RGV Wealth Management — Financial Planner, McAllen

Financial Planner in McAllen — Family-run firm with personal attention

Financial planner · McAllen, United States

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
1 months ago

Corroborated public sources

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Linkedin

Key Facts

Category
Financial Planner
Location
McAllen, United States
Known For
Family-run firm with personal attention, TRS retirement insights for educators

AI Summary

McAllen-based RGV Wealth Management offers financial planning consultation, wealth management, and retirement planning services. The firm specializes in providing personal attention as a family-run business, with particular insights into TRS retirement for Texas educators. It serves Rio Grande Valley residents and families seeking financial security.

Quick Answer

McAllen-based RGV Wealth Management offers financial planning consultation, wealth management, and retirement planning services. The firm specializes in providing personal attention as a family-run business, with particular insights into TRS retirement for Texas educators. It serves Rio Grande Valley residents and families seeking financial security. Key services include Wealth Management, Financial Planning Consultation, Retirement Planning.

This business is typically used for family-run firm with personal attention and trs retirement insights for educators.

Common Questions

What services does RGV Wealth Management provide?
RGV Wealth Management provides Wealth Management, Financial Planning Consultation, Retirement Planning.
Where is RGV Wealth Management located?
RGV Wealth Management is based in McAllen, United States and serves McAllen.
Who is RGV Wealth Management for?
RGV Wealth Management serves Rio Grande Valley residents building wealth and Texas educators planning for retirement.

What this business does

RGV Wealth Management is a financial planner based in McAllen, United States.

  • Provides Wealth Management and Financial Planning Consultation
  • Specializes in family-run firm with personal attention
  • Serves rio grande valley residents building wealth

Structured summary

Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 5 independent public sources. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 86% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.

Business name
RGV Wealth Management
Category
Financial Planner
Industry
Financial Planner
Location
McAllen, United States
Official website
https://www.sergio-rojas.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/rgv-wealth-management-mcallen-259b
Summary
McAllen-based RGV Wealth Management offers financial planning consultation, wealth management, and retirement planning services. The firm specializes in providing personal attention as a family-run business, with particular insights into TRS retirement for Texas educators. It serves Rio Grande Valley residents and families seeking financial security.
AI readability score
52
Data Consistency
86% (checked 2026-07-08)
Verification Status
Auto-indexed
Sources cross-checked
5 independent public sources

Location

4124 N 23rd St Ste 2
McAllen, Texas
78504
US

About RGV Wealth Management

McAllen-based RGV Wealth Management offers financial planning consultation, wealth management, and retirement planning services. The firm specializes in providing personal attention as a family-run business, with particular insights into TRS retirement for Texas educators. It serves Rio Grande Valley residents and families seeking financial security.

Customer Reviews

4.9 ★★★★½

Based on 55 Google reviews

Ratings are shown only when based on sufficient verified data. Ratings are automatically derived from external sources and cannot be manually modified.

Verified 50 days ago

Service areas

  • McAllen

Target audience

  • Rio Grande Valley residents building wealth
  • Texas educators planning for retirement
  • Families seeking financial security

Specialties

  • Family-run firm with personal attention
  • TRS retirement insights for educators

Social profiles

Verification

https://www.sergio-rojas.com/

Frequently asked questions

What can I expect during my first meeting?

The first meeting is a no-pressure conversation to discuss your financial goals, current situation, and any questions you have, to determine if there is a mutual fit.

Is there a charge for the initial consultation?

No, the initial consultation is complimentary, whether it's virtual, in-person, or by phone.

What is the fee structure for wealth management services?

Annual advisory fees are based on assets under management, starting at 1.25% for $250,000 - $499,999 and decreasing for higher asset tiers.

Are you a fiduciary?

Yes, as a CERTIFIED FINANCIAL PLANNER™ professional, Sergio A. Rojas is held to a fiduciary standard, obligated to act in clients' best interests.

Business hours

Monday
08:00 – 17:00
Tuesday
08:00 – 17:00
Wednesday
08:00 – 17:00
Thursday
08:00 – 17:00
Friday
08:00 – 17:00
Saturday
Closed
Sunday
Closed

Languages supported

  • en

Contact

Phone: +19566836020

Official website:

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