Top Three Rated

Best Financial services in BROWNSVILLE

3 trusted local Financial Services in Brownsville, Texas

Bluestone Financial

4004 Ridge Trail, Brownsville, TX
Pincode: 78520
5.0 (3 reviews) Since 2020
Specialties
Wealth Management Financial Planning Retirement Planning Investment Advisory Employer‑Sponsored Retirement Plans Insurance Planning Tax‑Related Financial Advice & Estate Planning
About Business

Bluestone Financial is a locally owned financial advisory practice that provides independent, impartial wealth management, financial planning, and retirement plans for locally owned businesses.

Working Hours
Open Mon - Thu 8:30 am - 5:00 pm Fri 8: 30 am - 4:00 pm Sat & Sun Closed
Customer Review
Reggie has been a tremendous help overall. He has years of experience and very knowledgeable. I appreciate his patience and his Financial guidance he provides. I highly recommend him to anyone and encourage people to reach out to him. You will not be dissatisfied, that’s for sure!
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Edward Jones : Joe De La Garza

855 W Price Rd Suite 3, Brownsville, TX
Pincode: 78520
5.0 (2 reviews) Since 2005
Specialties
Retirement Planning Retirement Savings Strategies Estate & Legacy Strategies Business Retirement Plans Wealth Strategies Personalized Investment Advice & Educational Savings Planning
About Business

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. They can help you prepare for retirement, save for education and be a tax-smart investor.

Working Hours
Open Mon - Fri 8:00 am - 4:00 pm
Closed Sat & Sun Closed
Customer Review
Excelente services and knowledgeable advisors. Esther was polite, knowledgeable, and explained everything perfectly. I highly recommend these services
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HG Thomas Wealth Management

2380 Central Blvd, Brownsville, TX
Pincode: 78520
5.0 (1 reviews) Since 2012
Specialties
Retirement Planning Investment Planning Tax Planning Life Insurance Planning Divorce Planning Education Planning Financial Planning & Wealth Management
About Business

HG Thomas Wealth Management, They know you want an experienced advisor you can trust with your hard-earned money. It’s equally important to find someone who takes the time to get to know you, includin...

HG Thomas Wealth Management, They know you want an experienced advisor you can trust with your hard-earned money. It’s equally important to find someone who takes the time to get to know you, including having a good understanding of both your current financial situation and your plans and goals for the future.

Working Hours
Open Open 24 Hours
Customer Review
Loved his explanations to everything and encouraged me to ask any questions I had. I definitely felt confident about my money in the future. Highly recommend him!
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