Elda Castillo is a financial planner at Edward Jones, located in McAllen, Texas. She 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. Elda Castillo is a proud member of the McAllen Chamber of Commerce and The Rio Grande Valley Estate Planning Council.
3 Best Financial Services in McAllen, TX
Expert recommended Top 3 Financial Services in McAllen, 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.
ELDA CASTILLO - EDWARD JONES REVIEWS
Elda takes the time to explain, educate, and assess your risk tolerance so she can customize the products and services offered by Edward D. Jones & Co. to your specific needs. As a long-time CPA, I highly recommend Elda to anyone with investment and/or retirement needs. Super friendly; give her office a call and set up a time.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Money Concepts is one of the top financial planning and wealth management firms located in McAllen, Texas. The firm is led by Denis Walsh, a Certified Financial Planner, RFC President, and CEO. Money Concepts prides itself on offering quality independent financial products and services, with a unique emphasis on the philosophy of having a Committed Benevolent Interest in the lives of its clients. They strive to help their clients achieve their financial desires and dreams. Money Concepts is dedicated to meeting its clients' unique financial needs and goals and derives its livelihood from its clients' satisfaction. They aim to cultivate a community based on CBI for all, including family members, clients, associates, independent financial professionals, tax professionals, and financial institutions. Whether you choose to retire early, start a second career, or go further, they will coordinate a plan for you.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MONEY CONCEPTS REVIEWS
I have been with this company for over a year now. They have been amazing. Specifically, Mark and David! I had met with many management companies before, but after meeting these two, there was no hesitation! They are responsive, quick, efficient, professional, and make each client feel like they are their only customer. Not enough could be said about them, but if you are looking for someone to manage your finances, I highly recommend this company.
If you want great intellectual assistance with money please contact them! Thank you David!
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Endurance Financial Planning LLC is a top-notch financial planning firm located in McAllen, Texas. They strongly believe that simply investing is not enough and that true financial success comes from executing a well-crafted plan. They will help you craft a solid financial plan, and then they can help you stay accountable. As SmartVestor Pro advisors, they follow Dave Ramsey's financial principles to establish long-term investment strategies and equity portfolios. Acting as fiduciaries, they prioritize their client's best interests and uphold a high standard of accountability. Endurance Financial Planning LLC seeks clients who value long-term thinking and are eager to learn about markets, personal finance, and multigenerational wealth.
Specialty:
Contact:
Working Hours:
Fri: 9am - 4pm
Sat & Sun: Closed
TBR® Inspection Report:
ENDURANCE FINANCIAL PLANNING, LLC REVIEWS
We have been working with Mrs. Rosa Ybarra for years and were eager to transition to her new business. I cannot recommend EF's services highly enough. If you want to invest and plan properly this is the place you need to be. Highly knowledgeable, data driven, and locally owned. One of the best decisions we made financially.
Rosa and her team are incredibly knowledgeable, helpful, patient, kind, everything! I highly recommend her for all your financial needs, no matter how big or small.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.