Wealth Management Longview TX

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Mr. Tom E Riley, CFP®
(903) 753-5343
1302 Judson Rd
Longview, TX
Firm
RBC Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues

Data Provided by:
Mr. Herman C Bell Jr., CFP®
(903) 241-7510
911 W. Loop 281, Suite 310
Longview, TX
Firm
Morgan Stanley

Data Provided by:
Mrs. Kellyn R. Drayer, CFP®
(903) 753-1020
2002 Judson Rd Ste 202
Longview, TX
Firm
Stifel, Nicolaus & Company, Inc.

Data Provided by:
Mr. Patrick A. Vanburkleo, CFP®
(903) 843-2517
606 W. Tyler Suite C.
Gilmer, TX
Firm
LPL Financial

Data Provided by:
Chase Bank
(903) 234-2482
116 E S St
Longview, TX
Type
Freestanding
Office Hours
Mon:9:00-5:30
Tues:9:00-5:30
Wed:9:00-5:30
Thurs:9:00-5:30
Fri:9:00-6:00
Sat:9:00-1:00
Sun:closed

Mr. Russell Buckstaff, CFP®
1511 Judson Rd.
Longview, TX
Firm
Allstate

Data Provided by:
Shane T Sherwood, CFP®
(903) 297-9800
911 NW Loop 281
Longview, TX
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Dave L Spurrier, CFP®
(903) 295-8646
2820 Bill Owens Parkway
Longview, TX
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Regions Bank - Longview Downtown Remote Drive Thru
(903) 237-3501
208 N Center Street
Longview, TX
Type
Branch
Office Hours
M-S CLOSED
Su NA
Drive Up Hours
M-F 8:00-6:00
S CLOSED
Su NA

Capital One
(903) 241-9000
1111 Judson Road
Longview, TX
Type
Branch
Services
Drive-Up ATM Self Service Coin Counter Open after 5 PM Open on Saturday Branch Drive-Up Safe Deposit Box
Office Hours
Sun , Mon 9 AM - 5 PM, Tue 9 AM - 5 PM, Wed 9 AM - 5 PM, Thu 9 AM - 5 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,

Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

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