3 Best Financial Services in McAllen, TX

“Office of Sergio A. Rojas, Equitable Advisors, is one of the leading financial planners in McAllen, Texas. Sergio A. Rojas is the founder of the firm. He helps people build a plan to stop stressing about money and gives them permission to pursue what they really care about. He became a Certified Financial Planner™ professional to enhance his knowledge. At Equitable Advisors, their financial professionals understand that your path to fulfillment starts with them getting to know who you are, what matters to you, and how you’ve made decisions so far. From there, they offer financial strategies that help you make smart choices and guide you toward a personalized approach and a financial portfolio designed to help you confidently live your life. Their professionals are passionate about financial guidance and are truly committed to their clients. The team offers a diverse, flexible, and transferable curriculum that gives them opportunities for continued development and growth.”

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“Elda Castillo has been a financial advisor at Edward Jones in McAllen, Texas, since 2006. She was first introduced to Edward Jones in 2002 while pregnant with her twin daughters. An article named Edward Jones One of the Best Places to Work for Working Moms. In 2006, she had the opportunity to begin her career with Edward Jones. As an Edward Jones financial advisor, her passion lies in helping guide her clients through life choices while assisting them in achieving their financial goals. She believes it is essential to understand what is most important to each client and to build a personalized strategy based on trust and communication to help achieve the desired goals. She focuses on quality investments that bring you closer to where you want to be. Her team is dedicated to personalizing each client interaction to individual goals. Her office administrator and right hand, Ruby Montalvo, and she are ready to help serve you. Their nation has seen many trying times, and they will work with you to guide you through the good and the bad. Reach out to them; they love to hear from you.”

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“Endurance Financial Planning, LLC, is a well-known financial planner in McAllen, Texas. Sergio Garcia is the firm's chief executive officer and financial advisor. The team at Endurance Financial Planning believes in long-term strategic discipline and execution. They also believe in the enduring ability of financial markets to provide financial returns and economic peace. They are not simply financial advisors; they are financial planners. They think it is not enough to just move forward with your investments; financial success happens when you execute a well-thought-out plan. They will help you craft a solid financial plan and stay accountable. The team seeks clients who think long-term and want to learn about markets, personal finance, and multigenerational wealth. They are looking for clients who want to face their future with courage and strength, no matter where they are in the wealth-building process.”

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