Best Financial Advisors in Edinburg, TX

The highest-rated Financial Planning & Wealth Management companies out of 124 vetted & reviewed in the Edinburg area.

Muñoz CPA

Muñoz CPA

(23)
Financial Statements, Nonprofit Accounting, Payroll Solutions
“I am going to be very sincere and direct on this post: Munoz & Associates, CPA have been such a blessing to me and my business during these harsh times.”
Free Initial Consultation
In Business Since 2016
2021 W Freddy Gonzalez Dr, Edinburg, TX 78539
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Jett Financial Group

Jett Financial Group

(30)
  • Future
  • Integrity
  • Questions
“He met and surpassed my expectations as an advisor and takes the time to get to know his clients, and works diligently so that clients financial goals are met.”
4739 S Jackson Rd #101, Edinburg, TX
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Garcia N' Associates

Garcia N' Associates

(1)
Payroll Services, Notary Public (Referral), Individuals
“I've been going there 10years and service is fast, and reliable.”
Accepts All Major Credit Cards
In Business Since 2016
3206 E Richardson Rd B, Edinburg, TX
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RJG Retirement Services

RJG Retirement Services

(6)
Voya Compareme, Voya Digital Adviser, College Funding Planner
“Language I could understand about my finances.”
Licensed
In Business Since 2015
1524 S 7th Ave, Edinburg, TX
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Jett Financial Group

Jett Financial Group

(10)
  • Business
  • Financial Planning
  • Questions
“Jett - he's direct with his recommendations, doesn't beat around the bush, and makes sure you put yourself in the best possible situation for today and for the future.”
4739 S Jackson Rd, Edinburg, TX
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KWS Financial Group-Jeremiah Castaneda

KWS Financial Group-Jeremiah Castaneda

Life Insurance, New Generation Retirement, Social Security
“It wasn't that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, g...”
In Business Since 2016
3407 W Alberta Rd, Edinburg, TX
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Office of Sergio A. Rojas, CFP

Office of Sergio A. Rojas, CFP

(30)
  • Understand
  • Decision
  • Future
“Before meeting him, I had no clue about my financial future; now, it's looking really good, all due to the straight-forward advice Sergio has provided.”
Transparent Fees & Pricing
In Business Since 2011
4900 W Expy 83 #180, McAllen, TX
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Unlimited Credit Coaching

Unlimited Credit Coaching

(24)
  • Team
  • Understand
  • Credit Score
“I want thank Rene Barajas in this this journey to buying a home, there are no bigger words to say than thanks a million for getting me to where I wanted to be.”
Free Initial Consultation
In Business Since 2020
Serving Edinburg Area
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Gomez Isaac CPA

Gomez Isaac CPA

(3)
Tax Services, Industries, Business Services
“Excellent service in preparing tax returns.”
Transparent Fees & Pricing
Free Initial Consultation
Accepts All Major Credit Cards
In Business Since 2006
100 Pecan Blvd, McAllen, TX
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The Legacy Group

The Legacy Group

Strategic Allinace, Mission Statement, Owner
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
Offers Financing Options
In Business Since 2001
Serving Edinburg Area
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Fulfillment Wealth Management

Fulfillment Wealth Management

(1)
Tax Library, Videos, Articles
“Come see what we do differently than all the rest.”
In Business Since 2018
4220 N Bicentennial Dr A, McAllen, TX
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Endurance Financial Planning

Endurance Financial Planning

(2)
“If you want to invest and plan properly this is the place you need to be.”
In Business Since 2019
1016 W La Vista Ave d, McAllen, TX
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MG Wealth Strategies

MG Wealth Strategies

(1)
“Mario has great experience in wealth strategies in South Texas”
In Business Since 2017
200 S 10th St STE 1300, McAllen, TX
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Animus Wealth Management

Animus Wealth Management

“Animus Wealth and its team of skilled multidisciplinary financial advisors and strategic specialists are in business to deliver peace of mind through an ongoing fiduciary commitment, deep experience, and an honest passion to deliver time tested solut...”
In Business Since 2020
3600 N McColl Rd, McAllen, TX
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Tamez Financial Group

Tamez Financial Group

(1)
For Professional Advisors, Services, Products
“#working hard for the money $$$”
Free Initial Consultation
In Business Since 2011
Serving Edinburg Area
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National Bookkeeping Company

National Bookkeeping Company

In Business Since 2013
315 W Nolana Ave, McAllen, TX
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Abby Y. Murray CPA

Abby Y. Murray CPA

(5)
“Have been doing my taxes for the last couple of years and I absolutely loved it.”
Remote Consultations Available
In Business Since 2020
Serving Edinburg Area
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Brand Portfolio Services

Brand Portfolio Services

“We help you get business credit for your company EIN that's not linked to you personally, or your personal credit. Secure HIGH-limit vendor, store, fleet, and cash credit in your business name without a personal guarantee or personal credit check. No...”
Free Initial Consultation
In Business Since 2020
211 S 10th St, McAllen, TX
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Lackey Financial Management

Lackey Financial Management

In Business Since 2012
Serving Edinburg Area
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RGV Payroll

RGV Payroll

(1)
“Amazing team at RGV Payroll!”
3700 N 10th St #201b, McAllen, TX
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Oscar R. Gonzalez, CPA & Associates

Oscar R. Gonzalez, CPA & Associates

(1)
“Great CPA audit services and professional support.”
Accepts All Major Credit Cards
208 W Ferguson St # 1, Pharr, TX
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David Farley Financial

David Farley Financial

1109 W Nolana Ave #301, McAllen, TX
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Texas G & S Investments

Texas G & S Investments

1111 S 10th St, McAllen, TX
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Edward Jones

Edward Jones

Investment Managers, Stocks & Bonds
Accepts All Major Credit Cards
In Business Since 1925
2228 Trenton Rd Ste. 200, McAllen, TX
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Retirement Planning and Investment Management Services in Edinburg, TX Cost Estimates

Minimum cost
$1165
Maximum cost
$9900
National Average
$3494
Avg Per Hour Rates
$350
$2330
$6406
Typical price range is based on 410 cost profiles
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Average Cost $3494
Minimum cost $1165
Maximum cost $9900
Avg Per Hour Rates $350

Typical range $2330 to $6406 is based on 410 cost profiles.

Why these companies made our list

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