Cresta Advisors

Cresta Advisors is a small, independent investment advisory firm based in Laredo, Texas. With five employees, the company generates annual revenue of $2.5 million. Cresta Advisors distinguishes itself as the first locally owned SEC Registered Investment Advisory firm in Laredo. The firm specializes in simplifying the investment process for a diverse clientele, including business owners, working professionals, high net worth families, and international clients. Cresta Advisors offers fee-only financial solutions, ensuring cost efficiency for their clients. As fiduciaries, they are legally obligated to prioritize their clients' needs above all else. Cresta Advisors' commitment to transparency extends to providing clear explanations of various financial planning concepts, such as Social Security benefits, 529 college savings plans, and the implications of investing in indices. They emphasize the importance of consulting with legal and tax professionals for personalized advice. For inquiries or to learn more about Cresta Advisors' services, you can visit their website at crestaadvisors.com.