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Bluestone Financial
“I highly recommend him to anyone and encourage people to reach out to him.”
Best Financial Advisors in Brownsville, TX
24 firms listed · 6 in Brownsville · 2 open weekends · 19 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Olguin Consulting
- Questions
- Social Security
“The best part of his services is that he is always available to answer any questions, guides/ keeps you updated throughout the stressful processes and gives peace of mind, that you have a professional on your side...”
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GEF Financial Group
“Excellent attention”
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Linear Park Wealth Management of Conservant Financial
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Thomas Divorce Advisors
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Villarreal Financial
The 24 firms listed for Brownsville, TX provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Brownsville, TX
Of the 24 firms we list here, 6 are in Brownsville itself and 18 come from towns including McAllen (8, 52 mi), Edinburg (4, 49 mi) and Weslaco (2, 34 mi). 19 of the firms on this page have a rating, from 4.7 to 5.0 across 171 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (92%) and quality (71%). 2 are open on Saturdays. 1 shows a license on its website. 13 have ten or more years of experience, the longest 43 years. 2 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 18 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Brownsville take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Day Financial Group
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Gonzalez & Arrambide
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Tamez Financial Group
“#working hard for the money $$$”
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Garcia N' Associates
“I've been going there 10years and service is fast, and reliable.”
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RJG Retirement Services
“Excellent financial advisor”
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RM
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Jett Financial Group
- Options
- Understand
- Knowledge
“Jett is extremely knowledgeable, we are very comfortable doing business with him and look forward to a long term relationship managing our financial future.”
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Office of Sergio A. Rojas, CFP
- Financial Advisor
- Meeting
- Retirement
“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.”
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Libra Wealth Consultants
- Team
“They took the time to understand our family's needs and future goals, and provided a comprehensive plan that ensures a secure educational future for her.”
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Fulfillment Wealth Management
“Come see what we do differently than all the rest.”
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Walter J. Reyna
“Very experienced and my only place to plan my retirement finances.”
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The Legacy Group
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MG Wealth Strategies, Mario Gutierrez Financial Advisor
“Mario has great experience in wealth strategies in South Texas”
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Endurance Financial Planning
“If you want to invest and plan properly this is the place you need to be.”
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Burkhart Peterson & Co
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M.a.h. Financial Services
“This used to be under Money Concepts but recently moved to Schwab for better client fees.”
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Animus Wealth Management
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Dominguez Financial Group
Why these companies made our list
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