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Sergio A. Rojas, CFP
“If you are considering retiring soon and are confused about Social Security, Medicare, or anything financially related, I suggest you talk to Sergio.”
Best Financial Advisors in McAllen, TX
15 firms listed · 13 in McAllen · 3 open weekends · 13 rated 4.5+
Data verified October 15, 2026
Strategic Insights Financial Planning Group
“He's very knowledgeable and my portfolio has grown significantly under his management.”
Walter J. Reyna
“Very experienced and my only place to plan my retirement finances.”
Fulfillment Wealth Management
MG Wealth Strategies, Mario Gutierrez Financial Advisor
“He is extremely professional, taking the time to understand your unique situation and build a personalized strategy for both the present and future.”
Endurance Financial Planning
“Rosa Ybarra It's an Outstanding Professional that Will Work With You and Guide You to Achieve Your Finantial Goals”
The 15 firms listed for McAllen, 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: McAllen, TX
Of the 15 firms we list here, 13 are in McAllen itself and 2 come from Mission (1, 5 mi) and Edinburg (1, 8 mi). 13 of the firms on this page have a rating, from 4.8 to 5.0 across 162 reviews; 2 have 50 or more reviews. 3 are open on Saturdays. 6 have ten or more years of experience, the longest 43 years. 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for 13 of the firms on this page; 12 publish a contact page; 11 list a public email and 2 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 McAllen take financial planning bookings online?
2 of the 15 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.
Animus Wealth Management
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M.a.h. Financial Services
Dominguez Financial Group
Farley Financial
“We're glad we have such a competent, knowledgeable person managing our portfolio.”
Texas G & S Investments
Meisel Financial Services
North Capital
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Adam Tabak, CFP - Libra Wealth Consultants
“My brother and I are secure knowing our portfolios are managed effectively and our individual needs are met through contact with Jim and his team.”
The Legacy Group
Why these companies made our list
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