Best Financial Advisors in Harlingen, TX

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List of Firms

Harlingen, TX Fiduciary Financial Advisors

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Axiom Financial
Location 315 E Jackson Ave, Harlingen, TX 78550, USA
Phone (844) 662-9466
Directions
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David Heffernan - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1206 E Tyler Ave, Harlingen, TX 78550, USA
Phone (956) 423-1023
Directions
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Roger Stevenson - Thrivent
Location 1309 E Tyler Ave Ste B, Harlingen, TX 78550, USA
Phone (956) 365-4270
Directions
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Pronto Tax Services
Location 606 Palm Cir Dr, Harlingen, TX 78552, USA
Phone (956) 216-8057
Directions
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United Capital Financial Life Management
Location 305 E Jackson Ave Suite 101, Harlingen, TX 78550, USA
Phone (956) 216-7525
Directions
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Day Financial Group
Location 1251 Stuart Place Rd, Harlingen, TX 78552, USA
Phone (956) 428-5180
Directions
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Level Four Financial
Location 402 E Tyler Ave, Harlingen, TX 78550, USA
Phone (956) 615-7229
Directions
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Clermont LLC
Location 1212 E Harrison Ave # 182, Harlingen, TX 78550, USA
Phone (956) 230-3157
Directions
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El Centro Finance
5 out of 5
Location 111 S 2nd St, Harlingen, TX 78550, USA
Phone (956) 423-5209
Directions
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Gold Star Finance
4 out of 5
Location Harlingen, TX 78550, USA
Phone (956) 365-3440
Directions
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Crown Financial
1 out of 5
Location 1617 E Harrison Ave, Harlingen, TX 78550, USA
Phone (956) 230-0585
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1117 Stuart Place Rd # 103, Harlingen, TX 78552, USA
Phone (956) 291-3711
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Easy Solutions Credit Repair | Mortgage | Builder | Insurance
5 out of 5
Location 2222 S Expressway 83 #514, Harlingen, TX 78552, USA
Phone (866) 832-3542
Directions
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Wells Fargo Advisors
Location 1821 S 77 Sunshine Strip, Harlingen, TX 78550, USA
Phone (956) 428-5532
Directions
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Independent Advisor Group- Ricardo Cortina
5 out of 5
Location 1617 E Harrison Ave Suite G, Harlingen, TX 78550, USA
Phone (956) 338-9578
Directions
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Wells Fargo Advisors
Location 1247 Stuart Place Rd, Palm Valley, TX 78552, USA
Phone (956) 428-4146
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1906 E Tyler Ave Suite E2, Harlingen, TX 78550, USA
Phone (956) 423-5522
Directions
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Prudent Investor
SEC File# 801-56596
CRD# 47798
Location 405 Stuart Place Rd B, Harlingen, TX 78552, USA
Phone (956) 423-8100
Directions
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Thrivent Financial for Lutherans
SEC File# 801-60701
CRD# 115785
Location 702 US-281, San Benito, TX 78586, USA
Phone (956) 529-1518
Directions
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OneMain Financial
4 out of 5
Location 2224 S 77 Sunshine Strip #92, Harlingen, TX 78550, USA
Phone (956) 423-7660
Directions
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Empower Brokerage, Inc.
5 out of 5
Location 2307 N Ed Carey Dr, Harlingen, TX 78550, USA
Phone (888) 539-1633
Directions
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Elizondo Financial Services Inc
Location 1221 E Harrison Ave, Harlingen, TX 78550, USA
Phone (956) 440-8774
Directions
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Thrivent Financial-Lutherans
SEC File# 801-111055
CRD# 158043
Location 1309 E Tyler Ave B, Harlingen, TX 78550, USA
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Directions
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La Cross Financial Services
Location 1706 E Tyler Ave, Harlingen, TX 78550, USA
Phone (956) 425-5626
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Bryan Broden Financial Services
Location 1212 E Harrison Ave # 251, Harlingen, TX 78550, USA
Phone (956) 423-5950
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Little IV John M
5 out of 5
Location 1407 Stuart Place Rd suite c, Harlingen, TX 78552, USA
Phone (956) 365-3489
Directions
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Barri Office
4 out of 5
Location 223 E Jackson Ave, Harlingen, TX 78550, USA
Phone (956) 425-2048
Directions
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Payment 1 Loans - Harlingen
5 out of 5
Location 1418 E Tyler Ave #3, Harlingen, TX 78550, USA
Phone (956) 230-3916
Directions
Financial Advisors in Harlingen, TX

