The highest-rated Financial Planning & Wealth Management companies out of 129 vetted & reviewed in the El Paso area.
Learn how we score.
Prominent finalists A-Z in El Paso
Alex Barron
Ann Roberts & Co
Attel & Co
Avila & Rey Accounting
Capital Active Funding
Carolyn L Mora Financial Services
Foothills Credit Repair
Hughes Financial
Jaime E. Gandara Jr. E.A.
Milner Carballo
Money Smart Week El Paso
Napier & Lillebo
Ontrack Tax & Credit Solutions
Reliable Financial Svcs
Rite Tax Solutions
Smith Randall CPA
Southwest Finance Management Group
Strategic Wealth Advisors
Symphony Financial
Tejanito Tax & Financial
The Loper Group
The Rutter Organization
Trilogy Financial Planning
Victor Mascorro, Jr. – LPL Financial
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Avila & Rey Accounting
(18)
“But he has exceeded our expectations and has gone above and beyond to not only prepare our taxes but also to work with us as travelers, currently in Washington state.”
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Foothills Credit Repair
(28)
Results
Debt
Happy
“Foothills credit repair mors specifically Luis Rey has greatly helped my credit so far ive had the service going on 4 month now my credit has gone up significantly i was able to refinance my car loan to get a much better interest rate and much smalle...”
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Strategic Wealth Advisors
Business Succession Planning, Education and Family Support, Tax Reduction Planning
“We are also proud of our expansion into Scottsdale, Arizona in the Phoenix metro area. We feel that our new presence in the Valley has many similarities to El Paso and are excited to build strong roots with clients and centers of influence. We've als...”
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Jaime E. Gandara Jr. E.A.
(2)
Business Services, Tax Services, Services For Quickbooks
“When I called it said outside business hours but then I got a automated email thanking me for my time.”
i
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Napier & Lillebo
(1)
Tax Services, Services For Individuals, Industries
“Excellent professional accounting and financial services”
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Ann Roberts & Co
(3)
Business Services, Tax Services, Services For Quickbooks
“And, the staff is so nice, I actually leave in a good mood having just filed my taxes…how does that happen :o) ?!”
i
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Reliable Financial Svcs
(20)
Taxes
Financial Services
Credit
“Reliable Financial always helps me with my taxes every year and I've been going to them for several years, there's no other place I'd go to because they are the best.”
i
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Trilogy Financial Planning
(4)
Guided Wealth Portfiolos, Benefits of Financial Planning, Menu of Services and Pricing
“We discuss what has been happening to my accounts, and our always able to make investment changes that best fit my goals and the changing investment world.”
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Capital Active Funding
(1)
“Terry, Dolores and the crew are wonderful, caring and compassionate people!!!”
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Money Smart Week El Paso
“The 20th Anniversary Virtual Money Smart Week 2022 was an enormous success! We had a record number of El Pasoan's of all ages and income levels register and watch the online webinars. Although our efforts to educate our community on being money smart...”
i
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Southwest Finance Management Group
(1)
Payroll Services, Financial and Consulting Services, Bookkeeping
“They have really help me with my business by getting me organized and structured.”
“Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particul...”
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Milner Carballo
Investments, Insurance, Planning Partners
“Our philosophy is simple. We want to get to know you. Whether you're starting a business or planning for retirement. Whether you're saving for your children's education, or you're saving for an adventure – what matters most to you matters most to us....”
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Victor Mascorro, Jr. - LPL Financial
Insure, Manage, Invest
“Our firm was established to provide the highest level of competence, ethical standards and professionalism in the financial services industry, at a cost to the client comparable to other providers in the market.”
i
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The Rutter Organization
(1)
“For all your Accounting and Tax needs, Doug's your guy.”
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Smith Randall CPA
“Our team is licensed to assist individuals, small businesses, and corporations on accounting matters needed to meet regulatory and transparency requirements. With more than 30 years of experience in all types of accounting and taxation work, we can e...”
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Rite Tax Solutions
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Carolyn L Mora Financial Services
“As a financial professional, I am committed to helping people just like you create a game plan for pursuing their dreams. Once I understand your risk tolerance, time horizon and goals, I'll work diligently to develop a program that carefully balances...”
i
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Alex Barron
(5)
Financial
“So if you want to get out of debt, achieve financial freedom and live with a sense of having a genuine purpose and a goal-oriented life in order to make your dreams a reality, go to him.”
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Tejanito Tax & Financial
(14)
Taxes
Service
“I wish I had used Tejanito Tax & Financial previously as it would have saved me from a very negative experience with the other company (a lot of confusion, having to correct basic errors in forms and waiting for days for answers to questions).”
i
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The Loper Group
(3)
“Honest, reliable and know investments plus excellent financial planning services.”
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Attel & Co
Business Services, Tax Services, Services For Quickbooks
“Attel & Co., PC is licensed in TX and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
i
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Ontrack Tax & Credit Solutions
Business Services, Tax Services, Services For Quickbooks
“On Track Tax & Credit Solutions is licensed in TX and specializes in Tax & Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
i
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Symphony Financial
(1)
“Glenda is one of the best at helping people with financial planning and has always gone above and beyond!”
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Retirement Planning and Investment Management Services in El Paso, TX Cost Estimates