Laurels

Best Financial Advisors in El Paso
2021

Why These Financial Advisors?

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

Reviewed Curated Top Picks 153 97 13

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

J Beaver Investment Advisors

  • Estate Planning
  • Tax Preparation
  • Tax Planning

J Beaver Investment Advisors is an independent financial services firm that caters to the residents of El Paso and the surrounding areas. It offers investment portfolio management services, with a focus on long-term risk-adjusted returns. The firm also coordinates with clients' attorneys, accountants, and insurance providers for tax and estate planning. In addition, J Beaver Investment Advisors serves businesses and corporations through planning services for 401K plans, 403 b plans, SEP IRA's, Simple IRA's, and cash balance plans.

200 Bartlett Drive
El Paso, TX 79912

Website

Synergy Planning Group

Synergy Planning Group is a branch of AXA Advisors based in El Paso offering business-specific services as well as those for the individual. They help business owners create long-term financial strategies by planning for group insurance needs, retirement and benefit implementation, executive benefit plans and business succession planning. On the personal side, Synergy Planning Group helps individuals with their retirement and education planning, life insurance, disability, and long-term care insurance, in addition to investment planning and advising.

El Paso, TX 79912

Website

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