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Laurels

Best Financial Advisors in Laredo
2019

We Looked at 54 Financial Advisors serving Laredo and Picked the Top 4

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Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Laredo, TX.

Reviewed Curated Top Picks 54 34 4

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

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

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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Bert Kraus, CPA

Bert Kraus, CPA is a Laredo accounting firm built around start-up companies, businesses, and high-net-worth people who need experienced tax help and financial guidance. The company's goal is to provide multiple services in one location. Its team has experience in various industries, including oil and gas, real estate, and transportation. Because the firm is close to the Mexico border, its team also assists clients who are entering the United States with new business ventures and has Spanish-speaking services available. The services include comprehensive wealth management and estate planning for individuals with a high net worth. Additionally, the firm has a partnership with Teamwork Financial Advisors, LLC, which allows clients greater access to legal help and financial planning tools. The company's president, Bert Kraus, has been working in his family's CPA practice since the age of 13. The firm was founded by his mother, Marjorie Kraus, who was the first woman CPA in Laredo's history. Bert received a Bachelor's in Business Administration in 1985, after which he pursued his CPA certificate. In 1989, Bert returned to the accounting firm to work with his mother. He has been the firm's sole owner since his mother retired in 2004. Bert Kraus CPA has been expanded to include portfolio management and investments, and Bert became certified as an Investment Advisor Representative in 2016. Individuals can receive access to personal financial planning, estate planning, retirement planning, and elder care strategies. Small businesses have access to a multitude of services, from basic accounting to strategic business planning. There's also support for nonprofit organizations. Both individuals and businesses can benefit from comprehensive tax services, including help with solving tax problems. The firm allows potential clients a free consultation to see whether its services are a good fit for them.

Laredo, TX 78041 (956) 724-8194

Website

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Cresta Advisors

Cresta Advisors is an independent RIA firm with a license from the Securities and Exchange Commission. As an independent firm, its advisors are legally bound to work for their clients rather than third parties. Cresta Advisors aims to prioritize Laredo client interests, eliminate conflicts of interest, and focus on discretionary account management. Each client receives an assessment regarding their goals and current assets. From there, the company creates a financial plan that implements an ideal investment model. The firm uses investment experience to present clients with the best options for growing their assets. Founding partner, Mark Deutsch has more than two decades of experience within the financial services industry. In addition, the company's other team members bring a diverse range of investment experience to the table. The company's philosophy is that client profiling is essential to investment management. It's important to understand each client's financial situation and goals since different investment models work for different people. Cresta Advisors forges long-term relationships with clients, communicating with them regularly to make sure the goals stay on track. The company's proprietary investment models are made up of individual securities, Mutual Funds, and Exchange Traded Funds. After the advisors decide on the best profile, they adjust a client's investments on a long-term basis to continue accumulating growth through different market cycles. Each client also receives a financial plan to help achieve their goals. The advisors use planning software to create the plan's foundation. As the client relationship progresses, the company continually monitors the progression of different goals. Clients also receive wealth management services. The advisors provide guidance regarding how to invest, save, and plan for the future. Overall, the company will manage the wealth a client currently has to create growth, make smart investment plans for the future, and follow a step-by-step plan that aligns with the client's interests.

Laredo, TX 78041 (956) 267-8130

Website

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PlanVestor

PlanVestor is a Laredo accounting firm that provides comprehensive financial planning and investment management services. The company's founder, Gustavo Montemayor, created the fee-only company to give clients an independent plan for their future. The company is a Registered Investment Advisory firm licensed to operate in Texas. It takes a straightforward approach to both financial planning and investment management. Clients first receive a consultation where they'll be asked about their values, goals, and current financial situation. Once there's an understanding of the full financial picture, Gustavo Montemayor partners with the client to create a customized plan. Clients can offer input throughout the process. Once the plan is in place, clients can begin following the step-by-step process and creating their investment portfolios. The company can manage this aspect of the plan, or the client can engage with the process themselves. As time progresses, Gustavo fosters a long-term relationship with the client to help them track their progress. As financial cycles and life circumstances change, clients receive rebalancing of their portfolios and further financial help. For people who only need one customized financial plan or one specific question answered, hourly services are available. They are designed for one-time engagements rather than ongoing investment monitoring. For people who need a long-term fiduciary advisor, the firm's annual service option is ideal. Clients receive ongoing investment advice throughout the year for a lower average cost than many competitors on the market. The company also offers clients a free portfolio risk analysis tool. This software uses technology to calculate the amount of risk a client should take, as well as the current risk level of their portfolios.

Laredo, TX 78045 (956) 220-8889

Website

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Tejas Financial Advisors

Tejas Financial Advisors is a Laredo company that provides clients with wealth management and investment management. Senior adviser, Oscar Lopez has over three decades of experience in the financial services industry. He received his CFP certification in 2007 and has multiple securities registrations. The company is partnered with Commonwealth Financial Network, allowing clients access to advanced planning specialists, insurance specialists, and risk management specialists. Clients come from multiple economic backgrounds, and the firm's advisors help anyone regardless of their net worth. Each client goes through a step-by-step process to manage their finances. This process is broken down into different aspects of wealth management, each of which the company will address. In addition, the advisors determine which modules have the highest priority. The accumulation services help clients determine how to grow their assets through smart investments and savings. This also includes a comprehensive investment analysis. Retirement planning services help clients distribute their assets in the most tax-advantaged way. Risk management services help clients understand how to protect their assets when making investment decisions, while estate planning helps clients preserve their assets through multiple generations. In addition to individual wealth management, the company also offers help for business finances as well. Clients can receive business planning services that give step-by-step plans for how to manage and grow a business. There are also tax planning services to relieve tax burdens on both businesses and individuals.

Laredo, TX 78041 (956) 516-7775

Website

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Here's what you'll get:

  • In-person meeting with pre-screened advisor
  • Review of current investments
  • Expert financial insight
  • Confidential service

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