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Gilberto Perez, RICP Financial Adviser with Eagle Strategies LLC

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Edinburg, TX
Gilberto Perez, RICP Financial Adviser with Eagle Strategies LLC

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Agent licensed to sell insurance through New York Life Insurance Company. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0I40521

2812 W. Trenton Rd. 2nd Floor
Edinburg, TX 78539
Office: 956.630.9115

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

11/03/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

11/02/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

11/01/2026

Having your wishes documented can provide clarity for loved ones and help ensure important decisions are addressed. Yet research suggests many Americans still do not have key estate planning documents in place.

Even if you've created an estate plan, periodic reviews can help ensure it still reflects your goals and circumstances. Let’s connect if you'd like to discuss how estate planning fits into your broader financial strategy.

10/31/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

10/30/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

10/29/2026

The family vacation home could become a cause of conflict without a strategy for how it will pass to your heirs — and a conversation about who actually wants it.

The family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.

10/28/2026

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more than one, according to a new NerdWallet survey.

10/27/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/26/2026

For generations, a college degree held the promise of a well-paying job and financial stability — but, boy, have times changed!

A new business model nixes the frat parties and the student debt.

10/25/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

Address

2812 W Trenton Road, 3rd Floor
Edinburg, TX
78539

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://Gilbertperezjr.com/

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