We Have Listed The Top 10 Financial Advisors In El Paso To Help You Choose The Best Professional For Your Needs.
Since the day we opened our doors, we have acted in accordance with the fiduciary standard: Put clients’ interests first. For us, there’s no other way. Our recommendations, investment philosophy and day-to-day operations are explicitly designed to best serve your needs and to help you achieve your goals. Many people have portfolios that life has built for them, with investments scattered all over and with no clear cohesion between their assets and their goals. Imagine instead, having not only a portfolio but a plan built for your life. A plan will keep track of the assets you have and what you want those assets to achieve for you, your family and even the organizations you care about. Imagine having a plan designed around your goals. Instead of worrying about the inevitable short-term market swings, your focus is on how your plan is progressing relative to your goals. Our service model is designed to give you the freedom to focus on what you care about the most and help you design, implement and monitor your goals and your progress towards them. We collaborate directly with your team of professionals to simplify your life. For example, we can work with your attorney to review your estate plan, or with your accountant to make sure you don’t pay more taxes than you should. Finally, we have access to world-class thought leadership resources via our alliances to help you Live Financially Confident.
Address: 4545 Hondo Pass Suite C El Paso, TX 79904
Phone: 915-759-6393
Website: https://www.carsonwealth.com/locations/el-paso-tx-hondo-pass/
Why should you work with Carson Wealth? We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like. Whether you’re investing hundreds or millions, at Carson Wealth we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today. We are here to help you keep what’s best for you and your family in mind at all times. If you’re spending too much or not saving enough to stay on track for your goals, we will make sure you know it – and we’ll make sure it gets set right. We’re here to coach you through anything and everything. We’re not just a financial advisor. Looking toward a change in profession? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion – and we probably have a few ideas of our own. Most advisors only care about the table stakes of investments and managing money. While these are important factors, we’re also interested in helping you plan all the key areas of your financial life. We've been there before, and we can help you take the steps you need to pursue your goals. At Carson Wealth, we don’t just take you from one item to the next – we identify and communicate what should take priority when and guide you each step of the way. In other words, we don’t just create a roadmap – we’ll help you get there.
Address: 221 N Kansas St | Ste 700 El Paso, TX 79901
Phone: 915-238-6153
Website: https://franklinstar.com/
At Franklin Star Wealth Planning, we believe that Generations X and Y Healthcare Professionals should have access to honest and objective financial advice. Meeting with a sales professional and being sold a commissionable financial product shouldn’t be a prerequisite for getting the financial help you need, nor should you be required to have a million dollars in your bank account for a financial professional to manage. We wholeheartedly believe that we are different. We are a fee-only financial planning firm. This means we don’t sell financial products and don’t work for commission. Our financial advice, coaching and financial planning services are designed to be provided without the high pressure sales tactics of other firms. To help each client diagnose the financial issues in their lives, and provide actionable solutions so that they can lead a financially healthy life. Franklin Star, LLC (FSWP) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FSWP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
Address:
Phone: 888-988-6621
Website: https://www.planningretirements.com/services/investment-management/texas/el-paso/
Our team of investment advisors servicing El Paso, TX have the knowledge and experience to help you set and meet your long-term financial goals. Investing can be confusing, but our Smartvestor Pros have the knowledge and experience to help you make the best decisions. Because they help a wide variety of clients in varying financial circumstances and at different stages of their lives, our Smartvestor Pros can offer guidance in many financial areas including retirement planning, risk management, tax planning, asset allocation, estate planning, and more. Our Dave Ramsey Smartvestor Pro Advisors are educated investment professionals who will oversee your portfolio and help you make the best decisions in an unpredictable financial marketplace. We provide investment management services near El Paso, and we have been providing investment advice for individuals throughout Amarillo, Austin, Beaumont, Brownsville, Carrollton, Corpus Christi, Dallas, El Paso, Fort Worth, Frisco, Garland, Houston, Irving, Laredo, Lubbock, Northeast Tarrant, Northwest Harris, Plano, San Antonio, Southeast Montgomery, Waco for years. Our job is to help you grow your portfolio and create the wealth and security you need to enjoy your retirement years. Take 15% of your gross household income and start investing it into your retirement. Start with your company’s 401(k) plan and receive the full employer match. Invest the rest into Roth IRAs—one for you and one for your spouse (if you’re married). By this step, you’ve paid off all debts (except the house) and started saving for retirement. Next, it’s time to save for your children’s college expenses (that is, if they make it through Algebra II and Chemistry unscathed). We recommend 529 college savings plans or ESAs (Education Savings Accounts). Now, bring it all home. Baby Step 6 is the big dog! Your mortgage is the only thing between you and complete freedom from debt. Can you imagine your life with no house payment? Any extra money you can put toward your mortgage could save you tens (or even hundreds) of thousands in interest. You know what people with no debt can do? Anything they want! The last step is the most fun. You can live and give like no one else! Keep building wealth and become insanely generous. Leave an inheritance for your kids and their kids. Now, that’s what we call leaving a legacy!
