Office of Sergio A. Rojas, CFP (Equitable Advisors), McAllen TX

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.

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.

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.

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.

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.

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.

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.

Highly Recommend! Very excited to start our children's financial plan and coordinate my husband's 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!

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.