texas Date: 09-25-2025

Top 15 Financial Advisors in McAllen, TX

	Financial Advisor	Address
1	♠ Valley Financial Est Planning	323 W Nolana Ave, McAllen, TX 78504
2	♠ Solaris Financial	1811 N 23rd St Suite 513, McAllen, TX 78501
3	♠ Gold Financial Services - Monica Hernandez, Loan Officer	2520 Buddy Owens Blvd, McAllen, TX 78504
4	♠ Lendmark Financial Services LLC	6500 N 10th St Suite N, McAllen, TX 78504
5	♠ MG Wealth Strategies, Mario Gutierrez Financial Advisor	200 S 10th St #1300, McAllen, TX 78501
6	♠ Edward Jones - Financial Advisor: Elda Castillo, CFP®\|ChFC®	800 N Main St Suite 130, McAllen, TX 78501
7	♠ Office of Sergio A. Rojas, CFP®️ (RGV Wealth Management)	4124 N 23rd St Suite 2, McAllen, TX 78504
8	♠ OneMain Financial	2901 N 23rd St #4, McAllen, TX 78501
9	♠ Farley Financial	1109 W Nolana Ave #301, McAllen, TX 78504
10	♠ Fulfillment Wealth Management	4220 N Bicentennial Dr A, McAllen, TX 78504
11	♠ Endurance Financial Planning, LLC	2400 N 10th St Suite B, McAllen, TX 78501
12	♠ Capital Choice Financial Services	4200 N 23rd St, McAllen, TX 78504
13	♠ Christina Perez- Perez Financial Group	711 W Nolana Ave #102-A, McAllen, TX 78504
14	♠ M.A.H. Financial Services	729 N Ware Rd STE 107, McAllen, TX 78501
15	♠ David D Barnes - Financial Advisor, Ameriprise Financial Services, LLC	3008 N McColl Rd Ste B, McAllen, TX 78501

1.Valley Financial Est Planning

Address: 323 W Nolana Ave, McAllen, TX 78504

(9) user ratings total:

Red Headed Reviewer We are visiting elderly grandparents here. They took us to meet their financial advisor at Valley Financial in the event that something should happen to them. What could have been an uncomfortable conversation, instead the meeting was very helpful and informative for all involved.

5 /5

2.Solaris Financial

Address: 1811 N 23rd St Suite 513, McAllen, TX 78501

(8) user ratings total:

Naida Ramos Thank you! Process was very smooth and easy, I totally recommend them

5 /5

3.Gold Financial Services - Monica Hernandez, Loan Officer

Address: 2520 Buddy Owens Blvd, McAllen, TX 78504

(8) user ratings total:

Maria Villarreal Ms. Monica was amazing, as a first time home buyer she helped put me at ease and explained the loan process step by step. She was always available and was able to answer all my questions confidently. She had my best interest at heart and helped me find home insurance that fit my budget she also helped me lock a great interest rate! I strongly recommend her expertise!

5 /5

4.Lendmark Financial Services LLC

Address: 6500 N 10th St Suite N, McAllen, TX 78504

(7) user ratings total:

Gustavo Zamora Great customer service and communication will definitely return if I need too

5 /5

5.MG Wealth Strategies, Mario Gutierrez Financial Advisor

Address: 200 S 10th St #1300, McAllen, TX 78501

images MG Wealth Strategies, Mario Gutierrez Financial Advisor

(7) user ratings total:

Mario Nanni I highly recommend MG Wealth Strategies as a financial advisor. He is extremely professional, taking the time to understand your unique situation and build a personalized strategy for both the present and future. His expert guidance provides true peace of mind, knowing your financial goals are in good hands. If you’re looking for a knowledgeable and trustworthy advisor, Mario G. is an excellent choice!

5 /5

6.Edward Jones - Financial Advisor: Elda Castillo, CFP®|ChFC®

Address: 800 N Main St Suite 130, McAllen, TX 78501

images Edward Jones - Financial Advisor: Elda Castillo, CFP®|ChFC®

(5) user ratings total:

Beto C I have had the pleasure of working with Elda Castillo as my financial advisor at Edward Jones, and I couldnt be more satisfied with her services. Eldas expertise and dedication have been invaluable in helping me plan for my financial future

5 /5

7.Office of Sergio A. Rojas, CFP®️ (RGV Wealth Management)

Address: 4124 N 23rd St Suite 2, McAllen, TX 78504

(45) user ratings total:

Paul Reyes Two thumbs up!! Sergio does an excellent job keeping me updated and on track in my retirement. I highly recommend him!

5 /5

8.OneMain Financial

Address: 2901 N 23rd St #4, McAllen, TX 78501

(40) user ratings total:

J. Gomez The process is easy and actually fool-proof. While they do require a car title, if you sign up for automatic payments every month, you dont have to worry about it. I was able to consolidate all my debt into one payment. Lifesavers.

5 /5

9.Farley Financial

Address: 1109 W Nolana Ave #301, McAllen, TX 78504

(4) user ratings total:

Thomas Beckman Joe has a wonderful approach to managing our wealth. Were glad we have such a competent, knowledgeable person managing our portfolio.

5 /5

10.Fulfillment Wealth Management

Address: 4220 N Bicentennial Dr A, McAllen, TX 78504

images Fulfillment Wealth Management

(4) user ratings total:

G Perry Curtis Come see what we do differently than all the rest.

5 /5

11.Endurance Financial Planning, LLC

Address: 2400 N 10th St Suite B, McAllen, TX 78501

images Endurance Financial Planning, LLC

(3) user ratings total:

Carmen Burgos The Best! Place for People that Want to Get The Best! Finantial Investment Services. Ms. Rosa Ybarra It’s an Outstanding Professional that Will Work With You and Guide You to Achieve Your Finantial Goals. We had learned so much with her. We have seen Wonderful Results. The Best! Decision We had Ever Made. Thank You!

5 /5

12.Capital Choice Financial Services

Address: 4200 N 23rd St, McAllen, TX 78504

(3) user ratings total:

Joey Ramon I have never felt more at peace. Victor Galvan truly has helped me and my family on our path to financial freedom. He won’t only tell you what to do, he’ll teach you how and why to do it. I will never go anywhere else.

5 /5

13.Christina Perez- Perez Financial Group

Address: 711 W Nolana Ave #102-A, McAllen, TX 78504

(27) user ratings total:

Francisco Urbina I am extremely happy with the staff at Perez Financial they are very helpful. They guide us through everything. Thank you from the bottom of my heart .

5 /5