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Laurels

Best Financial Advisors in Pharr
2022

We scored 23 Financial Advisors in Pharr, TX and Picked the Top 5

Here are the Picks:

Aldaris CPA Group

Equitable Advisors

Independent Wealth Consultants

Ruben Guevara, P.C.

Walter J. Reyna, Inc

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Pharr 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 23 15 5

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.

Read more about our selection process

Aldaris CPA Group

  • Financial Planning
  • Tax Planning

Aldaris CPA Group has been serving individuals, families, and business clients in Pharr and its surrounding metros for more than eight years. It provides retirement planning and financial planning services. Its team of three accountants also provides tax, accounting, and business consulting services with a focus on assisting clients in achieving financial confidence. They help clients in addressing complex tax and accounting issues through sound tax and financial strategies. The firm has assisted over 280 clients since its inception.

Click to Call

5713 N 24th St
McAllen, TX 78504

Website

(956) 275-7841 Website

Reputation:A+

More Info

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:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Equitable Advisors

  • CFA Charterholder
  • Finance Planning

Equitable Advisors serves individuals in the Pharr metro and nearby areas. It helps investors achieve their financial goals by helping them create IRAs and employer-sponsored retirement saving solutions, which include 403(b), 401(k), and 457(b) plans. The company also serves clients who need assistance with their college funding, mortgage acceleration, savings accumulation, and lease payments. In addition, its team processes life insurance policies. CEO and president Mark Pearson is a fellow of the Association of Chartered Certified Accountants.

Click to Call

4900 W. Expressway 83, Suite 180
McAllen, Tx 78501

Website

(956) 683-6020 Website

Reputation:A+

More Info

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:

4.8 / 5 (Best)

Total Reviews:

34 (Best)

Score Consistency:

Consistent (Best)

Independent Wealth Consultants

  • Financial Planning
  • Certified Financial Planner (CFP)

Independent Wealth Consultants offers financial advice to Pharr residents. It uses a new automated service that provides investment advice via an online platform that is available 24/7. The company creates customized financial plans and provides wealth management through various investment products. It helps clients attain asset growth and capital preservation based on their investment objectives, risk tolerance, and time frame. It has been providing financial advice since 2007. President and wealth consultant Albert Lopez is a Certified Financial Planner.

Click to Call

4812 South Jackson Road
Edinburg, TX 78539

Website

(877) 683-1818 Website

Reputation:A

More Info

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:

2 (Better)

Average Review Score:

4.5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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

Ruben Guevara, P.C.

  • Wealth Management
  • Financial Planning
  • Tax Preparation
  • Tax Planning

Ruben Guevara, P.C., has been providing financial guidance to individuals and businesses in Pharr since 1996. It offers financial planning services, guiding clients through asset allocation, investment performance monitoring, insurance planning, and retirement planning. As a full-service accounting firm, it serves clients in bookkeeping, business valuation, forensic accounting, financial projections and forecasts, and payroll administration. The firm led by Ruben Guevara, a certified public accountant, aims to provide clients with a full range of financial services in an ever-changing financial and regulatory environment.

Click to Call

2004 Orchid Ave.
McAllen, TX 78504

Website

(956) 668-0262 Website

Reputation:A

More Info

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:

4.2 / 5 (Better)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

Walter J. Reyna, Inc

  • Certified Financial Planner (CFP)

Based in McAllen, the company Walter J. Reyna, Inc., serves clients throughout the Pharr metro. It assists individuals through financial planning and develops strategies to decrease estate and income taxes. The company conducts a one-on-one financial coaching session to discuss estate and retirement planning. It has experience setting up retirement accounts for self-employed individuals. The company is managed by the father and son team of Walter and Anthony Reyna. Anthony worked as a senior financial representative for the American multinational firm Fidelity Investments Inc.

Click to Call

5315 North McColl
McAllen, TX 78504

Website

(956) 682-4196 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

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