Office of Sergio A. Rojas, CFP (RGV Wealth Management)

Photo of Office of Sergio A. Rojas, CFP (RGV Wealth Management)

Located in Houston, Texas

Address: 4124 N 23rd St Suite 2, McAllen, TX 78504, United States

Phone: +1 956-683-6020

Rating: 4.9

Services

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilets
  • Appointments recommended

Categories

  • Investment service
  • Financial consultant
  • Insurance broker
  • Investment company
  • Financial planner
  • Life insurance agency

Photos

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Comments

  • Review 1 (2023-05-19 - Rating: 5)

    Sergio was extremely professional and helped me come up with a comprehensive retirement plan.He was able to identify areas that I could improve, provided solutions to current problems, and developed creative ways to help me reach personal goals/objectives.Sergio clearly has extensive knowledge/experience with retirement planning, taxes, and current market conditions.Sergio used a whiteboard during the meeting, which helped me better understand some of the more complex topics.

  • Review 2 (2023-07-25 - Rating: 5)

    Sergio is an extremely respectful and knowledgeable young man. He always makes me feel I am in good financial hands. Our meetings are productive and well explained. I highly recommend having Sergio as a financial advisor. Thank you so much.

  • Review 3 (2023-04-27 - Rating: 5)

    Highly Recommend! Very excited to start our childrens financial plan and coordinate my husbands retirement too. Sergio is an expert with a commitment to assist his clients and has their best interest at heart. His McAllen office is spacious and welcoming! He took his time understanding what we envisioned for our kids. He listened and was patient with our questions. Together we came up with the best financial plan for my childrens future. Thank you Sergio!

  • Review 4 (2021-07-06 - Rating: 5)

    I have known Sergio since he was in high school and I was his teacher. Even then, he had a strong work ethic and was respectful and trustworthy.After he graduated from college and became a certified financial planner, I knew I could trust him to take excellent care of my hard-earned money.Sergio wants his clients to understand where our money is being invested. He is a consummate professional, and I am extremely satisfied with how my money has grown.I highly recommend Sergio Rojas!!!

  • Review 5 (2023-07-21 - Rating: 5)

    I highly recommend Mr. Sergio Rojas for his exceptional financial advice. Mr. Rojas took the time to understand my specific goals and provided personalized strategies tailored to my needs. His patience and clear explanations helped me understand complex financial concepts for me to make an informed decision. Thanks to his guidance, I can now see a clear path ahead in my financial situation. I am grateful for Mr. Rojas assistance and will continue to seek has advice again in the future.

  • Review 6 (2021-12-30 - Rating: 5)

    Sergio has been such a blessing for the assistance he has provided for us. His knowledge is awesome along with amazing customer service. We have learned so much from Sergio and now we are on the path to a great financial future. Sergio also took time to meet with our children and give them a brief introduction to financial planning. I definitely recommend Sergio as a financial advisor.

  • Review 7 (2022-07-22 - Rating: 5)

    My wife & I met with Sergio this afternoon. We are at the beginning of planning for retirement. Sergio gave us a lot of great information and has steered our boat in the rightdirection! Looking forward to implementing some of his ideas and with his help, are looking at an enjoyable retirement!!

  • Review 8 (2021-06-30 - Rating: 5)

    Sergio is very personable, diligent and professional. He makes complicated financial topics easy to understand and helps you see the bigger picture. I’ve been working with Sergio for many years and I am very pleased with his services and responsiveness.

  • Review 9 (2021-06-22 - Rating: 5)

    Sergio is always friendly and welcoming. He is a good listener who quickly interprets my needs even though I can be a little cryptic at times. Super staff too. I have been working with him for over five years now, and have never felt the need to go anywhere else.

  • Review 10 (2021-10-02 - Rating: 5)

    Do you know what your financial future looks like? This is the guy you need to meet!!! Choosing Sergio as my financial advisor has been the best decision I have ever made for myself. He is an RGV native (knows the Valley), intelligent (knows his stuff), patient, and very clear with his instructions and realistic with his advice. Before meeting him, I had no clue about my financial future; now, its looking really good, all due to the straight-forward advice Sergio has provided. ¡Mil gracias, Sergio!

  • Review 11 (2021-06-17 - Rating: 5)

    Sergio and his team are extremely informative and attentive to your personal needs. Sergio is quick to respond to any questions or concerns that you may have either through email or direct contact. I really enjoy the fact that he explains everything in detail and goes above and beyond to ensure that you are confident with your decisions. I would and do highly recommend Sergio for any of your financial needs.

  • Review 12 (2021-07-08 - Rating: 5)

    I highly recommend Sergio Rojas for all your financial needs.His honesty and clarity through the entire process helped me feel comfortable about the financial decisions and investments I made.I’ve always felt he has his customers best interest in mind. I appreciate the extra time he dedicates to answer any of my questions. Overall, very professional and trustworthy.

  • Review 13 (2022-01-05 - Rating: 5)

    Sergio took the time to sit with me and listen to my needs and goals. He is very knowledgeable and I’m thankful for his advice and assistance. I will continue to work with Sergio as I know that he has my best interest in mind always.

  • Review 14 (2021-07-01 - Rating: 5)

    Sergio has been taking care of me and my finances for about 20 years. He is very trustworthy and always has my best interests in mind. He is always super responsive to any questions I might have. I appreciate the amazing customer service I receive.

