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Best Financial Advisors in Pharr

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5713 N 24th St, McAllen, TX 78504
McAllen, TX 78504
  • Tax Planning
  • Financial 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.

5713 N 24th St, McAllen, TX 78504
McAllen, TX 78504

Website(956) 275-7841

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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:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

76 (Best)

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+

4900 W. Expressway 83, Suite 180, McAllen, Tx 78501
McAllen, Tx 78501
  • Finance Planning
  • CFA Charterholder

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.

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

Website(956) 683-6020

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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)

4812 South Jackson Road, Edinburg, TX 78539
Edinburg, TX 78539
  • Certified Financial Planner (CFP)
  • Financial Planning

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.

4812 South Jackson Road, Edinburg, TX 78539
Edinburg, TX 78539

Website(877) 683-1818

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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)

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

5315 North McColl, McAllen, TX 78504
McAllen, TX 78504
  • 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.

5315 North McColl, McAllen, TX 78504
McAllen, TX 78504

Website(956) 682-4196

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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: 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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