Best Financial Advisors in McAllen

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Teamwork Financial Group

4900 West Expressway 83, McAllen, TX 78501
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

Teamwork Financial Group has been helping clients with their finances since 1988. The firm’s office in McAllen assists clients with its asset management services and financial strategies aligned with legal and tax plans. It also helps individuals and families in retirement planning, wealth accumulation, choosing annuities and insurance, charitable giving, and estate planning. Founder and CEO Doug Moe is a certified public accountant and a cum laude graduate from law school. He also had a coaching stint with the Denver Nuggets pro basketball team.

Reputation:

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.
5.0
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5.0 / 5 (7)
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5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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