Top 15 Financial Advisors in Amarillo, TX

Karen Smith An excellent experience. Amy was very knowledgeable, helpful, and nice. She made the entire process very easy!

Glenda Guthrie So far, I have been extremely happy with Genesis and the people who work there. They make you feel like you are special.

Chad Bonds Tim gives recommendations that make sense. I have known him for years and would recommend his financial planning skills above anyone else in the area.

Gage Climer Kendall is always professional and very personable. One thing that has impressed me is his knowledge about the current market and he is always adapting to new changes. I would recommend his financial services to anybody.

Clint Caldwell Joseph has been my financial advisor for 10+ years. He has always gone beyond for me and has shown return over anticipated growth. Since starting with Edward Jones in 2007 I have seen many ups and downs in the market. Joseph has walked me through these and really educated me. My money has been able to work harder and I have peace of mind for my retirement and my family. Joseph is a pillar of the community. He has been recognized as a person of the year and over all has fantastic character. I trust Joseph and I highly recommend his service.

Jeff Lester Steve Martinez is a great financial advisor and has many money invested in some very productive investments.

Shelley Tijerina I can’t say enough good things about Hoyl Financial. After my mom passed away, they helped me navigate all the paperwork to collect her benefits—and made a tough process so much easier. They gave me regular updates (even when there was no news), followed up with each policy when things stalled, and stayed on top of every detail. They were also kind. They said heartfelt things about my mom, met with me face to face, and treated me like a person—not just a client. I got updates by phone and text, which made communication easy and consistent. If you’re looking for a financial team that truly cares—one that sees you as a person, not just a name on a client list—this is the firm for you.

Krystal Carter I had a wonderful experience with Lendmark.Cassandra was not only helpful and professional, but a pleasure throughout the process. The entire staff has been informative and kind and assisted when needed as well. I highly recommend.

SK Morgan All the staff have made me feel confident they are looking out for our best interest.

andrew parsley Great place to do business!

Jack McCarty Rhonda went the 2nd and 3rd mile extra effort to follow up and provide 5 star customer service!!! I am very impressed grateful!

Pablo S. Rodriguez I have been a client for several years. Very professional and responsive. I am glad to have a knowledgeable partner is these troubling times. My confidence in my advisor has eased the transition into early retirement.

Tanner Means We have been with Roger at Kenai for over 10 years now. He has always been professional and courteous in all aspects. He has done an excellent job with my family’s investments as well as tax preparation. I would highly recommend Kenai Investments to anyone!

Mike Gray I recently retired after multiple decades from an outstanding company that offered excellent benefits including 401K oversight/advice from a well-known financial investment company. While I appreciated the help, I felt like a little fish in a big pond. I was looking for a relationship that felt like my investments mattered as much to my advisor as they did to me. I am glad to tell you I found that very thing with Veritas Legacy Wealth. John and his team made us feel like family from the very start. We are extremely excited about our future with John and his team. If you’re looking for a financial advisor who combines expertise with a personal touch, look no further. We wholeheartedly endorse their services.

Ginger Rutledge We cannot begin to say just how highly we recommend Palo Duro Financial Group to anyone looking for financial advice. Sunny and Mark are two of the very best in assisting clients in how to manage funds and offer financial security options. So glad we found them and feel positive about our future because of them.