Best Financial Advisors in Mcallen, TX

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Mcallen area.

Office of Sergio A. Rojas, CFP

Office of Sergio A. Rojas, CFP

(30)
  • Retirement
  • Understand
  • Future
“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.”
In Business Since 2011
Transparent Fees & Pricing
4900 W Expy 83 #180, McAllen, TX
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Gomez Isaac CPA

Gomez Isaac CPA

(3)
Quickbooks Services, Tax Services, Services For Individuals
“Excellent service in preparing tax returns.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2004
Accepts All Major Credit Cards
100 Pecan Blvd, McAllen, TX
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Fulfillment Wealth Management

Fulfillment Wealth Management

(1)
Newsletters, Tax Library, Calculators
“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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National Bookkeeping Company

National Bookkeeping Company

In Business Since 2013
315 W Nolana Ave, McAllen, TX
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Abby Y. Murray CPA

Abby Y. Murray CPA

(5)
“Has been my CPA for some time now and I'm very satisfied with the service.”
In Business Since 2020
Remote Consultations Available
Serving Mcallen Area
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Brand Portfolio Services

Brand Portfolio Services

“We help you get business credit for your company EIN that's not linked to you personally, or your personal credit. Secure HIGH-limit vendor, store, fleet, and cash credit in your business name without a personal guarantee or personal credit check. No...”
In Business Since 2020
Free Initial Consultation
211 S 10th St, McAllen, TX
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RGV Payroll

RGV Payroll

(1)
“Amazing team at RGV Payroll!”
3700 N 10th St #201b, McAllen, TX
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Edward Jones

Edward Jones

Stocks & Bonds, Investment Managers
In Business Since 1927
Accepts All Major Credit Cards
2228 Trenton Rd Ste. 200, McAllen, TX
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David Farley Financial

David Farley Financial

1109 W Nolana Ave #301, McAllen, TX
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Texas G & S Investments

Texas G & S Investments

1111 S 10th St, McAllen, TX
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Meisel Financial Services

Meisel Financial Services

“In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be di...”
In Business Since 2016
813 S Main St Suite 403, McAllen, TX
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Muñoz CPA

Muñoz CPA

(23)
IRS Audit Representation, Business Consulting, Financial Statements
“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 Mcallen Area
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Jett Financial Group

Jett Financial Group

(30)
  • Options
  • Planning
  • Business
“He met and surpassed my expectations as an advisor and takes the time to get to know his clients, and works diligently so that clients financial goals are met.”
4739 S Jackson Rd #101, Edinburg, TX
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The Legacy Group

The Legacy Group

Tell A Friend, Strategic Allinace, Owner
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2001
Offers Financing Options
Serving Mcallen Area
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Garcia N' Associates

Garcia N' Associates

(1)
Individuals, Residential & Commercial Loans (Referral), Financial Planning
“I've been going there 10years and service is fast, and reliable.”
In Business Since 2014
Accepts All Major Credit Cards
3206 E Richardson Rd B, Edinburg, TX
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RJG Retirement Services

RJG Retirement Services

(6)
Account Access, Voya Compareme, My Retirement Outlook®
“Aaron was so knowledgeable and helpful!”
In Business Since 2015
Licensed
1524 S 7th Ave, Edinburg, TX
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Burkhart Peterson & Co

Burkhart Peterson & Co

IRS Tax Forms and Publications, State Tax Forms, Tax Rates
“We offer the services you need. Accounting, Bookkeeping, Tax Preparation & Consulting along with Financial Compilations and Reviews. (Click here to learn more)”
Free Initial Consultation
In Business Since 2013
Transparent Fees & Pricing
Serving Mcallen Area
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Jett Financial Group

Jett Financial Group

(10)
  • Retirement
  • Integrity
  • Future
“Jett - he's direct with his recommendations, doesn't beat around the bush, and makes sure you put yourself in the best possible situation for today and for the future.”
4739 S Jackson Rd, Edinburg, TX
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Oscar R. Gonzalez, CPA & Associates

Oscar R. Gonzalez, CPA & Associates

(1)
“Great CPA audit services and professional support.”
Accepts All Major Credit Cards
208 W Ferguson St # 1, Pharr, TX
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KWS Financial Group-Jeremiah Castaneda

KWS Financial Group-Jeremiah Castaneda

Social Security, Medicare, Retirement Planning For Educators
“It wasn't that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, investments and more. They were squirreled away in drawers, boxes, g...”
In Business Since 2016
3407 W Alberta Rd, Edinburg, TX
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Unlimited Credit Coaching

Unlimited Credit Coaching

(24)
  • Credit Score
  • Explanation
  • Happy
“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 Mcallen Area
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Retirement Planning and Investment Management Services in Mcallen, TX Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 330 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 330 cost profiles.

Why these companies made our list

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