Justin W. Partlow, CFP, RICP

5.0 (1 review)

Financial Advising, Life Insurance

Closed • 8:00 am - 5:00 pm

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Justin W. Partlow, CFP, RICP - Financial Advising Near Me - Tyler, Texas

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Chrissy W.

282

9 years ago

Justin has very much become a trusted financial adviser to me over the last couple of years. I have known him and his family almost my entire life, and our transition from acquaintances from the same small town to business colleagues has been seamless. He is diligent, smart and hard working, plus I know him to be of impeccable character and values - all things that I find incredibly important for a financial adviser. read more

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More info about Justin W. Partlow, CFP, RICP

100 Independence Pl
Ste 414
Tyler, TX 75703
Directions
(972) 948-3129
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From the Business

Specialties

I am passionate about making a difference in people's lives by helping them to improve their financial condition. Aided by an affinity for numbers, a teacher's heart, and some excellent training, I am well equipped to serve my clients in a variety of areas. My practice is focused on helping executives, attorneys, consultants and small business owners sort out their objectives and goals, while comparing them to the planning and progress made thus far. Afterward, I will make recommendations, if appropriate, for risk management and wealth accumulation solutions that will make the most sense for your family or business. Finally, because life never stands still, I will meet annually for a complete financial review of your current situation, to ensure your continued progress on track to your goals. My entire career in this work has been through the support and backing of Northwestern Mutual, a solid and stable company with a track record of over 150 years, and a culture that endures gener

Meet the Business Owner: Justin P.

Justin lives in Tyler with his wife, Jessica along with their two daughters.

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Goosehead Insurance - Phaup Agency

4.8

(6 reviews)

The person l spoke with was very knowledgeable and gave me information l was glad to receive. Thank…read moreyou for your help!

As a Mortgage Lender in the East TX area I could not have asked for a better referral partner than…read moreCollin Phaup and his team at the Phaup Agency! Collin, Jess, & Sebastian go above and beyond not only for us but for each and every one of our clients! They are the best in service and premium! There is no other agency that compares to these guys!!

Lumley William & Associates

5.0

(1 review)

Bill Lumley and Stacey Brown know the Medicare insurance business…read more As hundreds of repeat customers have seen, Bill and Stacey will guide you through enrollment in Medicare Parts B and D, and the annual reenrollment in Part D. Sooner or later you will need experienced advice on your insurance -- you'll want someone you can trust, someone who is friendly, someone who can answer your questions, someone who will work for you. You'll be well served by Bill and Stacey

From the owner: Medicare Supplement Insurance and Part D Drug Plans. We service our clients, service after the…read moresale!

Kelly Community Federal Credit Union

3.4

(14 reviews)

Great service. We've been banking there for many years…read more Always fast, efficient and more than helpful. Today I had to get an estate account set up. John Hammond was the account officer that helped me. He phoned, emailed and confirmed everything from beginning to end. He made the process smooth and effortless on my part. Thanks so much for the great service!

Bank part is fine but their loan officer is lazy and when confronted about it will lie. Loan…read moreapproved in 5 mins 3 weeks later I have contacted them 5-6 times always with a promise of a call back. Not once did they call me back but when I got the manager involved he claimed to have been trying really hard to contact me. My phone records every phone call i get and there were zero from kelly in the last 3 weeks. So forget them. Also I don't care for the way the lobby is set up, you walk in and just kind of stand around until someone comes out to help you. Do not like that in the drive thru there is no way to talk to an actual person either, if you have a question/problem you have to go inside. I still gave it 3 stars since the normal banking is fine for the most part.

TitleMax Title Loans

4.8

(5 reviews)

Justin was very nice and helpful, offered water and great conversation while we waited. Gave us…read morequick but amazing service. next time we'll for sure look for him when we come. We also never been told till today that compass bank will cash your check for free just heads up for anyone who didn't know thanks again Justin.

amazing service! I would recommend amber with all your loan néeds!!read more

Altra Federal Credit Union - Tyler South Broadway

4.0

(4 reviews)

Without going into banking details, they weren't consistent in the product offered. The initial…read moreconversations were one thing, then all the details that sold me, changed. I just don't respect that. It's dishonest. Maybe others will have a better experience. I have a sour taste in my mouth sadly.

I have been banking with Altra for over 5 years now. I have opened/closed accounts, transferred…read morefunds, cashed/deposit checks, invested in CDs, taken a loan, and more. There is not one complaint I can possibly even think of! The customer service is Chickfala status, there is never a line when walk into building. Anytime I call someone is answering the phone within 3 minutes. I would give this branch 10 stars if I could. They even made me a new Card and let me pick the design just because my old one was scratched up! It's little things like that over the years that makes me give them such an awesome review! I can never go back to SouthSide Bank again. Not because they were bad, but because Altra is just that much better! Would recommend them to anyone and everyone.

United Heritage Credit Union

3.3

(3 reviews)

Friendly staff and highly available, had to close out an account period will return professional…read morestaff also

I had fraudulent activity on my account so I called my branch location and reported it IMMEDIATELY…read more They told me the transactions were still pending but that they would either stop them from going through or process me a refund and that they would mail me a new card. The NEXT day- I call because no refund had been issued and the transactions were no longer pending. It was as if I had never called in the first place. The person I spoke to originally, "Brandi" , neglected to tell me that for a refund I would need to sign a form to authorize the fraudulent claim refund process. She also never sent me the document to sign!! GLAD I CALLED?! The next branch rep I spoke to was named Lani and she was INCREDIBLY rude. She literally sighed loudly and rudely over the phone when I explained my issue. She was incredibly rude and unprofessional the entire time I was speaking with her. My life has been greatly affected by COVID-19 as many others. This is a difficult time for me as I've lost my job and I'm just trying to make it by delivering food (which doesn't pay a lot). I barely had enough money in my account to afford bills before the fraudulent activity. I'm not even including groceries. She acted as if my life did not matter even a little bit to her. It is the end of the month and bills are coming up shortly- the process of the refund can take up to 5 days and they neglected to start the process or give me the information to do so. DO NOT BANK HERE.

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John P.

10 years ago

I have been one of Justin's clients for years and cannot recommend him strongly enough. There is no doubt that he puts his clients and their financial well-being before his own. My financial picture has changed dramatically over the course of our relationship and he has been there to help navigate the complexities of these changes. There have been multiple times that I have found myself in a situation where I was very happy that I had chosen to follow Justin's previous reccomendation. I know that financial future of myself and my family is in good hands. read more

Jonathan D.

9 years ago

I have been working with Justin for about 10 years now, though I have known him even longer. He is truly committed to developing and guiding us in a financial plan that is best suited for our situation and needs as a family. He is honest and trustworthy and has our best interest in mind. He goes beyond the typical approach, that I have experienced with others of just trying to sell me something, and really focuses on wealth management for our future. I feel like he is our partner in this endeavor and in it for the long term. read more

Sean K.

10 years ago

I have been a client of Northwestern Mutual since 2001 and Justin Partlow has been the most involved advisor I have had. Justin takes the time to know his clients and their family to understand what is best for them and their financial future. Justin is honest with you and always available when you have a question or need advice. He has steered us in a positive direction several times as life events happened. I have the upmost faith in Justin and his team to ensure my future is financially secure. read more

Bob D.

10 years ago

Justin's process around retirement planning is simple but refreshingly intuitive. It's one of those things that makes you say, "why didn't I think of that?!" I've sent him to speak too many of my friends since starting to work with him. All have been thrilled. read more

Justin W. Partlow, CFP, RICP - financialadvising - Updated July 2026

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