Address: 621 N. Resler El Paso, TX 79912
Phone: 915-613-4300
Life in today’s world has been made easier with the use of technology. Technological advances have been a great asset in the financial industry because we are able to determine financial risk factors much more accurately than in the past. While the software we use can be a valuable tool in assessing various financial risks, it is not the only tool that should be used. The problem is, if we completely rely on technology, there is no person touch to the services we provide to our clients, no unique considerations of each individual’s situation, and no professional thought in the planning process. At Crown Wealth Strategies, we are committed to focusing on the interpersonal relationship between us and our clients. We know the perfect recipe for success is one half technological resources and one half client relationships. Although many call themselves "financial planners," only Certified Financial Planner™ (CFP®) professionals have extensive training and are held to the highest ethical and educational standards. Lizzie, as a CFP®, believes in the fiduciary standard that she is held to and in client relationships that last for generations. We believe that advisors should have access to both fee-based and commission-based products. Oftentimes, our clients can be best-served with a fee-based product (like investments, which Lizzie has access to through her affiliation with Eagle Strategies LLC), but other times, they may be best-served with products that are commission-based (like annuities and life insurance, which Lizzie can provide as an Agent of New York Life Insurance and as a Registered Representative for NYLIFE Securities LLC). In the end, rather than having clients purchase these products from a broker, it has been Lizzie’s experience that clients are relieved to have a trusted advisor to review a spectrum of products and services, understand and explain the details of those solutions, and to be able to advise them on all their needs. Lizzie strives to always provide our clients with the top-tier, best-in-class choices for their assets, no matter the payment or commission that she receives.
Address: 4712 Woodrow Bean Suite F El Paso, Texas, 79924
Phone: 915-772-0100
Website: https://advisor.firstcommand.com/us/tx/el-paso/ramills
Randy Mills joined First Command Financial Services as a Financial Advisor in May 2019, following a 11-year career in the United States Army, where he attained the rank of Captain. Randy 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. A graduate of United State Military Academy at West Point, NY with a Bachelor’s degree in Economics, Randy holds Series 7 and 66 securities licenses plus life and health insurance licenses in Alabama, Florida, Hawaii, Indiana, Louisiana, New Mexico, New York, North Carolina, Oklahoma, Texas, and Wisconsin. Randy is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Active in his community, Randy is a member of Travis Manion Foundation and 9/11 Heroes Run. In his free time, Randy enjoys football. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Address: 4699 N. Mesa Street Floor 01 El Paso, TX 79912
Phone: 915-534-3100
Website: https://www.local.ml.com/050530/
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: 7500 Viscount Blvd c 60,El Paso, TX 79925,USA
Phone: 844-356-4934
At Trilogy Financial Planning, our mission is that everyone we meet has a plan, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. We are committed to the follow through that your plan can lead you to retirement and ultimate freedom. Trilogy Financial Planning offers independent financial management and advice in the following key areas: Investment planning Risk management College funding Retirement planning Estate conservation. Our services are designed to help you answer the following questions: How can I get more from my investments? How can I reduce my exposure to risk? How much money will I need to live comfortably in retirement? Am I saving enough? What is the best way to save for college? How can I help reduce estate taxes and preserve more of my assets for my heirs? Do I have the right amount of life insurance?
Address: 550 S. Mesa Hills Suite A.3 El Paso, TX 79912
Phone: 915-521-8191
Website: https://www.vielledent.com/
Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our mission is simple: to provide innovative and practical financial programs for our valued clients. Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services. Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients. The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients. We look forward to helping you take control of your financial future.
Address: 123 W Mills Ave Ste. 200 El Paso, TX 79901
Phone: 915-532-8885
Website: https://www.sw-advisors.com/
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.