Table of Contents
Selecting the right financial advisors in El Paso can play a crucial role in your wealth management and financial planning journey. If you’re looking for expert advice on investments, tax-efficient wealth preservation strategies, or retirement planning, these financial advisors in El Paso are worth considering for their personalized approach to securing your financial future.
Financial Advisors in El Paso to Consider
- Milner Carballo Financial Group
- Smart Choice Credit
- Family Financial Group
- Trilogy Financial Planning
- SafePath Financial
- Talavera Consulting
- Sierra Finance
- SWF Consulting Group
- LFA International Advisors
- Ruben E. Guerra & Co.
1. Milner Carballo Financial Group
Milner Carballo Financial Group is a comprehensive financial services firm offering personalized wealth management solutions. With expertise in investment strategies, retirement planning, and insurance solutions, their team provides tailored advice to help clients achieve their financial goals. The firm emphasizes building long-term relationships through trust and customized financial planning.
🔹 Services: Wealth Management, Retirement Planning, Insurance Solutions
📍 Address: 300 E Main St #945, El Paso, TX 79901
📞 Phone: 1-915-613-4602
🔗 Website: Milner Carballo
📧 Contact: saragon1@gentrypartnersep.com
2. Smart Choice Credit
Smart Choice Credit specializes in credit repair and financial wellness services, helping clients improve their credit scores and achieve financial freedom. Their team of credit experts provides personalized credit analysis, dispute resolution, and financial education to empower individuals to take control of their credit health and make smarter financial decisions.
🔹 Services: Credit Repair, Credit Counseling, Financial Education
📍 Address: 221 N Kansas St Ste 700, El Paso, TX 79901
📞 Phone: 1-888-417-1040
🔗 Website: Smart Choice Credit
📧 Contact: info@smartchoicecredit.com
3. Wealth Heritage
Wealth Heritage is a premier wealth management firm specializing in multi-generational financial planning and legacy preservation. Based in El Paso, Texas, the firm provides comprehensive services designed to help affluent families and individuals grow, protect, and transfer wealth efficiently across generations. Their team of seasoned advisors combines sophisticated investment strategies with advanced estate planning techniques to create customized solutions that address complex financial needs while honoring family values and objectives.
🔹 Services: Multi-Generational Wealth Planning, Investment Management, Estate Preservation Strategies
📍 Address: 13 Diamond Crest Ln, El Paso, TX 79902
📞 Phone: 1-915-633-8866
🔗 Website: Wealth Heritage
📧 Contact: abarron@alexbarron.com
4. Trilogy Financial Planning
Trilogy Financial Planning provides comprehensive financial advisory services with a focus on retirement income strategies, investment management, and wealth preservation. Their team of certified professionals takes a holistic approach to financial planning, helping clients at all life stages create and maintain financial security. They emphasize education and personalized service to empower clients in making informed financial decisions.
🔹 Services: Retirement Income Planning, Investment Management, Wealth Preservation
📍 Address: 6090 Surety Dr Suite 210, El Paso, TX 79925
📞 Phone: 1-915-303-8092
🔗 Website: Trilogy Financial Planning
📧 Contact: erika.marin@lpl.com
5. SafePath Financial
SafePath Financial specializes in retirement planning and wealth management services for individuals approaching or in retirement. Their advisors focus on creating customized retirement income strategies, Social Security optimization, and risk management solutions to help clients enjoy a secure and comfortable retirement. They take pride in helping clients navigate the complex financial decisions of retirement with clarity and confidence.
🔹 Services: Retirement Income Planning, Social Security Optimization, Risk Management
📍 Address: 10921 Pellicano Dr #101, El Paso, TX 79935
📞 Phone: 1-915-621-5466
🔗 Website: SafePath Financial
📧 Contact: javier@safepathfinancialgroup.com
6. Talavera Consulting
Talavera Consulting is a boutique financial advisory firm offering personalized wealth management and business consulting services. Their team provides strategic financial planning, investment management, and business growth solutions tailored to high-net-worth individuals and business owners. With a focus on building lasting client relationships, they deliver comprehensive advice to help clients achieve their financial aspirations.
🔹 Services: Wealth Management, Business Consulting, Investment Strategies
📍 Address: 201 Anthony St, El Paso, TX 79902
📞 Phone: 1-915-834-9026
🔗 Website: Talavera Consulting
📧 Contact: luis@talaveraconsulting.co
7. Sierra Finance
Sierra Finance is a modern financial services firm specializing in personal and business financial solutions. Their services range from personal wealth management and retirement planning to business financial consulting and investment strategies. With a client-centric approach, they help individuals and businesses build strong financial foundations and work toward their long-term financial objectives.
🔹 Services: Personal Wealth Management, Business Financial Consulting, Investment Strategies
📍 Address: 6080 Surety Dr Ste 101, El Paso, TX 79905
📞 Phone: 1-915-593-7111
🔗 Website: Sierra Finance
📧 Contact: sierrafinance@sierraep.com
8. SWF Consulting Group
SWF Consulting Group is a premier financial advisory firm specializing in comprehensive wealth management solutions for individuals, families, and businesses. Headquartered in El Paso, the firm offers a holistic approach to financial planning that integrates investment management, retirement strategies, and tax optimization. Their team of experienced advisors provides personalized guidance to help clients navigate complex financial decisions and achieve long-term financial security. With a client-centered philosophy, SWF Consulting Group focuses on building lasting relationships through transparency, education, and tailored financial solutions designed to meet each client’s unique goals and aspirations.
🔹 Services: Wealth Management, Retirement Planning, Tax Optimization Strategies
📍 Address: 1420 Geronimo Dr, El Paso, TX 79901
📞 Phone: 1-915-206-2148
🔗 Website: SWF Consulting Group
📧 Contact: bbaron@swfconsultinggroup.com
9. LFA International Advisors (LFA-IA)
LFA International Advisors is a global wealth management firm specializing in cross-border financial planning for internationally mobile individuals and families. The firm provides sophisticated solutions for expatriates, global executives, and multinational families dealing with complex international financial situations. Their services address unique challenges including multi-currency portfolios, tax optimization across jurisdictions, and international estate planning.
🔹 Services: Expatriate Financial Planning, Cross-Border Wealth Management, International Tax Strategies
📍 Address: 4130 Rio Bravo St, El Paso, TX 79902
📞 Phone: 19155446950
🔗 Website: LFA International Advisors
📧 Contact: mgomez@lfa-ia.com
10. Ruben E. Guerra & Co.
Ruben E. Guerra & Co. is a boutique wealth management firm specializing in comprehensive financial planning and investment strategies for professionals and growing families. Led by Ruben E. Guerra, a financial professional with over [X] years of experience, the firm provides personalized guidance focused on retirement planning, education funding, and wealth preservation. Their client-centric approach emphasizes building long-term relationships through tailored financial solutions that evolve with clients’ changing life circumstances.
🔹 Services: Retirement Planning, Investment Management, Education Funding Strategies
📍 Address: 201 E Main St, El Paso, TX 79901
📞 Phone: 17227734807
🔗 Website: Ruben E Guerra Co
📧 Contact: info@guerrainvestments.com
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