Where Certified Financial Advisors in Harlingen, TX Serve

Harlingen, TX is a vibrant city in the heart of the Rio Grande Valley. It boasts a rich history, diverse culture, and a thriving economy. Some of the city's most notable landmarks include the Iwo Jima Memorial, the Harlingen Arts and Heritage Museum, and the Harlingen Medical Center. The top employers in the area include the Harlingen Consolidated Independent School District, Valley Baptist Medical Center, and United Healthcare. Major highways and streets in the city include Interstate 2, US Route 77, and Tyler Avenue. Harlingen is home to several unique neighborhoods, each with its own distinct character and charm. From the historic downtown district to the bustling retail centers, there is something for everyone in this dynamic city. Whether you're a local or a visitor, Harlingen is a place that will capture your heart and leave you wanting more.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Harlingen, TX can benefit greatly from the guidance of a financial advisor. With a population of over 65,000 people, many individuals and families in Harlingen may struggle with managing their finances. A financial advisor can assist with creating a budget, setting financial goals, and developing a plan to achieve those goals. Additionally, Harlingen is a city with a significant number of retirees, and a financial advisor can help them navigate the complexities of retirement planning, including managing Social Security benefits and creating a sustainable income stream. With the help of a financial advisor, residents of Harlingen can gain a better understanding of their finances and make informed decisions to secure their financial future.

Insurance Broker

Residents of Harlingen, TX can benefit in several ways by consulting an insurance broker. For starters, an insurance broker can help them navigate the complex world of insurance policies and find one that fits their specific needs. This is particularly important in Harlingen, TX, where the climate is hot and humid, and residents may need specialized coverage for flood or hurricane damage. Additionally, an insurance broker can help residents save money by finding them the best deals and discounts available. They can also provide valuable advice on how to minimize risk and protect themselves from unexpected events. Overall, an insurance broker can be an invaluable resource for residents of Harlingen, TX looking to secure their financial future and protect their assets.

Retirement Planning

Residents of Harlingen, TX could benefit greatly from the guidance of a retirement planner. One specific way a retirement planner could help is by assisting residents in navigating the unique tax laws in Texas. For example, Texas is one of the few states that does not have a state income tax, which can impact retirement planning strategies. Additionally, Harlingen has a large retiree population and a retirement planner could help residents determine the best ways to maximize their retirement income and manage their assets. A retirement planner could also provide guidance on healthcare costs, which can be a significant expense for retirees. Overall, a retirement planner could help Harlingen residents make informed decisions about their financial future and ensure they are well-prepared for retirement.

Wealth Management

Residents of Harlingen, TX could benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing financial planning and investment advice. This is especially important for residents of Harlingen, as the city has a large retiree population. A wealth manager can help retirees manage their retirement income and investments to ensure they have enough money to live comfortably throughout their golden years. Additionally, a wealth manager can help residents of Harlingen navigate the complex tax laws and regulations that are unique to Texas, ensuring they are taking advantage of all available tax breaks and deductions. Overall, a wealth manager can provide peace of mind and financial security to residents of Harlingen, allowing them to enjoy their retirement years without worrying about money.

Mortgage Loan Officer

Residents of Harlingen, TX could greatly benefit from the services of a mortgage loan officer. With a growing population and an average home price that is significantly lower than the national average, Harlingen presents a unique opportunity for first-time homebuyers and those looking to upgrade their living situation. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage and ensure that they are getting the best possible rates and terms. Additionally, Harlingen has a large Hispanic population, and a bilingual mortgage loan officer could provide invaluable assistance to those who may not be fluent in English. Overall, a mortgage loan officer can help residents of Harlingen achieve their dreams of homeownership and improve their financial stability.

Tax Services

Residents of Harlingen, TX can benefit from the expertise of a tax advisor in many ways. One of the most common ways is through the preparation of their tax returns. A tax advisor can help residents navigate the complex tax laws and regulations specific to Texas, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning and estate planning, to help residents minimize their tax liability and maximize their financial well-being. In a city like Harlingen, where the cost of living is relatively low compared to other parts of the country, a tax advisor can be especially helpful in helping residents make the most of their hard-earned money.

Estate Planning Lawyer

Residents of Harlingen, TX can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by ensuring that residents have a comprehensive plan in place for their assets and property in the event of their passing. This is particularly important in Harlingen, TX, where the population is largely made up of retirees and seniors. An estate planning lawyer can help residents navigate the complex legal landscape of estate planning, including wills, trusts, and power of attorney documents. They can also provide guidance on tax planning and asset protection, allowing residents to preserve their wealth for future generations. Overall, an estate planning lawyer can provide peace of mind and security for residents of Harlingen, TX, ensuring that their legacy is protected and their loved ones are taken care of.

Harlingen, TX Financial Resources

Harlingen, TX Chamber of Commerce

https://www.harlingen.com/

Harlingen, TX City Hall

https://www.harlingentx.gov/

Harlingen, TX Public Library

https://harlingenlibrary.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Harlingen, TX