3 Best Financial Services in Brownsville, TX

“Bluestone Financial mission is to place clients first and ensuring that everything they do is in the client's best interest. 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. 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.”

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“HG Thomas Wealth Management, LLC is committed to provide daily customer service and financial understanding to their clients. 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. Contact them to schedule a consultation.”

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“Joe De La Garza earned his 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.”

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