- Certified Financial Planner (CFP)
Why choose this provider?
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.