Best Financial Advisors in Harlingen, TX

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Harlingen area.

Day Financial Group

Day Financial Group

“All investing involves risk and costs, including loss of principal. Your advisor can provide you with more information about the risks and costs associated with specific programs. No investment strategy (including asset allocation and diversification...”
In Business Since 2019
Remote Consultations Available
1251 Stuart Place Rd, Harlingen, TX
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Triple Check

Triple Check

(1)
“They charge you less, you get more of a refund in the same amount of days, and they give you tips and tricks on how you can save and make a better return for the next year.”
In Business Since 1994
Accepts Check, Cash
1618 E Tyler Ave, Harlingen, TX
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DΕBΤ ConsolidΑtion & DΕBΤ RΕlΕif Brownsville TΕxas

DΕBΤ ConsolidΑtion & DΕBΤ RΕlΕif Brownsville TΕxas

“*Debt Redemption's performance (settlement) fees are 15% versus up to 25% charged by many out-of-state competitors. Debt Redemption is not a lender but offers an affiliate platform to receive loan offers from multiple lenders. Clients who are able to...”
In Business Since 2005
Licensed, BBB Accredited
Free Initial Consultation
Serving Harlingen Area
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Unlimited Credit Coaching

Unlimited Credit Coaching

(48)
  • Questions
  • Expectations
  • Explanation
“I can say I am completely satisfied with Jorge helping me out with my credit to get a home I want he has been really helpful and to this day he keeps on with the process and if you are thinking on who to go to to fix your credit I recommend 100 perc...”
In Business Since 2020
Free Initial Consultation
Serving Harlingen Area
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Easy Solutions For Credit Repair

Easy Solutions For Credit Repair

(47)
  • Questions
  • Goals
  • Credit Report
“Little did I know a co-worker of mine told me about easy solutions 3yrs ago and I never looked into it because it was just not good timing but now my sister-in-law had me and my husband tag along to her scheduled appointment and we toured the houses ...”
In Business Since 2003
Serving Harlingen Area
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Balli Financial Services

Balli Financial Services

(4)
“Balli financial services helped me tremendously, with my credit score within 1 year i got to a 750 credit score!”
In Business Since 2024
Free Initial Consultation
Serving Harlingen Area
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Bluestone Financial

Bluestone Financial

(3)
Wealth Management, Employer Sponsored Retirement Plans, Financial Planning
“I felt that compared to my previous employers 401k I felt I was on the road to meeting my goals and he really makes you feel like if you are family!”
In Business Since 2020
Serving Harlingen Area
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Olguin Consulting

Olguin Consulting

(6)
  • Social Security
  • Questions
“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...”
25+ Years Experience
Serving Harlingen Area
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GEF Financial Group

GEF Financial Group

(1)
“Excellent attention”
In Business Since 2013
50 W Morrison Rd B, Brownsville, TX
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Linear Park Wealth Management of Conservant Financial

Linear Park Wealth Management of Conservant Financial

Financial Advice, Investment Advice, Wealth Management Strategies
“Tatiana has been involved in several community initiatives, such as Money Smart, a US Treasury pilot program in Southern Cameron County, creating a Dollars and Sense clinic through the Brownsville Junior Service League, United Way of Southern Cameron...”
In Business Since 2022
1534 E 6th St Suite 101, Brownsville, TX
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Gonzalez & Arrambide

Gonzalez & Arrambide

Quickbooks, Bookkeeping, Financial Planning
“The certified public accountants of Weslaco's Gonzalez & Arrambide, Inc. have the knowledge to help you achieve your goals in the financial world. Whether serving the financial needs of an individual or small business, we help our clients eliminate s...”
In Business Since 2005
Serving Harlingen Area
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Tamez Financial Group

Tamez Financial Group

(1)
Products, For Professional Advisors, Advanced Planning Resources
“#working hard for the money $$$”
In Business Since 2011
Free Initial Consultation
Serving Harlingen Area
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AXA Advisors

AXA Advisors

In Business Since 2024
1728 Boca Chica Blvd, Brownsville, TX
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Robert L Perkins Iii, CPA

Robert L Perkins Iii, CPA

“Edgar Quintanilla and Lidia Palomino are amazing CPA's--caring, knowledgeable, and willing to take the time to sit with me to review all my messy paperwork.”
In Business Since 2000
III, LLC, LLC, LLC Certified
Offers Financing Options
Transparent Fees & Pricing
173 E Price Rd, Brownsville, TX
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Lackey Financial Management

Lackey Financial Management

(1)
“Awesome experience I'm grateful for John helping me out in my investments.”
In Business Since 2012
Serving Harlingen Area
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Thomas Divorce Advisors

Thomas Divorce Advisors

“You have many options when it comes to choosing a financial advisor. We know you want an experienced advisor you can trust with your hard-earned money. It's equally important to find someone who takes the time to get to know you, including having a g...”
In Business Since 2016
Accepts Check
Serving Harlingen Area
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Villarreal Financial

Villarreal Financial

In Business Since 2019
Serving Harlingen Area
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Jett Financial Group

Jett Financial Group

(48)
  • Questions
  • Understand
  • Advisor
“My wife and I have been working with Mr Jett as we decided it was time to get a better handle on our future financial situation ,and do a better job of managing our policies .”
In Business Since 2017
4739 S Jackson Rd #101, Edinburg, TX
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Muñoz CPA

Muñoz CPA

(37)
Bookkeeping, Payroll Solutions, IRS Audit Representation
“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.”
In Business Since 2016
Free Initial Consultation
Serving Harlingen Area
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Gomez Isaac CPA

Gomez Isaac CPA

(3)
Services For Individuals, Business Services, Quickbooks Services
“Gomez has a quality trait that most people look for when acquiring services, which is honesty.”
In Business Since 2006
Accepts All Major Credit Cards
Offers Financing Options
Free Initial Consultation
804 Pecan Blvd Ste 104, McAllen, TX
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Ruben Guevara

Ruben Guevara

(1)
Services For Individuals, Business Services, Services For Quickbooks
“Guevara four years ago,after my previous CPA retired, and I have been extremely satisfied with the level of service provided by Mr.”
In Business Since 2004
Accepts All Major Credit Cards
Offers Financing Options
Free Initial Consultation
Serving Harlingen Area
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RGV Payroll

RGV Payroll

(1)
Business Services, Tax Services, Industries
“Amazing team at RGV Payroll!”
In Business Since 2022
Transparent Fees & Pricing
Free Initial Consultation
4900 N 10th St C4, McAllen, TX
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Abby Y. Murray CPA

Abby Y. Murray CPA

(4)
“They helped me so much and are very knowledgeable and professional Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2018
Remote Consultations Available
Serving Harlingen Area
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Libra Wealth Consultants

Libra Wealth Consultants

(3)
Estate Planning Strategies, Retirement Planning Strategies, Small Business
“He greeted us as soon as we walked in, offered us something to drink as we sat down in the most comfortable and welcoming atmosphere, and then started a conversation to learn how we could best work together.”
In Business Since 2023
Se Habla Español
4516 S McColl Rd, Edinburg, TX
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Retirement Planning and Investment Management Services in Harlingen, TX Cost Estimates

Minimum cost
$1089
Maximum cost
$9249
National Average
$3265
Avg Per Hour Rates
$327
$2177
$5985
Fair price range is based on 363 cost profiles
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Average Cost $3265
Minimum cost $1089
Maximum cost $9249
Avg Per Hour Rates $327

Fair range $2177 to $5985 is based on 363 cost profiles.

Why these companies made our list

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