Best Financial Advisors in Pharr, TX

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

Salter Elite Consulting

Salter Elite Consulting

Business Services, Services For Individuals, Tax Services
“IRS problems will not just go away by themselves; they just keep getting worse with penalties and interest being added each day. Our team will get to work solving your tax problem. Sit back and relax, and we will get you there.”
Licensed, BBB Rating: A+
In Business Since 2017
Transparent Fees & Pricing
Coupons & Offers
14550 Torrey Chase Blvd Suite 270, Houston, TX
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Infinity Financial Advisors

Infinity Financial Advisors

(27)
  • Plan
  • Family
  • Finances
“I was expecting all real estate, but since the other components are necessary for real estate purchases it was good to include those people to make it kind of a one-stop shop.”
Coupons & Offers
In Business Since 2013
Serving Pharr Area
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Edward M Gardner

Edward M Gardner

(27)
For Individuals, Additional Services, Tax Services
“Ed has been doing my taxes for 20+ years he is definitely the best person I've ever met and he's done everything in his power to help me every year god bless”
Licensed, BBB Rating: A
In Business Since 2010
2519 South Blvd #100, Houston, TX
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Asap Credit Repair

Asap Credit Repair

(26)
  • Credit Bureaus
  • Team
  • Results
“They're team communicated all the information and processes conspicuously without missing a beat and staying on the task at hand and i aim very appreciative of they're support.”
Transparent Fees & Pricing
In Business Since 2014
Free Initial Consultation
Family Business
1880 S Dairy Ashford Rd #425, Houston, TX
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Galligan & Manning

Galligan & Manning

(30)
Elder Law/Medicaid, Estate Planning, Business Succession Planning
“Our attorney, Kevin Horner, walked us through the whole process, explained everything thoroughly, and took great pains to find ways to help us in a difficult situation.”
Family Business
In Business Since 1996
1770 Saint James Place Suite 412, Houston, TX
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Oak Harvest Financial Group

Oak Harvest Financial Group

(28)
  • Portfolio
  • Plan
  • Retirement
“We were so impressed by Troy's openness, fr responsiveness, and in-depth knowledge of the issues retirees face she and I had several discussions on how we wanted to proceed”
Transparent Fees & Pricing
In Business Since 2010
Free Initial Consultation
920 Memorial City Way Suite 150, Houston, TX
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Francis Y. Choy CPA

Francis Y. Choy CPA

(1)
“He is not only attentive and responsive to your needs but also a caring individual who gives you his best advice for your retirement planning.”
IRS Certified
In Business Since 2018
Free Initial Consultation
Transparent Fees & Pricing
6161 Savoy Dr Suite 400, Houston, TX
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DWG CPA

DWG CPA

(18)
Tax Services, Accounting Services, Industries
“There have been many occasions where Darrell or a member of the DWG team has worked with my schedule including evenings and weekends to assist with questions or ensure everything we needed was in order.”
Remote Consultations Available
Transparent Fees & Pricing
77 Sugar Creek Center Blvd Suite 600, Sugar Land, TX
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Nguyen CPA Firm

Nguyen CPA Firm

(30)
  • Knowledge
  • Tax
  • Decisions
“Haley is my go to CPA, , she is up to date on the latest Tax codes and understands the various complex Real estate buisness and knows how to maximze your Deductions.”
Licensed
In Business Since 2019
16310 Tomball Pkwy #403, Houston, TX
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Cooper CPA Group

Cooper CPA Group

(28)
Accountants
“Instead of treating me like a competitor, which most firms would, Gary and team have gone out of their way to help me get things off the ground and continue to offer support and assistance whenever needed.”
In Business Since 2004
1703 W 12th St, Houston, TX
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THE Allen CPA Firm

THE Allen CPA Firm

(20)
Business Services, Tax Preparation & Planning, Personal Services
“I had a very complex situation that left my 2015 return on hold and prevented me from filing in 2016.”
Free Initial Consultation
In Business Since 2014
800 Town and Country Blvd Suite 300, Houston, TX
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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors

(6)
Investment Management, Financial Planning, Retirement Planning
“I've worked with several financial advisors in the past, and no one has done a better job at working with me and my family to ensure that we're on the right path.”
Licensed, BBB Rating: A+
In Business Since 1990
4400 Post Oak Pkwy STE 200, Houston, TX
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Petrus Retirement Planning

