3 Best Financial Services in El Paso, TX

“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 understands 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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“Jason Faras is a financial advisor at First Command Financial Services. Jason understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. 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 how to navigate the Blended Retirement System, properly allocate their contributions to the Thrift Savings Plan (TSP), and take full advantage of other benefits. 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.”

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“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 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 Jone helps 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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