Office of Sergio A. Rojas, CFP (Equitable Advisors) 4124 North 23rd Street, McAllen, TX 78504

"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."

"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 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."

"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!"