Best Financial Advisors in Pharr

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.

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.

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.

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.