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Office of Sergio A. Rojas, CFP

(40)

Meeting
Mind
Goals

“Sergio Rojas has been working with me for about three years, and I would recommend him to anyone who has needs around financial planning for the future.”

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Fulfillment Wealth Management

(1)

“Come see what we do differently than all the rest.”

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Walter J. Reyna

(1)

“Very experienced and my only place to plan my retirement finances.”

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MG Wealth Strategies, Mario Gutierrez Financial Advisor

(2)

“His expertise, tailored plans, and commitment to client education surpassed my expectations.”

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Endurance Financial Planning

(2)

“Rosa and her team are incredibly knowledgeable, helpful, patient, kind, everything!”

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M.a.h. Financial Services

(1)

“This used to be under Money Concepts but recently moved to Schwab for better client fees.”

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The 24 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 24 firms we list here, 13 are in McAllen itself and 11 come from towns including Edinburg (4, 8 mi), Weslaco (2, 18 mi) and Mission (1, 5 mi). 18 of the firms on this page have a rating, from 4.7 to 5.0 across 167 reviews; 1 has 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (92%) and quality (71%). 3 are open on Saturdays. 1 shows a license on its website. 12 have ten or more years of experience, the longest 43 years. 2 offer a free initial consultation and 1 is family- or locally-owned. 1 has Spanish-speaking staff. We have a website on file for 22 of the firms on this page; 18 publish a contact page; 17 list a public email and 3 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?

3 of the 24 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.

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Animus Wealth Management

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Dominguez Financial Group

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Texas G & S Investments

(1)

“It has a food area, banks, restrooms”

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Strategic Insights Financial Planning Group

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Meisel Financial Services

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David Farley Financial

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North Capital

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Jett Financial Group

(48)

Understand
Talk
Retirement

“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.”

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Libra Wealth Consultants

(3)

Team

“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.”