Harlingen, TX Financial Advisors and Resources



Financial Advisor Firms in Harlingen, TX


TRB WEALTH MANAGEMENT, LLC

Website

(956) 217-6029

6770 West I-2 (Expressway 83)

Harlingen, TX 78552

SEC#: 801-119035
Years in Business: 1 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(901) 290-2206

1413 N. Stuart Place Rd
Suite B
Harlingen, TX 78552

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(901) 290-2206

1413 N. Stuart Place Rd
Suite B
Harlingen, TX 78552

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(901) 290-2206

1413 N. Stuart Place Rd
Suite B
Harlingen, TX 78552

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(901) 290-2206

1413 N. Stuart Place Rd
Suite B
Harlingen, TX 78552

SEC#: 801-79938
Years in Business: 7 years


How Retirement-Friendly is Harlingen, TX?

  • Population: 65,129
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $112,500
  • Average Monthly Housing Cost: $702
  • Average Household Income: $55,928
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


Harlingen, TX Financial Advisor FAQs

Financial advisors are knowledgeable professionals that assist people with financial planning, typically through managing investments. Financial planners can develop an investment portfolio around an individual's risk tolerance and time horizon. However, financial planers focus on you as a person which is different than insurance agents who focus on your personal needs like childcare expenses.
Look for someone who has a CFP license. This is the gold standard in financial advising, and it's very difficult to attain. Look for someone with at least three years of investment experience. Ask them what type of investments they're going to recommend to you and how they would allocate your assets if a crash takes place tomorrow. Ask them how they arrived at their numbers when recommending your asset allocation. Lastly, check out the advisor's website.
A financial advisor provides genuinely valuable and needed advice that helps people plan for their future financial security.
The price usually depends on the service offered and the level of service required by the individual. Low-cost options are generally for advice, while higher-end services may include taxes, retirement planning, or estate planning.