3 Best Financial Services in Brownsville, TX

“Bluestone Financial operates by following fiduciary standards and strives to maintain lasting client relationships and empower them with a life well lived. Regino Corona holds the Certified Plan Fiduciary Advisor (CPFA®) credential, as well as a General Lines Life & Health license. He is dedicated to helping clients develop financial and investment strategies that align with their needs, goals, and objectives. The Bluestone Financial firm was built with integrity and trust because doing what is right for its clients is better for the business in the long run. They offer a compliant texting solution that keeps them close to you in meeting your financial needs. They invite you to explore all the materials on their website. If something prompts a question, please send them an email or call the office.”

Read more

“Joe De La Garza has been a financial advisor at Edward Jones. He has been providing the best financial services since 2005. He completed his Bachelor of Science at Texas A&M University. He can work together with you to develop strategies to help you achieve your goals. Edward Jones can also monitor your progress to ensure you stay on track or determine if any adjustments need to be made. 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 can create a long-term financial strategy designed for their clients. They communicate with their clients to identify changes over time and to keep you on track. Contact them to request an appointment.”

Read more

“HG Thomas Wealth Management, LLC has been founded by Humphrey G, who is dedicated to helping individuals, families, and business owners navigate their financial journeys with confidence. He holds several prestigious designations, including Certified Estate Planner®, Accredited Behavioral Finance Professional™, Certified Divorce Financial Analyst® (CDFA®), Accredited Asset Management Specialist®, and Professional Plan Consultant®. With a client-first approach and a steadfast commitment to integrity, Humphrey is proud to be a lifelong advocate for financial literacy and empowerment. At HG Thomas Wealth Management, LLC. he and his team strive to provide unparalleled guidance, ensuring that every client’s goals are met with thoughtful planning and actionable results.”

Read more