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Cortez Wealth Management
Cortez Wealth Management: Clear, confident financial planning for El Paso.
5
Business
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Cortez Wealth Management: Clear, confident financial planning for El Paso.
Based at 7001 Westwind Dr Ste 130, El Paso, Cortez Wealth Management provides professional financial planning and advice to organize finances, plan for retirement, and make smart investments. Clients praise Gilbert Cortez for his knowledge, patience, and clear explanations, with a personalized, easy-to-follow plan. The team, including Operations Manager Mariana, delivers upfront, transparent service and strong, integrity-driven guidance.
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Customized strategies to help you plan and save for a comfortable retirement, including 401(k) and IRA management.
Personalized investment portfolios designed to align with your risk tolerance and long-term financial objectives.
Comprehensive advice on budgeting, debt management, and wealth building to organize and optimize your finances.
Holistic planning services that integrate estate planning, tax strategies, and goal-setting for overall financial health.
Ongoing guidance and transparent explanations of complex financial topics to empower informed decision-making.
Overall rating
Go for a drive
Professional, clear, and always attentive to my portfolio. I'm glad my lawyer referred me to Gilbert. He has done nothing but great work.
Isabella Valera
Went in seeking financial planning and advice with minimal knowledge of what to expect. CWM was upfront, transparent, and honest about what would and wouldn’t be helpful for my situation. I’ve consulted other planners and companies and Cortez Wealth Management was an effortless choice. The Operations Manager Mariana was so kind and knowledgeable, she really made the entire process streamlined.
Claudia Lucero-Rodriguez
Cortez Wealth Management (Gilbert) is extremely professional, detail-oriented, and genuinely cares about their clients. They helped me organize my finances, plan for retirement, and make smart investment choices. I’ve seen real progress and peace of mind since working with them. Excellent service all around.
Howard Deming
I’ve been with Gilbert and his team for a long time. They are very professional and attentive to my needs. I am very happy with the aervice they provide.
Thelma Peterson
Our experience with Cortez Wealth Management has been a breath of fresh air. Their customer service and professionalism was outstanding! I would highly recommend Mr. Gilbert Cortez, Mari, and Mar. 🍁
Raquel Cortez
Gilbert and his staff are very attentive to our long-term goals and needs. In addition, Gilbert is extremely knowledgeable on all options available in order to maximize our investments.
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