Top Three Rated

Financial services in EL PASO

3 trusted local financial services in EL PASO, TEXAS

First Command Financial Advisor : Aaron Smith

4712 Woodrow Bean Transmountain Suite F, El Paso, TX
5.0 (12 reviews) Since 2023
Specialties
Financial Planning Investment Strategies Retirement Planning Risk Management Debt Management Insurance Planning Education Funding Solutions Military Benefits Guidance Wealth Management Advisory & Financial Coaching Services
About Business

Jason Faras joined First Command Financial Services as a Financial Advisor in February 2023, following a 23-year career in the United States Army, where he attained the rank of First Sergeant. Jason u...

Jason Faras joined First Command Financial Services as a Financial Advisor in February 2023, following a 23-year career in the United States Army, where he attained the rank of First Sergeant. Jason understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Understanding that the biggest obstacle to financial security for most people is their own behavior, Jason serves as a personal financial coach to clients, continually reinforcing positive financial behaviors.

Contact Information
Open Mon - Fri 8:00 am - 5:00 pm
Closed Sat & Sun Closed
Additional Information
Pincode: 79924
Facilities
Air Plane Car Parking Free - Wifi Trains Transporation
Customer Review
Was called by Aaron to come in and do my annual review. I came in with questions about possible life insurance policy changes and he was very knowledge and helped recommend decision points for me to consider that I hadn't even considered. Afterwards he talked me through their new goals success rating tool, which I am a huge fan of. Quantifiable numbers always give me confidence in decision making.
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Primerica : Daniel Rodriguez

1699 N Zaragoza Rd Ste d, El Paso, TX
5.0 (35 reviews) Since 2023
Specialties
Investments And Savings Term Life Insurance Identity Theft Protection Pre-Paid Legal Services Auto And Home Insurance Referral Program Mortgage Loans Mutual Funds Managed Investments Annuities Retirement Plans Business Retirement Plans Financial Education Services Debt Solutions & Financial Needs Analysis
About Business

Daniel Rodriguez – Primerica, the representative provides financial education and advisory services focused on helping clients understand life insurance options, build savings strategies, and invest...

Daniel Rodriguez – Primerica, the representative provides financial education and advisory services focused on helping clients understand life insurance options, build savings strategies, and invest for long-term goals. He works with clients to create a Financial Needs Analysis (FNA), which helps identify coverage needs, debt solutions, and retirement planning strategies tailored to their income and lifestyle.

Additional Information
Pincode: 79936
Facilities
Air Plane Car Parking Free - Wifi Trains Transporation
Customer Review
Danny and Claudia are an Amazing couple with huge hearts! They’re always willing to help and have the best intentions for you and your family. They are very knowledgeable in what they do and they will help you with a financial game plan to secure your future. Highly Recommend 💯%
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Edward Jones : Dave Forney

201 E Main St #1302, El Paso, TX
5.0 (9 reviews) Since 2019
Specialties
Retirement Savings Strategies Estate & Legacy Strategies Portfolio Reviews Retirement Income Strategies Business Retirement Plans Entrepreneurs & Business Owners
About Business

Dave Forney – Edward Jones clients receive personalized financial services focused on investment planning, retirement strategies, wealth management, and long-term financial goal setting. The practice...

Dave Forney – Edward Jones clients receive personalized financial services focused on investment planning, retirement strategies, wealth management, and long-term financial goal setting. The practice works closely with individuals and families to understand their financial situation and develop tailored strategies that support savings, income planning, and future financial stability. The goal is to help clients make informed decisions and stay on track toward financial independence.

Contact Information
Open Mon - Thu 8:00 am - 4:00 pm Fri 8:00 am - 3:00 pm Sat & Sun Closed
Additional Information
Pincode: 79901
Facilities
Air Plane Car Parking Free - Wifi Trains Transporation
Customer Review
I had a great experience working with Aaron. He was extremely knowledgeable, patient, and took the time to clearly explain every option available to me and my wife. Instead of rushing through the process, he made sure we fully understood the financial strategies and how they would impact my long-term goals. His professionalism, transparency, and willingness to educate us really set him apart. I highly recommend him to anyone looking for trustworthy and informative financial guidance.
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