Best Financial Advisors in Pharr, TX

The highest-rated Financial Planning & Wealth Management companies out of 140 vetted & reviewed in the Pharr area.

Oscar R. Gonzalez, CPA & Associates

Oscar R. Gonzalez, CPA & Associates

(2)
“Great CPA audit services and professional support.”
Accepts All Major Credit Cards
208 W Ferguson Ave #1, Pharr, TX
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RM

RM

In Business Since 2011
1225 N Veterans Blvd, Pharr, TX
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Unlimited Credit Coaching

Unlimited Credit Coaching

(48)
  • Call
  • Credit Score
  • Questions
“Thanks to Jorge for helping me, I didn't know anything about credit and he helped me, he is super cool, he explained everything well, he removed all my doubts, 100% recommended 🤗 …”
Free Initial Consultation
In Business Since 2020
Serving Pharr Area
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Jett Financial Group

Jett Financial Group

(48)
  • Goals
  • Knowledge
  • Questions
“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.”
In Business Since 2017
4739 S Jackson Rd #101, Edinburg, TX
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Muñoz CPA

Muñoz CPA

(37)
Payroll Solutions, Bookkeeping, Nonprofit Accounting
“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.”
Free Initial Consultation
In Business Since 2016
Serving Pharr Area
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Office of Sergio A. Rojas, CFP

Office of Sergio A. Rojas, CFP

(40)
  • Decision
  • Retirement
  • Future
“He was able to identify areas that I could improve, provided solutions to current problems, and developed creative ways to help me reach personal goals/objectives.”
Family Business
In Business Since 2011
4124 N 23rd St Suite 2, McAllen, TX
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Gomez Isaac CPA

Gomez Isaac CPA

(3)
Business Services, Services For Individuals, Industries
“Profesional and friendly service, 100% recommended.”
Accepts All Major Credit Cards
In Business Since 2005
Free Initial Consultation
Transparent Fees & Pricing
804 Pecan Blvd Ste 104, McAllen, TX
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Ruben Guevara

Ruben Guevara

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

RGV Payroll

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

Abby Y. Murray CPA

(4)
“In subsequent years she is always thorough in preparing my returns and in making suggestions for ways I can save money.”
Remote Consultations Available
In Business Since 2019
Serving Pharr Area
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Libra Wealth Consultants

Libra Wealth Consultants

(3)
Retirement Planning Strategies, Estate Planning Strategies, Small Business
“They took the time to understand our family's needs and future goals, and provided a comprehensive plan that ensures a secure educational future for her.”
Se Habla Español
In Business Since 2023
4516 S McColl Rd, Edinburg, TX
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Walter J. Reyna

Walter J. Reyna

(1)
Asset Management, Financial Planning, Income Tax Reduction Planning
“Very experienced and my only place to plan my retirement finances.”
In Business Since 2006
5315 N McColl Rd, McAllen, TX
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Garcia N' Associates

Garcia N' Associates

(1)
Financial Statements, Full Accounting, Notary Public (Referral)
“I've been going there 10years and service is fast, and reliable.”
Accepts All Major Credit Cards
In Business Since 2017
3206 E Richardson Rd B, Edinburg, TX
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Fulfillment Wealth Management

Fulfillment Wealth Management

(1)
Articles, Calculators, Videos
“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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The Legacy Group

The Legacy Group

Mission Statement, Owner, Strategic Allinace
“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
Serving Pharr Area
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Burkhart Peterson & Co

Burkhart Peterson & Co

“We offer the services you need. Accounting, Bookkeeping, Tax Preparation & Consulting along with Financial Compilations and Reviews. (Click here to learn more)”
Transparent Fees & Pricing
In Business Since 2013
Free Initial Consultation
Serving Pharr Area
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MG Wealth Strategies, Mario Gutierrez Financial Advisor

MG Wealth Strategies, Mario Gutierrez Financial Advisor

(2)
Long Term Car Insurance, Life Insurance, Mutual Funds
“Mario has great experience in wealth strategies in South Texas”
In Business Since 2017
200 S 10th St #1300, McAllen, TX
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Endurance Financial Planning

Endurance Financial Planning

(2)
“If you want to invest and plan properly this is the place you need to be.”
In Business Since 2019
2400 N 10th St Suite B, McAllen, TX
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M.a.h. Financial Services

M.a.h. Financial Services

(1)
“This used to be under Money Concepts but recently moved to Schwab for better client fees.”
In Business Since 2023
729 N Ware Rd STE 107, 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)
College Funding Planner, My Retirement Outlook®, Voya Digital Adviser
“Marcos Cantu will get you situated until he's able to be an adviser himself.”
Licensed
In Business Since 2015
1524 S 7th Ave, Edinburg, TX
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Gonzalez & Arrambide

Gonzalez & Arrambide

Bookkeeping, Quickbooks, Property Taxes
“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 Pharr Area
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Tamez Financial Group

Tamez Financial Group

(1)
For Professional Advisors, Products, Advanced Planning Resources
“#working hard for the money $$$”
Free Initial Consultation
In Business Since 2010
Serving Pharr Area
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Dominguez Financial Group

Dominguez Financial Group

“At Dominguez Financial Group, our mission is to simplify the tax process for our clients. We understand that taxes can be complicated and stressful, which is why we are committed to providing reliable and accurate tax services to individuals and busi...”
In Business Since 1984
301 W Nolana Ave, McAllen, TX
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Retirement Planning and Investment Management Services in Pharr, TX Cost Estimates

Minimum cost
$1127
Maximum cost
$9573
National Average
$3379
Avg Per Hour Rates
$338
$2253
$6194
Average price range is based on 354 cost profiles
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Average Cost $3379
Minimum cost $1127
Maximum cost $9573
Avg Per Hour Rates $338

Average range $2253 to $6194 is based on 354 cost profiles.

Why these companies made our list

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