Fiduciary advisors in McAllen, TX

McAllen, Texas

Insurance-Based

Armondo J. Brennan is a registered representative with New York Life offering financial planning services in McAllen, Texas. The firm follows a four-step planning process beginning with discovery of client goals and priorities, followed by assessment of existing financial resources and risks, customized strategy development, and ongoing implementation with periodic monitoring. The practice collaborates with other professionals such as CPAs and attorneys to address various aspects of client financial situations.

McAllen, Texas

Farley Wealth Management, based in McAllen, Texas, offers investment management and wealth planning services to individuals and families. The firm conducts periodic reviews of clients' financial positions and coordinates investment, liability management, and planning strategies. Led by Zach Farley, who has over 20 years of experience and holds Platinum Council recognition from Wells Fargo Advisors Financial Network, the team includes advisors with extensive backgrounds in financial services; Jennifer Lyssy holds an MBA and Series 9/10 registrations, while support staff manage account administration and client services.

McAllen, Texas

Liora Insurance LLC is an insurance agency based in McAllen, Texas, offering health, life, Medicare, auto, home, and commercial coverage to individuals, families, and businesses. The firm provides consultation and enrollment services through both in-office and phone appointments, and handles policy renewals and plan revisions. Services are offered at no consultation fee, with business hours Monday through Friday, 9 AM to 5 PM, and Saturday mornings until 2:30 PM.

McAllen, Texas

M.A.H. Financial Services is a financial planning firm based in McAllen, Texas, led by fiduciaries Marc Hernandez and Carlos Lopez. The firm serves professionals across multiple generations and specializes in retirement planning for federal employees, educators, and healthcare workers, with particular expertise in alternative retirement plans. As independent advisors, they are not restricted to proprietary products and address a range of planning topics including 401(k) strategies, IRAs, life insurance, and bond alternatives.

McAllen, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in McAllen, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.5-star rating from 2 Google reviews.