3 Best Financial Services in McAllen, TX

“Sergio A. Rojas is the CERTIFIED FINANCIAL PLANNER™ Practitioner of RGV Wealth Management. He graduated from McAllen High School and earned his Finance Degree from The University of Texas-Pan American in 2008. His mission is to educate and empower all his friends and family to make prudent and meaningful financial decisions to reach their goals. Sergio A. Rojas does this by making confusing money concepts easy to understand for ordinary people like them. RGV Wealth Management is about more than finances. It’s about community, opportunity, and building a better future right here in the place he calls home. The team offers a diverse, flexible, and transferable curriculum that gives them opportunities for continued development and growth.”

“Elda Castillo received her Bachelor of Science degree from the University of Phoenix. Elda Castillo understands the importance of financial advice and works closely with her clients to develop a personalized strategy based on trust and communication to help them achieve their desired goals. She believes that a long-term approach to investing is the best way to develop and preserve a client's financial future. With a focus on quality investments, Elda Castillo can assist clients in preparing for retirement, saving for education, and becoming a tax-smart investor. The experienced team at Edward Jones is committed to tailoring each client interaction to their individual goals.”

“Endurance Financial Planning LLC understands the complexities of the changing financial climate and knows how to make recommendations in your best interest. Sergio is the financial advisor of Endurance Financial Planning LLC. Sergio is a multifaceted professional who thrives at the intersection of data, math, and human interaction. Sergio's passion for numbers and people drives his commitment to helping others achieve financial success and academic excellence. His unique blend of skills and experiences makes him a valuable resource for those seeking guidance and inspiration in their financial and academic journeys. Endurance Financial Planning LLC is looking for clients who want to face their future with courage and strength, no matter where they are in the wealth-building process.”