Expertise.com

2024

Last updated:

Best Financial Advisors in Laredo

Our Recommended Top 6

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 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.

56Reviewed

36Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Laredo, 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
  • Financial Planning
  • Investment Management
  • Retirement Planning

Laredo, TX

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Why choose this provider?

Need help contacting a Financial Advisor in Laredo? 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.

201 W Hillside Rd #19, Laredo, TX 78041
WebsiteLicense: 165237

Expertise.com Rating

Review Sources

Facebook
5.0 (8)

Why choose this provider?

Teamwork Financial Group provides a broad range of financial planning solutions to help clients attain their financial security goals. It has been serving individuals and families in and around Laredo since 1988, offering services such as retirement income strategies, wealth accumulation, asset protection, and annuities. Its financial advisors also help clients manage possible risks by reviewing their life insurance and long-term care plans. Teamwork Financial Group regularly holds informational seminars that feature information on legal, tax, and financial topics.

121 Calle del Norte Road, Laredo, TX 78041

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Why choose this provider?

Tejas Financial Advisors assists Laredo clients in making sense of their financial picture by utilizing wealth strategies and financial tools. The firm supports the client’s financial goals by building a comprehensive, customized plan encompassing accumulation, risk management, and taxation. Planning for estate and retirement is also included. Moreover, the firm offers wealth management for business owners, including executive compensation and succession planning. The firm's senior financial advisor, Oscar Lopez, is a Certified Financial Planner with over 34 years of experience.

  • Certified Financial Planner (CFP)

201 West Hillside Road, Laredo, TX 78041

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Review Sources

Google
5.0 (1)

Why choose this provider?

Bert Kraus, CPA, is a Laredo-based accounting firm that has been providing tax and financial services for more than four decades. Through its partnership with Teamwork Financial Advisors, LLC, the services of Bert Kraus extend to providing financial planning for start-up companies, businesses, and individuals with high net worth. It provides advice in different areas of wealth management, including estate planning, retirement planning, and asset protection. The firm's owner, Bert Kraus, is an investment advisory representative and CPA who helps clients manage their investments.

  • Estate Planning
  • Certified Financial Planner (CFP)

2019 East Del Mar Boulevard, Laredo, TX 78041

Expertise.com Rating

Review Sources

Yelp
5.0 (22)

Why choose this provider?

Cresta Advisors is an independent Registered Investment Advisory firm located in Laredo. The company advises clients on investment and wealth management with full disclosure and transparency to help them make informed decisions. Its investor services include risk profile identification, investment performance analysis, and financial progress tracking. Wealth management options include estate planning, tax efficiency optimization, and liability management. Founding partner Mark Deutsch is the firm's Chief Investment Officer, with over 20 years of experience in asset management and portfolio building.

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.

  • How frequently should someone in Laredo meet with a financial advisor?

    Depending on the needs of each client in Laredo, the frequency of sessions with a financial advisor may change. To guarantee continued communication and alignment with your financial strategy, it is usually advised to schedule meetings two to four times a year. The primary purpose of these meetings is to keep your financial plan on course for success by ensuring you and your advisor are working toward common objectives.

  • What is the importance of college-focused financial planning in Laredo?

    A college-focused financial plan in Laredo ensures that your financial choices support your long-term objectives. By integrating college planning into your overall financial plan with the help of a certified financial advisor and planner, you'll be able to enjoy significant life moments free from ongoing financial stress. Viewing education investment as one aspect of your broader financial picture enables you to pursue your financial dreams with confidence.

  • What is the suggested monthly savings amount in Laredo for retirement?

    Depending on your unique situation, various strategies can be used to determine the ideal amount you must save per month for retirement in Laredo. There are suggested savings rates, but it's important to understand that there is no one-size-fits-all strategy for retirement planning. With the guidance of a financial advisor, you can develop a personalized strategy that fits your needs and aids in a successful retirement.

  • When should you work with a financial advisor in Laredo?

    There are times in your life when you might specifically require the assistance of a Laredo financial advisor. Some examples may include dealing with a financial emergency like being laid off, recovering from an illness, and putting money aside for a marriage or a divorce. Other situations that call for a financial counselor include making sure your money will last in retirement, handling inheritance, and adjusting financially to the loss of a loved one.

  • How are financial advisors and planners in Laredo paid?

    Financial advisors and planners in Laredo may receive payment through fee-only or commission-based methods. When an advisor is compensated exclusively by clients through flat, fixed, percentage, hourly, or performance-based fees, this is referred to as fee-only compensation. A commission, on the other hand, is a percentage based on sales or purchases. For their services, some advisors may combine commissions and fees.

  • 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.