Skip to content

Strategic Insights Financial Planning GroupFinancial advisor in McAllen, TX

Strategic Insights Financial Planning Group is a financial advisor at 3008 N McColl Rd Ste A, McAllen, TX 78501, ranked #8 of 72 financial advisors in McAllen and rated 5.0 from 65 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

McAllen, TXUpdated 0 paid placements in any rankingHow we rank

Call (956) 709-2029Website ↗

Key facts

Key facts about Strategic Insights Financial Planning Group
Address3008 N McColl Rd Ste A, McAllen, TX 78501Get directions
Phone(956) 709-2029
Websitesifpgadvisors.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 65 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves McAllen and 11 towns within 25 miles: Pharr, San Juan, Edinburg, Alamo, Mission, Alton, Hidalgo, La Homa, Donna, Weslaco and Mercedes.

Based in McAllen, TXView on map

Opening hours

Opening hours for Strategic Insights Financial Planning Group
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Strategic Insights Financial Planning Group

How is Strategic Insights Financial Planning Group ranked in McAllen?

Strategic Insights Financial Planning Group is ranked #8 of 72 financial advisors in McAllen by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Strategic Insights Financial Planning Group’s hours?

Strategic Insights Financial Planning Group is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Strategic Insights Financial Planning Group serve?

Serves McAllen and 11 towns within 25 miles: Pharr, San Juan, Edinburg, Alamo, Mission, Alton, Hidalgo, La Homa, Donna, Weslaco and Mercedes. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Strategic Insights Financial Planning Group?

Strategic Insights Financial Planning Group has a rating of 5.0 from 65 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Strategic Insights Financial Planning Group?

Call Strategic Insights Financial Planning Group on (956) 709-2029. The business is at 3008 N McColl Rd Ste A, McAllen, TX 78501. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Strategic Insights Financial Planning Group? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Strategic Insights Financial Planning Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Strategic Insights Financial Planning Group (this business)—735.0 (65)NoNo
Western Finance#6735.0 (147)YesNo5.9 mi
Western Finance#7734.9 (463)YesNo14.6 mi
Sergio A. Rojas, CFP®️ (RGV Wealth Management)#9724.9 (58)NoNo2.2 mi

See all 72 ranked financial advisors in McAllen