Best Financial Advisors in Laredo

We scored 54 Financial Advisors in Laredo, TX and Picked the Top 4

Here are the Picks:

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Laredo 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 54 34 4

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.

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



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


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


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