Strategic Insights Financial Planning Group

Advisors

James Credo, Financial Advisor serving the McAllen, TX area - Ameriprise Advisors

James Credo

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit James Credo's website
James Enriquez, Financial Advisor serving the McAllen, TX area - Ameriprise Advisors

James Enriquez

MST, MS, CFP®, AAMS, CRPC, CKA®

Financial Advisor

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Alexis Villarreal, Financial Advisor serving the McAllen, TX area - Ameriprise Advisors

Alexis Villarreal

APMA, CDFA®

Financial Advisor

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Leonardo Chang, Financial Advisor serving the McAllen, TX area - Ameriprise Advisors

Leonardo Chang

Financial Advisor

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Matt Mierzycki, Financial Advisor serving the McAllen, TX area - Ameriprise Advisors

Matt Mierzycki

Financial Advisor

Visit Matt Mierzycki's website

Team

Mayra Fabela

Mayra Fabela

Financial Planning Assistant

Karina Estudillo

Karina Estudillo

Operations Specialist

Belinda Vargas

Belinda Vargas

Client Service Specialist

Glenda Rodriguez

Glenda Rodriguez

Client Service Specialist