Petrus Retirement Planning

(30)
  • Risk
  • Information
  • Seminar
“We met with Jonathan one on one and he explained in detail the benefits and risks, which were only that in might not perform as well as the stock market which is offset by fact the value will never decrease.”
Free Initial Consultation
In Business Since 2016
440 Louisiana St Suite 900, Houston, TX
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Baqir CPA

Baqir CPA

(20)
Financial Planning, Bookkeeping, Payroll Services
“I have worked with other CP As in the past and it's always been such a hassle when they either don't respond or have limited knowledge on the subject matter.”
In Business Since 2017
6464 Savoy Dr Suite 865, Houston, TX
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10-4 Tax

10-4 Tax

(19)
Financial Planning, Individuals, Tax Advance Loan
“10-4tax is one of a kind Company; They are Experienced, Caring, Dependable, Efficient and " Making A Reliability A Reality " to all your tax preparatory needs; 10 4tax are of Good Integrity to all levels of Concern.”
In Business Since 2019
350 N Sam Houston Pkwy E Ste 101A, Houston, TX
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Preeminent Financial Solutions

Preeminent Financial Solutions

(17)
  • Credit
“Great experience with Christine she has worked hard on my case and I have seen firsthand results in one month, she follows up every week with you, will definitely recommend and continue to work with her”
Free Initial Consultation
In Business Since 2017
77 Sugar Creek Center Blvd Ste 600, Sugar Land, TX
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Rivera & Co.

Rivera & Co.

(13)
Financial Planning, Bookkeeping, Payroll Services
“I've been a very happy customer with Rivera Income tax for many years now, and I can really say I've been able to run my business with a peace of mind.”
Se Habla Español
In Business Since 2010
1120 Pasadena Blvd, Pasadena, TX
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Jeffery Davidson & Associates

Jeffery Davidson & Associates

(17)
Accountants
“Jeff and team do an excellent job communicating and being responsive when I have questions and are patient with me since I do have a lot of questions when it comes to being in year 2 of my business.”
Free Initial Consultation
131 Brooks St Suite 300, Sugar Land, TX
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M&A Wealth

M&A Wealth

(11)
Benefits Packages
“Adil is very hands on and proactive; I am at ease knowing I can call Adil with any questions I have and he is more than happy to answer and explain any questions regarding my retirement account.”
Free Initial Consultation
In Business Since 2018
4515 Briar Hollow Pl Suite 314, Houston, TX
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49 Financial - Houston Office

49 Financial - Houston Office

(29)
  • Culture
  • Goals
  • Company
“He guided me throughout the process which made and explained all tme on rolling over my former 401k and advised on the best options for us to invest in order to meet my future goals.”
In Business Since 2015
1334 Brittmoore Rd Suite 2610, Houston, TX
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Money Management International

Money Management International

(29)
  • Debt Management Plans
  • Account
  • Pay
“Not only did we spend less money per month than trying to pay them all off individually, but our credit scores shot up around 200 points (doesn't happen overnight).”
NFCC, HUD Certified
In Business Since 1998
Serving Pharr Area
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John H Somerville CPA

John H Somerville CPA

(2)
Business Services, Services For Individuals, Tax Services
“Prompt, courteous, knowledgeable, dependable ....”
Transparent Fees & Pricing
In Business Since 1997
Offers Financing Options
Free Initial Consultation
9001 Airport Blvd #603, Houston, TX
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Factor Funding Co

Factor Funding Co

(10)
  • Company
  • Business
  • Team
“Payments are processed when expected, as a business owner couldn't ask for more… Daniel always gets the job done and I have thrown plenty of challenging projects at them!”
HUB Certified
In Business Since 1998
Transparent Fees & Pricing
Offers Financing Options
2800 Post Oak Blvd Ste 4100A, Houston, TX
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The Childs Law Firm

The Childs Law Firm

(23)
Business Law, Estate Planning, Family Law
“The attorney and representatives were always responsive and legitimate in each and every aspect of my needs, and I would recommend these services, to each and every person, in need of it I met.”
Accepts All Major Credit Cards
In Business Since 1990
3003 S Loop W Suite 540, Houston, 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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