3 Best Financial Services in El Paso, TX

Expert-recommended Top 3 Financial Services in El Paso, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Jason Faras - El Paso, TX Financial Services - Portrait
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JASON FARAS

FIRST COMMAND FINANCIAL ADVISOR
4712 Woodrow Bean Transmountain Drive, Suite F,
El Paso, TX 79924 Directions

Since 2023

Specialty:

Comprehensive Financial Planning Risk Management Investment Strategies Debt Management

"Jason Faras is a financial advisor at First Command Financial Services. Jason understands the challenges and opportunities of military life and is committed to helping service members and their families get their financial lives in order. A graduate of Excelsior College with an Associate’s degree in Administrative/Management Studies, he holds Series 7 and Series 66 securities licenses, as well as life and health insurance licenses in New Mexico, Texas, and Wisconsin. Jason serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. His thorough knowledge of military pay and benefits enables him to advise clients on navigating the Blended Retirement System, properly allocating their Thrift Savings Plan (TSP) contributions, and maximizing the benefits available to them. Jason will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

2026 Update: First Command Financial Services' main purpose is to enhance the financial well-being of professionals and their families."

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License CRD #7537037

Contact:

(915) 772-0100

Mon-Fri: 8am - 5pm
Sat& Sun: Closed

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DANIEL RODRIGUEZ

PRIMERICA 1699 North Zaragoza Road, Suite D,
El Paso, TX 79936 Directions

Since 2023

Specialty:

Retirement Planning Estate Planning Tax Planning Asset Management and Business Planning

Daniel Rodriguez is a Licensed Financial Representative with Primerica. Primerica wanted to help their neighbors and the residents with their immediate and long-term life insurance needs. They are proud to be among the thousands of Primerica Representatives serving their communities since 1977. As a business owner and a consumer, they understand that decisions about life insurance involve staying within a budget. Primerica can discuss the coverage and payment options that fit your lifestyle, so you feel confident in the coverage you choose. They would love to help you learn to choose a coverage that will work to protect your loved ones and assets. Please stop by or call the office today; they look forward to meeting you.

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License CRD #7664904

Contact:

(915) 999-5030

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Dave Forney - El Paso, TX Financial Services - Portrait
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DAVE FORNEY

EDWARD JONES 201 East Main Drive, Suite 1302,
El Paso, TX 79901 Directions

Since 2019

Specialty:

Retirement Savings Strategies Estate and Legacy Strategies Portfolio Reviews Retirement Planning Retirement Income Strategies Business Retirement Plans

"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 hardworking professionals and retirees achieve their financial goals and enjoy what matters the 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. Edward Jones helps professionals and retirees across the U.S. manage their financial assets with a strategy designed to help you enjoy a comfortable retirement, navigate major life changes, and serve future generations. They are always happy to provide a second opinion if you have started your financial journey.

2026 Update: Dave Forney also holds Certified Exit Planning Advisor®(CEPA®) and Chartered Financial Consultant®( ChFC®) certifications."

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License CRD #4310070

Contact:

(915) 533-3355

Mon-Thu: 8am - 4pm
Fri: 8am - 3pm
Sat & Sun: Closed

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