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 149 93 9

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

Carolyn L. Mora CPA. PC.

Carolyn R. Mora Financial Services provides professional financial advisory services to individuals that wish to manage their money more effectively. A Certified Public Accountant and Certified Professional Planner, Ms. Mora established her own practice in 1995 and currently operates from her office in El Paso. She primarily offers services to individuals seeking help with their individual or business taxes, IRS representation, investments and 401(k) or 403(b) planning, in addition to insurance and estate planning services. Carolyn R. Mora Financial Services believes in a holistic approach to financial planning for families, whether strategizing on how to manage debt to saving for college or retirement.

El Paso, TX 79936

Website

Franklin Star Wealth Planning

Founded by Adrian Urias, Franklin Star Wealth Planning offers financial advisory services to Generations X and Y healthcare workers. Though open to all individuals, Franklin Star Wealth Planning’s typical clients include doctors, pharmacists, nurses, and physician and nurse assistants. They work with each client to determine short- and long-term goals from debt reduction and budget planning to estate and retirement planning. They also offer investment management services and operates as a fee-only financial advisor. In addition to a free 30-minute consultation, Franklin Star Wealth Planning also provides a free e-book to help potential healthcare clients learn more about their financial health.

El Paso, TX 79901

Website

Symphony Financial, Ltd. Co.

Symphony Financial Limited Co. is a full-service financial investment firm founded by W. Carr Burgoyne, Jr. Their services include wealth management to help individuals plan for and reach their financial goals, estate planning including wills, trusts, guardianships, and power of attorney, as well as investment portfolio management, tax planning, and risk management. Symphony Financial also works with businesses to develop employee benefit plans. As a fee-based financial planner, they focus on finding the right strategy for each client.

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

Wrong city? Here are some nearby places: