Below is a list of the top and leading Financial Services in El Paso. To help you find the best Financial Services located near you in El Paso, we put together our own list based on this rating points list.
El Paso’s Best Financial Services:
The top rated Financial Services in El Paso, TX are:
- Lincoln Financial Group – encourage collaboration, insights, and creativity among their partners and staff
- The Herrera Group – provides a comprehensive range of wealth management services
- NewStart Financial Services – gives you the tools you need to not only reach your financial goals
- Morgan Stanley Financial Advisors – provides specialized services and innovative techniques
- Garcia & Associates, Income Tax & Financial – offers comprehensive accounting services and competent financial advice
Lincoln Financial Group
Lincoln Financial Group offers guidelines and solutions that enable people to confidently and optimistically take command of their financial lives for more than a century, they’ve helped people take control of their futures by providing reliable industry rankings, vast distribution capabilities, and a stable financial base.
They are dedicated to community involvement, recognizing and honoring excellent corporate citizenship, supporting sustainable business practices, and improving the quality of life in their communities. They encourage collaboration, insights, and creativity among their partners and staff in order for them to realize their full potential.
Products/Services:
Financial Planning, Life Insurance, Annuities, Retirement Plan Services
LOCATION:
Address: 4687 N Mesa St #200, El Paso, TX 79912
Phone: (915) 543-5630
Website: www.lfg.com
REVIEWS:
“Absolutely fantastic! I highly recommend Marshall Barclay for your financial advising needs.” – Benjamin G.
The Herrera Group
The Herrera Group was created in 1999 with the objective of assisting their clients who have amassed significant wealth in better planning for their financial future. They are committed to assisting people from El Paso and West Texas to southern New Mexico and beyond in gaining control of their finances and achieving financial success today and in the future. They provide a comprehensive range of wealth management services that can help you prepare for the path ahead.
They’ve made it their job to advise highly successful families, each with their own set of obstacles, on how to thrive in their financial pursuits and lead to a more wealthy future. Their aim is to provide their clients with the peace of mind they deserve by assisting them through challenges such as estate and legacy planning, business exit strategies, and properly managing their wealth today and in the future.
Products/Services:
Legacy/Estate Planning, Wealth Management, Business Exit Strategies, Family Legacy Planning, Retirement Planning, Investments Advising, Insurance
LOCATION:
Address: 415 Yandell Dr, El Paso, TX 79902
Phone: (915) 351-9696
Website: www.theherreragroup.com
REVIEWS:
“Everyone we encounter here is great including Mr. Herrera, Brandy, and Alejandra Everyone stands out as so accommodating, helpful, knowledgeable, and eager to help us in our financial affairs. Having the Herrera Group as ones’ financial advisor is the best thing that anyone could ever do who is serious about their finances and retirement. Martin and I are exceptionally happy and feel safe and secure with the Herrera Group helping us and guiding us with our finances and our future!” – Bernadette H.
NewStart Financial Services
NewStart Financial Services will give you the tools you need to not only reach your financial goals but also make financial decisions that will boost your financial stability and long-term security. They think that major results can only be obtained via hard work, and this is what they’ve been committed to since their inception in 2018.
They’ve quickly become masters at getting their clients’ money in order through a combination of financial education and the services they provide. Their staff of IAPDA-certified debt professionals understands what it takes to do the task properly, on time, and with complete customer satisfaction.
Products/Services:
Financial Planning, Retirement Planning, Investments Advising, Insurance
LOCATION:
Address: 750 Sunland Park Dr. Ste. L01, El Paso, TX 79912
Phone: (915) 307-4366
Website: www.newstartfinancialservices.com
REVIEWS:
“ Professionalism, Quality, Responsiveness, Value. Great customer service!” – Peals E.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors earns the trust of individuals, families, and institutions while aiding them in accomplishing their objectives. With a broad range of services, their purpose is to give the resources that can best meet each client’s particular goals. They engage with individuals, families, organizations, and institutions to provide specialized services and innovative techniques to help them grow, maintain, and manage their wealth. Morgan Stanley Financial Advisors is committed to conducting first-class business in a first-class manner.
Products/Services:
Retirement Planning, Business Strategies, Traditional Investments, Alternative Investments, Insurance Services, Investing with Impact, Legacy Planning, Succession Planning, Family Wealth Summary
LOCATION:
Address: 303 N Oregon St 9th Fl, El Paso, TX 79901
Phone: (915) 842-7900
Website: www.advisor.morganstanley.com
REVIEWS:
“Luis Gasca is a very professional investment professional. I enjoy working with him and his knowledgeable staff.” – John P.
Garcia & Associates, Income Tax & Financial
Garcia & Associates, Income Tax & Financial offers comprehensive accounting services and competent financial advice to businesses and individuals in order to assist them to attain profitability and security. Throughout their years of dealing with numerous taxing authorities, they have developed a degree of competence that allows them to ensure that their clients are correctly represented before the various federal and state tax offices.
From start to finish, they will assist you in navigating any questions or issues you may have about taxes, finances, and laws that apply to your company and industry.
Products/Services:
Business & Personal Income Tax, Bookkeeping, Payroll Services, Financial Planning, Business Consulting Services, Audit Representation
LOCATION:
Address: 824 Raynolds St, El Paso, TX 79925
Phone: (915) 313-5253
Website: www.garciaassociatesllc.com
REVIEWS:
“Mr. Garcia is very knowledgeable, he was exactly what we were looking for. Our tax situation was a bit complex and he was able to guide us in the best direction possible. Highly recommended!” – Blanca V.
Sarah has worked as a journalist for nearly a decade having contributed to several large publications online. As a business expert, Sarah reviews local and national businesses.