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Best Financial Advisors in Laredo

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Laredo, TXLaredo, TX

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.

Laredo, TXLaredo, TX

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

201 West Hillside Road, Laredo, TX 78041
Laredo, TX 78041
  • Estate Planning
  • Certified Financial Planner (CFP)

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.

201 West Hillside Road, Laredo, TX 78041
Laredo, TX 78041

Website(956) 724-8194

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

2019 East Del Mar Boulevard, Laredo, TX 78041
Laredo, TX 78041
Instagram

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.

2019 East Del Mar Boulevard, Laredo, TX 78041
Laredo, TX 78041

InstagramWebsite(956) 267-8130

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6414 McPherson Road, Laredo, TX 78041
Laredo, TX 78041

DBA Insurance Planning Services, Inc., provides financial consulting services to clients in Laredo. While specializing in life insurance, the firm also offers asset protection strategies, estate planning, and estate analysis. Founder David Martinez believes in developing plans that align with the unique financial needs or histories of each individual or family. With over four decades in the industry, DBA Insurance Planning Services presents clients with life, health, and disability insurance options. It also provides investments such as mutual funds and variable annuities, and 529 plans for college funding.

6414 McPherson Road, Laredo, TX 78041
Laredo, TX 78041

Website(956) 722-0945

Show Number
201 W Hillside Rd #19, Laredo, TX 78041
Laredo, TX 78041
Instagram

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.

201 W Hillside Rd #19, Laredo, TX 78041
Laredo, TX 78041

InstagramWebsite(956) 724-8194

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

121 Calle del Norte Road, Laredo, TX 78041
Laredo, TX 78041
  • Certified Financial Planner (CFP)

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.

121 Calle del Norte Road, Laredo, TX 78041
Laredo, TX 78041

Website(956) 516-7775

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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