  • Review 15 (2023-06-21 - Rating: 5)

    I went in to speak to Mr. Rojas about my financial goals. He was extremely knowledgeable and thorough with the information we discussed. He gave me insight and direction to reach my financial goals, and he was able to explain all aspects of the proper steps that need to be in place to reach my goals. I highly recommend Mr. Rojas. Thank you again, Mr. Rojas for sharing your insight, knowledge and expertise.

  • Review 16 (2023-07-21 - Rating: 5)

    To begin, I went with Mr.Rojas since I was actively seeking a CERTIFIED planner. I wanted someone to guide me with my goals and finances, who was credible and seeked the clients’ best interest simultaneously. Upon my research I stumbled onto his profile, I can gladly say he lives up to what the reviews state of him. He has been professional and I can say he assisted me with all my inquires.

  • Review 17 (2023-04-14 - Rating: 5)

    Always has our best interest in mind. So exciting that he has brought us to our next stage in life, retirement. Having Sergio as our financial advisor was the best choice for our financial future.

  • Review 18 (2021-07-20 - Rating: 5)

    Have known Sergio since my retirement in 2015. Really looks out for your interests, and has gone out of his way to help us whenever my wife and I need his expertise. Very knowledgeable and honest! If you are a teacher looking at retirement, this is your guy!

  • Review 19 (2021-07-23 - Rating: 5)

    Sergio Rojas has been working with me for about three years, and I would recommend him to anyone who has needs around financial planning for the future. He is professional, honest, concise and clear in his communication, an amazingly well-organized.Think of him as the man whom you would trust with a bag of money, even though you would not see him or the bag for the next 10 years. In my mind, there is no doubt that he will do what is right with that bag of cash.I’d argue that you would want nothing less from a financial advisor. This is the bar, and he meets that bar! He is a good man, whose values drive his work.

  • Review 20 (2020-08-26 - Rating: 5)

    Sergio is very professional and respectful. He strives to put clients interests first and will give you an honest opinion about your plan and how to best prepare for retirement.

  • Review 21 (2023-11-07 - Rating: 5)

    Great customer service. Mr. Rojas is very knowledgeable and explained all options available for my retirement. I highly recommend his services. When I decide to retire, he’ll be the one I will be calling.

  • Review 22 (2021-06-15 - Rating: 5)

    Sergio was very personable and he made my visit very welcoming. I definitely want to stay want to continue having him as my financial advisor. He is awesome!!!

  • Review 23 (2023-06-09 - Rating: 5)

    I had a great experience with Sergio. I was able to get all of my questions answered. Overall, his customer service is exceptional. I am so thankful for all of his help.

  • Review 24 (2021-10-01 - Rating: 5)

    Sergio is a great sounding board when I have important financial decisions to make. He is very diligent, professional, and easy to talk with.

  • Review 25 (2021-06-17 - Rating: 5)

    I want to thank you for all the fantastic work you’ve done for me. Thank you for going the extra mile for helping me step by step to set up everything I needed for my retirement!Sergio and Saleena Rojas were very helpful in assisting me, very patient and are experts in helping with all the questions you might have for your retirement.Thank you again for everything. I am extremely grateful and blessed for your help with all my questions.Sincerely, Esther

  • Review 26 (2019-08-31 - Rating: 5)

    Amazing experience! Sergio makes you feel cared for and is very driven to pursue your needs! Very knowledgeable, I highly recommend!! Best financial advisor for sure.

  • Review 27 (2018-08-02 - Rating: 5)

    Sergio is incredibly knowledgeable and helpful in his explanations of benefits. Very easy and comfortable to work with—highly recommend him!

  • Review 28 (2020-03-24 - Rating: 5)

    My experience with Sergio was great! He was very caring and made financial planning easy to understand.

  • Review 29 (2022-07-28 - Rating: 5)

    Awesome. He was very professional and caring. I certainly recommend mr Rojas to young people thinking about the future as well as teachers planning retirement

  • Review 30 (2020-08-25 - Rating: 5)

    Great customer care. Very knowledgeable and willing to answer any questions. I love their individualized care. They always make me feel like the most important client!

  • Review 31 (2021-06-17 - Rating: 5)

    I have known Mr. Rojas for several years now and I have been very satisfied with his work that he has recommend and has done for me.

  • Review 32 (2021-06-10 - Rating: 5)

    Sergio always has answers and it eager to help in whatever way he can. I would recommend Sergio and his services 100% of the time. 💯

  • Review 33 (2022-07-06 - Rating: 5)

    Mr Rojas took the time to go over my retirement options in an easy to understand way.

  • Review 34 (2021-06-26 - Rating: 5)

    Good meeting, made the changes I need, looking forward to retirement.😄

  • Review 35 (2021-07-08 - Rating: 5)

    I recommend Mr. Rojas for all of your financial questions, Best choice I ever made.

  • Review 36 (2020-08-25 - Rating: 5)

    Great customer service! Very knowledgeable and patient. Highly recommend 👌

  • Review 37 (2021-07-12 - Rating: 5)

    Thank you Mr. Rojas for answering all my questions about my investments and future portfolio adjustments.

  • Review 38 (2021-12-03 - Rating: 5)

    Mr. Rojas always explains Im detail and toy level of understanding!!!

  • Review 39 (2021-06-10 - Rating: 5)

    Excellent customer service. Great returns.

  • Review 40 (2021-06-16 - Rating: 5)

    He Is Great In Informing Me !

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