Expertise.com

Best Financial Advisors in Edinburg

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Edinburg, TXEdinburg, TX

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Edinburg, TXEdinburg, TX

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2018 E Griffin Parkway, Mission, TX 78572
Mission, TX 78572
  • Tax Preparation
  • Tax Planning

Arredondo & Cabriales, LLC, is a full-service accounting firm that serves the residents of Edinburg. It helps clients by providing them counsel in financial matters. It also renders payroll services, international taxation, financial forecasts, estate and gift tax planning, and IRS representation. In addition, it provides assistance with QuickBooks, complete with personal training, installation, setup, support, and review. The firm gives importance to collaboration and continuous learning by observing company-wide knowledge sharing and learning about changing developments and industry trends.

2018 E Griffin Parkway, Mission, TX 78572
Mission, TX 78572

Website(956) 519-3773

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1016 W La Vista Ave, Suite D, McAllen, TX 78501
McAllen, TX 78501
  • Finance Planning

Endurance Financial Planning is a firm that provides services in the area of Edinburg and its surrounding communities. Its financial professionals help clients craft a financial plan and serve as their fiduciaries, guiding them in every step of the process of wealth building. They assist them in long-term planning and help them understand markets, multigenerational wealth, and personal finance. Rosa Ybarra, one of the partners of Endurance Financial Planning, is a Certified Financial Planner.

1016 W La Vista Ave, Suite D, McAllen, TX 78501
McAllen, TX 78501

Website(956) 630-7231

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4812 South Jackson Road, Edinburg, TX 78539
Edinburg, TX 78539
  • Estate Planning

Independent Wealth Consultants is an independent boutique company that serves individuals and families from the Edinburg metro. Its team provides nine-step financial planning services designed to help clients pursue their goals and optimize their results. The agency also tracks clients' progress on a regular basis and adjusts the plans when necessary. It offers term, whole, universal, variable, and variable universal life insurance products. Albert Lopez, the company's president, has been in the industry since 1998. He became a Certified Financial Planner in 2005.

4812 South Jackson Road, Edinburg, TX 78539
Edinburg, TX 78539

Website(956) 683-1818

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

135 Paseo Del Prado, Suite 36, Edinburg, TX 78539
Edinburg, TX 78539
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management

Next Financial Group helps clients in Edinburg manage their finances in preparation for retirement. It informs about retirement accumulation and income strategies, assisting them in finding ways to maintain a comfortable lifestyle through retirement. The firm's advisors guide people in their investment ventures, showing how to manage risks and improve their portfolios. They also provide annuities, life insurance, and long-term care products. Next Financial Group received the Broker-Dealer of the Year award from Investment Advisor magazine for five consecutive years.

135 Paseo Del Prado, Suite 36, Edinburg, TX 78539
Edinburg, TX 78539

Website(956) 668-9060

Show Number
4900 W. Expressway 83, Suite 180, McAllen, TX 78501
McAllen, TX 78501
  • Retirement Planning
  • Financial Planning

The Office of Sergio A. Rojas, CFP, provides a broad range of financial services and products in Edinburg. It assists clients in developing and implementing financial strategies for various situations, like planning retirement or investments. Its advisors inform individuals about annuity and life insurance, offering resources to help them achieve their goals. Rojas partnered with Equitable Advisors because he believes that the institute is aligned with his values. His mission is to help educators and non-profit employees in planning their retirements.

4900 W. Expressway 83, Suite 180, McAllen, TX 78501
McAllen, TX 78501

Website(956) 683-6020

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

34 (Best)

Score Consistency:

Consistent (Best)

2004 Orchid Ave., McAllen, TX 78504
McAllen, TX 78504
  • Estate Planning
  • Tax Planning

Ruben Guevara, P.C., is an accounting, financial advisory, and tax management firm that serves Edinburg. Since its establishment in 1996 by Ruben Guevara, a CPA, it has been providing debt advising, financial planning, bookkeeping, payroll management, and business valuation services to individual and business clients. The company also offers IRS representation, forensic and litigation accounting, entity restructuring assistance, budget analysis services, mergers and acquisitions guidance, and employee benefits plans. In addition, the firm renders computer auditing consultations to help clients update their financial systems.

2004 Orchid Ave., McAllen, TX 78504
McAllen, TX 78504

Website(956) 668-0262

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5315 North McColl, McAllen, TX 78504
McAllen, TX 78504
  • Finance Planning

Walter J. Reyna, Inc., is a financial advisory firm that caters to Edinburg clients. It manages one-on-one financial coaching sessions for individuals and develops plans to reduce income and estate taxes. The firm also offers asset management services. It has experience advising clients on different types of assets, including stocks and mutual funds. The firm's founder, Walter Reyna, holds the Certified Retirement Plan Counselor designation from the College of Financial Planning. He is a member of the National Association of Active Investment Managers.

5315 North McColl, McAllen, TX 78504
McAllen, TX 78504

Website(956) 682-4196

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you