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Sheid Wealth Management

Sheid Wealth Management - clear, proactive financial guidance for your future in El Paso.

5(21 reviews)
$$$
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About

Sheid Wealth Management provides tailored financial guidance in El Paso. Led by Eric Villalobos, the firm is praised for deep knowledge, clear communication, and transparent planning across retirement, investments, budgeting, and insurance. Clients value proactive, responsive service and regular check-ins, helping them stay confident through life changes, with partner Russell Sheid also highly regarded.

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Sheid Wealth Management
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Location

1200 Golden Key Cir Suite. 100, El Paso, TX 79925, USA

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Services

Retirement Planning

Tailored strategies to help you save and invest for a secure retirement, including 401(k) and IRA management.

Investment Management

Personalized investment portfolios designed to grow your wealth based on your risk tolerance and financial goals.

Insurance Solutions

Comprehensive insurance planning, including whole life and other policies, to protect your assets and family.

Budgeting and Financial Education

Guidance on budgeting, debt management, and financial literacy to improve your overall financial health.

Personalized Financial Consulting

One-on-one advisory services to address unique needs, such as job changes, relocations, or estate planning.

5.00 · 21 reviews

Overall rating

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R Mundo

via Google
· 4 months ago

Sheid Wealth Management is a real asset to our community. Everyone from the owner , to their financial advisors and even their administrative assistant are very professional. If you are looking for sound financial advice I strongly recommend you reach out to their team for an honest assessment of your financial situation. They are highly qualified and will put you on the right track to financial freedom.

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Ciria Palacios

via Google
· 6 months ago

I found Eric by reading his amazing reviews and of course he did not disappoint. He is very knowledgeable but also very kind. He made my financial decisions very clear and planned towards my goals.

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Marquis Hopkins

via Google
· 11 months ago

Having Eric Villalobos as my trusted financial advisor for almost 2 years now, has been the best financial decision I’ve made. #FinancialFreedomLoading!

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Liza Estrada

via Google
· 11 months ago

I highly recommend Mr. Villalobos. He explained and answered all my questions. Giving me peace of mind that I made the right decision choosing him as my financial advisor as well as switching to Shield Wealth Management.

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Christian Zvokel

via Google
· 12 months ago

I've been working with Eric Villalobos for several years now. I was one of his clients at his previous institution and decided to stay with him when he moved to Sheid. He's done an excellent job helping me navigate my changing financial needs, including moving across the country and being temporarily unemployed. Even though I'm no longer local after moving to the Midwest, he still checks in with me frequently to make sure my needs are met. On top of being a great financial advisor, he's also just a great guy. Very personable and genuinely cares about his clients. I definitely recommend his services.

D

D W

via Google
· 1 year ago

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