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.

"Strategic Insights Financial Planning Group offers personalized financial advice and a range of product solutions, including investments, insurance, annuities, and banking. They offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. Their focus is to help clients achieve their financial goals and feel confident, connected, and in control of their economic life. They can help their clients to achieve their financial goals and adjust to whatever life brings.

"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.