Best Financial Advisors in Longview

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
80+
Advisors
4.8/5.0
Average Rating

Longview Financial Landscape

Longview's economy is diverse, with strengths in manufacturing, healthcare, and retail. The city benefits from its strategic location in East Texas, fostering regional trade.

Major industries
Manufacturing, Healthcare, Retail
Population
81.4K (metro: 814.4K)
Median household income
$54,000
Unique needs
Longview requires enhanced infrastructure and workforce development to support its growing industries.
Market Insights
Economic Growth
According to BEA (2023), Longview's GDP has shown steady growth, driven by increased manufacturing output and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Longview is $54,000, reflecting a diverse economic base and workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Longview are increasingly focusing on retirement planning and investment strategies for local industries.
Local Considerations
Cost of Living
According to BLS (2024), Longview's cost of living remains below the national average, making it an attractive location for new residents.
Real Estate Market
According to Zillow (2024), Longview's real estate market is experiencing rising prices, indicating potential bubble risks in the housing sector.
Business Environment
According to Fortune (2024), Longview's business climate is favorable, with incentives for new businesses and a supportive local government.

Top 5 Financial Advisors in Longview

Belonging Wealth Management - Fiduciary Financial Advisor
★ ★ ★ ★ ★ 5
Sherwood Wealth Partners - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Rose Retirement Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Forrest Williams
★ ★ ★ ★ ★ 5
Eagle Capital Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Longview, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Longview-Specific Expertise
For Longview residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Longview's reliance on manufacturing poses economic risks; housing market shows signs of overvaluation. Monitor flood risks and diversify into tech and services.

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