3 Best Financial Services in El Paso, TX

“Dave Forney is a highly recognized financial advisor associated with Edward Jones. He graduated with a degree in biomedical engineering from Drexel University and holds CFP, AAMS, and CRPC certifications. He has dedicated his professional career to helping hard-working professionals and retirees achieve their financial goals and enjoy what matters most to them. He and his team have found that when financial leverage is used effectively, it can create prosperity and opportunity for everyday families. They help professionals and retirees across the U.S. manage their financial assets so that they can focus on what matters most to them. They can assist with a strategy designed to help you enjoy a comfortable retirement, navigate major life changes, and serve future generations through a legacy strategy. They are always happy to provide a second opinion if you have started your financial journey.”

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“Carson Wealth takes the time to understand your unique goals and objectives and are passionate about helping you discover and achieve the outcomes you desire. Ron Carson is the founder and CEO of the firm. Throughout 35 years as a financial advisor and entrepreneur, he always believed in a massive transformative purpose to be the most trusted for financial advice to provide families and individuals with straightforward guidance, extensive experience, and full transparency when it comes to planning their financial future. At the University of Nebraska, he started his journey as an entrepreneur in financial services. Since then, his vision has grown from a single individual into a nationally recognized financial planning and wealth management firm. He and his team of advisors help families from all walks of life define what true wealth means to them and create a path to achieve it. As one of the largest wealth advisory firms in the country, they serve clients through holistic financial planning, disciplined investment strategies, and proactive, personalized service. Their goal is to help clients attain True Wealth.”

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“Lauterbach Financial Advisors is an independent and locally owned Financial planning firm. Suzanne E. Lindau is the president of the firm. Suzanne completed a Bachelor of Business Administration in Accounting while on academic scholarship. She holds a Certified Public Accountant (CPA) license in Texas and an AICPA-credentialed Personal Financial Specialist (PFS). She and her team uncover sound solutions for every client's unique life goals and financial needs. While they offer financial planning and wealth management solutions, they often become more than just advisors to their clients. They are consistently objective, conscientious, and committed to providing their clients guidance and discernment in many aspects of their financial lives. They serve individuals, families, business owners, professionals, and institutions.”

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