Best Financial Advisors in Harlingen, TX

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

James A. Downing, CPA

James A. Downing, CPA

Business Services, Tax Services, Industries
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
In Business Since 2011
Transparent Fees & Pricing
2826 S Christian Cir, 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.”
1618 E Tyler Ave, Harlingen, TX
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Day Financial Group

Day Financial Group

“Financial Coaching is a combination of academic investing principles, behavioral investing science, and the power of coaching. We help you create a purpose for your money, and you have the opportunity to align your investments to fulfill on that purp...”
In Business Since 2019
1251 Stuart Place Rd, Harlingen, TX
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DΕBΤ ConsolidΑtion & DΕBΤ RΕlΕif Brownsville TΕxas

DΕBΤ ConsolidΑtion & DΕBΤ RΕlΕif Brownsville TΕxas

“Debt Consolidation Texas, Credit Counseling Texas, and Texas Consultations are free of charge with no obligation. Debt Redemption is not a lender but offers a platform to receive loan offers from multiple lenders. Clients who make monthly program pay...”
In Business Since 2005
Licensed, BBB Accredited
Serving Harlingen Area
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Easy Solutions For Credit Repair

Easy Solutions For Credit Repair

(29)
  • Questions
  • Goals
  • Happy
“Gonzales who took the time to thoroughly explain things to me about what and how the credit industry rates everything we do and how certain things can affect us.”
In Business Since 2003
Serving Harlingen Area
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Unlimited Credit Coaching

Unlimited Credit Coaching

(24)
  • Knowledge
  • Credit Score
  • Questions
“I truly believe that it is a great honor to have the opportunity to serve our community, cities,and states, helping clients understand the home buying process and credit basics that will give them not only the opportunity to purchase a home, but also...”
In Business Since 2020
Free Initial Consultation
Serving Harlingen Area
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Next Level Credit Repair

Next Level Credit Repair

(11)
“Awesome customer service and knowledge they take their time to explain the process and what will be best for your situation 👌 👏 👍 definitely recommend 👌”
In Business Since 2021
Serving Harlingen Area
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One 2 3 Fix It

One 2 3 Fix It

““I recently started working with one23FixIt.com and I am already SO happy that I did! They are working hard and have already made a positive impact on my credit report. They helped remove negative items from my credit report that shouldn't have been ...”
In Business Since 2022
Serving Harlingen Area
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Thomas Divorce Advisors

Thomas Divorce Advisors

“That's where we come in. We will bring our expertise, experience and special tools to help you and your attorney get all the answers you need. We can use computer modeling to plan the future from your settlement date all the way to retirement. Potent...”
In Business Since 2018
IDFA Certified
Free Initial Consultation
Accepts Check
Serving Harlingen Area
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Tamez Financial Group

Tamez Financial Group

(1)
Products, Services, Advanced Planning
“#working hard for the money $$$”
In Business Since 2009
Free Initial Consultation
Serving Harlingen Area
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Balli Financial Services

Balli Financial Services

“We are NNA Ceritified as a public official appointed by a state government to help deter fraud. Notary publics witness the signing of important documents and verify the identity of the signer (s), their willingness to sign the documents, and their aw...”
In Business Since 2020
Free Initial Consultation
Serving Harlingen Area
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Lackey Financial Management

Lackey Financial Management

In Business Since 2012
Serving Harlingen Area
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Olguin Consulting

Olguin Consulting

(4)
“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...”
Serving Harlingen Area
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Bluestone Financial

Bluestone Financial

“Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avo...”
In Business Since 2020
Serving Harlingen Area
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Villarreal Financial

Villarreal Financial

In Business Since 2019
Serving Harlingen Area
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Muñoz CPA

Muñoz CPA

(23)
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 2004
Accepts All Major Credit Cards
Offers Financing Options
Free Initial Consultation
100 Pecan Blvd, McAllen, TX
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Jett Financial Group

Jett Financial Group

(30)
  • Family
  • Options
  • Retirement
“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 .”
4739 S Jackson Rd #101, Edinburg, TX
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Garcia N' Associates

Garcia N' Associates

(1)
Full Accounting, Individuals, Financial Statements
“I've been going there 10years and service is fast, and reliable.”
In Business Since 2016
Accepts All Major Credit Cards
3206 E Richardson Rd B, Edinburg, TX
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Fulfillment Wealth Management

Fulfillment Wealth Management

(1)
Calculators, Articles, Newsletters
“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)
“Rosa and her team are incredibly knowledgeable, helpful, patient, kind, everything!”
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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RJG Retirement Services

RJG Retirement Services

(6)
My Retirement Outlook®, College Funding Planner, Account Access
“Savvy people who are here to take care of you and not to help themselves are a rare commodity.”
In Business Since 2015
Licensed
1524 S 7th Ave, 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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