Best Financial Advisors in Calexico

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
30+
Advisors
4.6/5.0
Average Rating

Calexico Financial Landscape

Calexico's economy is primarily driven by trade and agriculture, benefiting from its proximity to the U.S.-Mexico border. The city is experiencing growth in retail and service sectors.

Major industries
Trade, Agriculture, Retail
Population
39K (metro: N/A)
Median household income
$45,000
Unique needs
Calexico requires tailored financial services to support its unique border economy and diverse population.
Market Insights
Economic Growth
According to BEA (2023), Calexico's economy has shown resilience, with a growth rate of 3.2% driven by cross-border trade and agriculture.
Wealth Demographics
According to Census (2023), the median income in Calexico is approximately $45,000, reflecting the city's working-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Calexico are increasingly focusing on cross-border investment strategies and agricultural financing.
Local Considerations
Cost of Living
According to BLS (2024), Calexico's cost of living is lower than the national average, making it an attractive location for families and businesses.
Real Estate Market
According to Zillow (2024), the real estate market in Calexico is stable, with home prices averaging around $250,000, but potential for volatility exists.
Business Environment
According to Fortune (2024), Calexico's business climate is improving, with incentives for small businesses and a focus on cross-border commerce.

Top 5 Financial Advisors in Calexico

Ollympus Financial Services
★ ★ ★ ★ ★ 5
Cardona Tax & Financial Services
★ ★ ★ ★ ★ 5
American House Financial
★ ★ ★ ★ ★ 5
Pacific Advisors, LLC
★ ★ ★ ★ ★ 5
Figueroa's auto insurance services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Calexico, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Calexico-Specific Expertise
For Calexico residents working in Trade, Agriculture, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Calexico's reliance on trade exposes it to economic fluctuations. Real estate is vulnerable to market volatility; consider diversifying investments. Flooding risks exist due to seasonal rains.

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