3 Best Financial Services in Laredo, TX

“Monica Vargas is a licensed financial representative at Primerica. She became a Primerica financial representative because she wanted to help her neighbours, the residents of Laredo, and the surrounding communities with their financial and life goals through a personalized investment strategy. Her highest priority is to create value and peace of mind for her clients. Whether you are interested in financial services, investment services, or term life insurance, she can help you find the financial solutions that meet your needs. She prides herself on providing excellent customer service to everyone who enters her office. She strives to treat each customer how she would want to be treated – with respect and integrity. She welcomes Laredo residents to call or visit her office to see how she can help them achieve their financial goals and dreams.”

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“Tejas Financial Advisors is led by Senior Financial Advisor Oscar Lopez, who brings 37 years of experience to the firm. Oscar graduated from the University of Texas at Austin in 1983 with a B.A. in economics and later returned to Laredo to work for the family music store. He passed his CERTIFIED FINANCIAL PLANNER practitioner exam and remains a CFP certificant today. He holds FINRA Series 7, 8, and 63 securities registrations through Commonwealth Financial Network. At Tejas Financial Advisors, their clients are their friends, and their friends are their clients. They take pride in developing a lifelong business partnership to help you make the best financial decisions. They work together to help simplify the complexities of your economic life by concentrating on systematically maintaining your wealth for the long term. Call them to schedule an appointment.”

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“Sanchez Financial Consultants, Inc.,founded by Jerry Sanchez, who serves as the owner and CEO of the firm. He established the company in 1997 with a clear vision for its growth and success. The team at Sanchez Financial Consultants, Inc. strives to make their clients a priority daily. Their team of experienced investment professionals is committed to making investment decisions that align with their clients' pre-established profiles. They focus on doing business in a friendly, efficient, and effective way. Their work ethic drives them to go that extra mile to meet their advisors' and clients' expectations. Their mission is to give customers excellent advice on building and protecting their wealth for you and your family. Contact them, and they help you with your finances.”

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