues, Planning Issues for Unmarried & Same-Sex Couples, Tax Planning, Helping Clients Identify & Achieve Goals, Advising Entrepreneurs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Jack B. Davis, CFP®
(936) 634-3378
1101 S Chestnut St
Lufkin, TX
Firm
The Advanced Financial Group
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Morgan Stanley
(866) 385-9714
5030 Champions Drive
Lufkin, TX
 
Capital One
(936) 639-3131
1610 South First Street
Lufkin, TX
Type
Branch
Services
Drive-Up ATM Investments Representative Open after 5 PM Open on Saturday Branch Drive-Up Safe Deposit Box
Office Hours
Sun , Mon 9 AM - 4 PM, Tue 9 AM - 4 PM, Wed 9 AM - 4 PM, Thu 9 AM - 4 PM, Fri 9 AM - 5 PM,
Drive Up Hours
Sun , Mon 7:30 AM - 6 PM, Tue 7:30 AM - 6 PM, Wed 7:30 AM - 6 PM, Thu 7:30 AM - 6 PM, Fri 7:30 AM - 6 PM,

Bank of America - Lufkin West
(936) 632-6621
805 S John Redditt Dr
Lufkin, TX
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-3
Tuesday 9-3
Wednesday 9-3
Thursday 9-3
Friday 9-5
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 7:30-6
Tuesday 7:30-6
Wednesday 7:30-6
Thursday 7:30-6
Friday 7:30-6
Saturday 8:30-12
Sunday Closed

Paul Greenleaf
Greenleaf Financial Planning
(512) 913-8555
8401 Laughing Water Lane
Round Rock, TX
Expertises
Hourly Financial Planning Services, Middle Income Client Needs, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Tax Planning, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874