Expertise.com

2024

Last updated:

Best Financial Advisors in Edinburg

Our Recommended Top 7

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Edinburg Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

29Reviewed

20Curated

7Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Edinburg, TX
Free Consultation

Expertise.com Rating

Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Financial Planning
  • Investment Management

Edinburg, TX

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Edinburg? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

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Review Sources

Facebook
5.0 (7)
Google
5.0 (2)

Why choose this provider?

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.

  • Finance Planning

2018 E Griffin Parkway, Mission, TX 78572

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Review Sources

Google
5.0 (4)
Facebook
5.0 (1)

Why choose this provider?

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.

  • Tax Preparation
  • Tax Planning

5315 North McColl, McAllen, TX 78504

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Finance Planning

2004 Orchid Ave., McAllen, TX 78504

Expertise.com Rating

Review Sources

Google
4.2 (5)

Why choose this provider?

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.

  • Estate Planning
  • Tax Planning

4812 South Jackson Road, Edinburg, TX 78539

Expertise.com Rating

Review Sources

Google
4.0 (2)

Why choose this provider?

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.

  • Estate Planning

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is the role of a Certified Financial Planner in Edinburg during high inflation periods?

    A Certified Financial Planner in Edinburg can play a pivotal role during periods of high inflation. They help enforce disciplined and tailored financial strategies, including timely portfolio adjustments, and focus on asset classes expected to excel in an inflationary market. Such expert guidance becomes critical during high inflation periods, ensuring your purchasing power remains secure.

  • How do individuals in Edinburg determine if they need a financial advisor or an accountant?

    Edinburg citizens should assess their financial needs and goals to determine whether a financial advisor or an accountant is the best fit for them. It's crucial to understand that these distinct professions provide different areas of proficiency in fiscal management. Investment or insurance advice may require the services of a financial advisor. on the other hand, a CPA or an accountant would be more appropriate if their needs include tax filing, financial report audits, or other accounting tasks.

  • What is direct indexing, and how can it benefit investors in Edinburg?

    Direct indexing is an investment strategy where individual stocks are selected, offering a higher customization level than traditional mutual funds or ETFs. For investors in Edinburg, this approach, made more accessible and cost-effective by technological advancements, provides unique benefits. Primarily, it allows the sale of underperforming stocks, leading to potential tax losses. These losses can then be utilized to counterbalance gains or lower total tax obligations, enhancing portfolio management efficiency.

  • What is the importance of speaking to a financial advisor when dealing with a large inheritance in Edinburg?

    Speaking to a financial advisor when dealing with a large inheritance in Edinburg is essential due to the complexities of managing substantial assets. A high-pressure situation can lead to hasty decisions if not handled with care. Financial advisors provide crucial guidance, helping beneficiaries diversify their investment portfolios and make informed decisions strategically. Additionally, they work alongside attorneys and tax professionals to navigate the potential legal and tax implications, optimizing the financial benefits of inheritance.

  • What distinguishes a financial professional from an insurance agent in Edinburg?

    Financial professionals in Edinburgh primarily offer advice on various financial matters such as budgeting, college planning, estate planning, savings, investments, and retirement. They may, but not always, sell insurance if they're licensed. Conversely, insurance agents specifically provide insurance services, such as life, health, long-term care, disability, home, and auto insurance. They're licensed to directly sell these products, while financial professionals might refer clients to them for insurance needs.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.