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Mr. Sergio Alberto Rojas

RGV Wealth Management, LLC. - Mcallen,TX

4.6

(20)

Contact Info

http://www.Sergio-Rojas.com

Location & Business Hours

Business Hours

Tues

8 AM to 5 PM

Wed

8 AM to 5 PM

Thu

8 AM to 5 PM

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4.6

(20)

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4.6

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Mr. Rojas is an excellent adviser who truly listens to your needs. He guides you with care and presents different options that are genuinely suited to you. I am very thankful for his help and guidance throught these years.

The worse experience ever I mean honestly dude is an absolute nut case he doesn't know how to explain anything 😔 I'm more upset that I wasted time I won't get back I really don't like to leave reviews like this but I have to tell the truth...

Just had a video meeting with Mr. Rojas to discuss a starting point to get my finances headed in the right direction. Very knowledgeable and I plan on returning after I complete the steps we talked about.

Find his character to be unprofessional
A bully he does not respect veterans I don't know what it is why he's so hateful towards older people or why is just astonishing the treatment it was so disgusting and vulgar and the way that he had his...

Very friendly and knowledgeable advisor. I reached out for a second opinion on my current financial plan. He was able to share honest and valuable advice as well as alternative investment strategies I should look into and consider.

Excellent service. Very patient and professional. He’s advised was helpful and his knowledge about federal and state plans is substantial. Strongly recommend him.

Sergio was amazing. He helped me through all my TRS questions. He provided me with many options as I get closer to retirement.
Thanks Sergio

Two thumbs up!! Sergio does an excellent job keeping me updated and on track in my retirement. I highly recommend him!

I retired in 2022 and was clueless to what steps to take after retirement.
Sergio Took care of everything!
When we met in his office he gave me play by play of what to do next; what were my options; and his calculations were spot on. My investments...

Sergio was extremely knowledgeable, patient, and helpful. Helped me and my fiancé navigate life insurance and retirement planning. Highly recommended!

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About

Sergio Alberto Rojas is a dedicated Financial Advisor at the Office of Sergio A. Rojas, CFP®, located in Mcallen, Texas. With expertise in retirement planning, social security, and investment strategies, Sergio provides comprehensive financial planning services tailored to his clients' unique needs. He assists individuals and families with retirement income management, long-term care, insurance, estate planning, and education planning, ensuring a secure financial future. Sergio is available Monday through Friday from 8 AM to 5 PM.

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FAQs

Here are some Frequently Asked Questions about Mr. Sergio Alberto Rojas

What organization is Mr. Sergio Alberto Rojas associated with?

Mr. Sergio Alberto Rojas is associated with RGV Wealth Management, LLC..

Where is Mr. Sergio Alberto Rojas based out of?

Mr. Sergio Alberto Rojas’s primary location is Mcallen, TX.

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