Here’s The Deal: Bluestone Financial is a privately owned financial advisory firm in Brownsville, Texas. Regino Corona is the Investment Adviser Representative of the firm. He holds Series 7 and 66 Investment Advisor registrations, a Certified Plan Fiduciary Advisor (CPFA®) credential, and a General Lines Life & Health license. His career as a financial advisor started in 2007, working in the corporate environment for thirteen years. In mid-2020, he recently transitioned to serving clients as an independent financial adviser and has built his practice, Bluestone Financial. The team at Bluestone Financial offers comprehensive portfolio management, a detailed financial planning process, and small business and individual protection strategies to empower their clients to live well. Their mission is to place clients first, ensuring that everything they do is in the client's best interest. They aim to ensure that their recommendations align with your expectations. They value the confidence you place in them as your adviser. Their firm was built on integrity and trust because doing what is right for their clients is better for their business in the long run.
3 Best Financial Services in Brownsville, TX
Expert recommended Top 3 Financial Services in Brownsville, Texas. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 BLUESTONE FINANCIAL REVIEWS
If you are switching jobs Reggie provides great options, my plan showed options beneficial to me for my future retirement. I felt that compared to my previous employers 401k I felt I was on the road to meeting my goals and he really makes you feel like if you are family.
Reggie has been a tremendous help overall. He has years of experience and very knowledgeable. I appreciate his patience and his Financial guidance he provides. I highly recommend him to anyone and encourage people to reach out to him. You will not be dissatisfied, that’s for sure.
Superb help and always available to advise and answer questions. Knowledgeable, caring professional.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: HG Thomas Wealth Management, LLC is an independent financial consulting firm in Brownsville, Texas. Humphrey G. Thomas is the founder and chief executive officer of the firm. He is dedicated to assisting clients in creating comprehensive financial plans that align with their best interests. He completed his Bachelor of Science degree in International Business from Maastricht University. Humphrey G. Thomas prides himself on his unique ability to explain complicated financial concepts in simple terms. He helps clients understand their entire financial picture, enabling them to make reliable decisions for future security. He will work to decrease your taxable income by finding a mix of investment and account options that maximize your retirement. The team at HG Thomas Wealth Management, LLC is committed to financial understanding and providing top-notch daily customer service. Contact them to schedule a consultation.
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TOP 3 HG THOMAS WEALTH MANAGEMENT, LLC. REVIEWS
Loved his explanations to everything and encouraged me to ask any questions I had. I definitely felt confident about my money in the future. Highly recommend him.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![JOE DE LA GARZA - EDWARD JONES Brownsville Financial Services JOE DE LA GARZA - EDWARD JONES Brownsville Financial Services](https://threebestrated.com/images/JOEDELAGARZAEDWARDJONES-Brownsville-TX.jpeg)
Here’s The Deal: Joe De La Garza has been a financial advisor at Edward Jones since 2005. He earned a Bachelor of Science in Economics from Texas A&M University in 2006. He offers personalized financial services tailored to clients' specific needs, including but not limited to retirement planning, business retirement plans, insurance needs, and college planning. His Senior Branch Office Administrator, Sandra, has been part of his branch team since September 2015. Sandra brings extensive experience and talent from her 25 years working in various capacities at The University of Texas Rio Grande Valley, where she cultivated and maintained long-term professional relationships. As a team, they strive to provide top-of-the-line customer service to all their clients and pledge to meet their ongoing and future goals and needs. They communicate with their clients to identify changes over time and to keep them on track. Contact them to request an appointment.
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Fri: 8:30am - 3pm
Sat & Sun: Closed
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TOP 3 JOE DE LA GARZA - EDWARD JONES REVIEWS
Joe's perfect, as is his secretary. Nice, easy to deal with fellow.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.