Wall3 Financial LLC

McDonald Capital Management is an SEC-registered investment advisor based in Lubbock, TX, offering proactive portfolio management services with over 100 combined years of industry expertise. They serve a diverse range of clients, including private clients, families, trusts, estates, endowments, foundations, non-profit entities, retirement plans, corporations, and businesses, providing comprehensive financial planning and strategic portfolio management. With a strong focus on internal research and analysis, McDonald Capital Management develops investment policy statements tailored to each client's objectives and constraints. As a fiduciary, they manage client assets in a manner consistent with their best interests, utilizing a wide range of diversified instruments such as individual equities, ETFs, and bonds to maintain balanced and efficient portfolios.Generated from the website

RFS Financial Services, located in Lubbock, Texas, is dedicated to empowering individuals with knowledge and resources to navigate their personal financial situations. The firm focuses on a proactive approach to financial management, offering services in areas such as insurance, investing, retirement planning, and wealth preservation. With a mission to educate clients, RFS provides an array of tools including newsletters, articles, calculators, and videos that simplify complex financial concepts. Their team of skilled professionals is committed to helping clients understand the potential rewards available through strategic financial planning. Generated from the website

At Golden Circle Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Lubbock, TX area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.