5 advisors with offices in McAllen. Credentials, fee structures, and minimums are disclosed on each listing.
McAllen, Texas
Insurance-Based
Armondo J. Brennan is a Registered Representative with New York Life based in McAllen, Texas. The practice offers financial planning services and operates through an insurance-based business model. Services are provided in English.
View detailsMcAllen, Texas
Farley Wealth Management is located in McAllen, Texas and provides investment management and wealth management services. The firm operates in English.
View detailsMcAllen, Texas
Liora Insurance LLC operates in McAllen, Texas and provides insurance services to clients in the area. The firm conducts business in English.
View detailsMcAllen, Texas
M.A.H. Financial Services is located in McAllen, Texas and provides financial planning services. The firm serves clients in English and Spanish.
View detailsMcAllen, Texas
Wirehouse
Merrill Lynch Wealth Management operates in McAllen, Texas, providing financial planning and investment management services. As a wirehouse firm, it offers wealth management and investment management across a broad client base. The office serves clients in English and holds a 3.5-star rating based on Google reviews.
View detailsAdvisors serving McAllen specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Texas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.