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Best Financial Advisors in Brownsville

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1623 Central Boulevard, Brownsville, TX 78520
Brownsville, TX 78520
  • Certified Financial Planner (CFP)

Richardson Rodriquez Financial Group is a financial advisory firm serving Brownsville. It aims to provide financial advice that is transparent and helps meet the financial goals of clients. The firm was founded in 1976 and since then it has been providing solutions to matters relating to asset preservation, financial, retirement, estate strategies. It also assists with wealth accumulation and distribution. Founder Robert F. Richardson has over 45 years of experience in the field. He is also a life insurance agent and an investment advisor.

1623 Central Boulevard, Brownsville, TX 78520
Brownsville, TX 78520

Website(956) 542-1775

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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