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.

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:
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

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

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,

Martin Mesecke
Self Worth Financial Planning LLC
(214) 774-4826
4965 Preston Park Blvd., Suite 280
Plano, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

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:
Morgan Stanley
(866) 385-9714
5030 Champions Drive
Lufkin, TX
 
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

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

Steven Estrin
The Financial Advisory Group Inc.
(713) 627-7660
5599 San Felipe. Suite 900
Houston, TX
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, MBA

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