Financial Advisor in Taxes, nVest Advisors

Financial Advisor

CRD# 7809286

Moses Rodriguez

Registered Financial Advisor (CRD# 7809286) offering fiduciary, fee-only planning and investment guidance to families, business owners, and employees throughout South Texas.

Registered in: TX.

Specialties:

  • Financial Planning for Families & Business Owners

  • Investment Management for South Texas Communities

  • Retirement Planning & Income Distribution

  • Tax-Efficient Strategies for Small Business Employees

Accepting New Clients?:

Yes – Welcoming individuals, families, and small business owners seeking trusted financial guidance. No minimums required.

What to Expect:

In this initial consultation, we’ll take time to understand your current financial picture, discuss your goals, and explore how our fiduciary, fee-only guidance can help you build lasting financial confidence.

About Moses

Financial Advisor in Taxes

“Moses Rodriguez is a dedicated Financial Advisor at nVest Advisors, joining the firm in September 2024. Based in Los Fresnos, Texas—just minutes from South Padre Island—he proudly serves clients throughout Texas, with a focus on families, small business owners, and their employees.

With over a decade of experience in small business bookkeeping and tax support, Moses brings a practical, solutions-based approach to financial planning and investment management. Now expanding his services under our family-owned RIA, he’s committed to helping working families and business communities grow with confidence and clarity.

Outside of the office, Moses enjoys time with his family and giving back to the community where nVest Advisors was founded.“

TESTIMONIALS

See what our clients have to say…

Jeremy Torgerson is excellent. He adjusts the portfolio to meet your needs and goals as needed. He is always will to meet you in person if you desire to do so.

Lyla S.

Excellent! advisor really cares about you as a person.

Jamie P.

Great financial advisor who always goes the extra mile. He takes his responsibility very seriously and is proactive to protect our money!

Suzie K.

nVest Advisors is very easy to work with, and saved my ailing retirement savings! They provide very prompt answers and sound advice!

Randy T.

As a young professional just starting my savings and career Jeremy has been a wonderful mentor and advisor. He truly cares for his clients and I trust him and his advice. From holiday cards to zoom conversation about my financial goals for the future Jeremy and his work is truly appreciated and valued. I am excited to be his client for many more years to come!

Kristin G.
These testimonials are representative samples of live Google and Facebook reviews who are known to be real clients. No one providing a testimonial, review, rating, like/follow, share, or any other public/social comment about nVest Advisors, LLC, our team members, or our published content, has been compensated. All testimonials are provided voluntarily and without our input.

Ready to Secure Your Financial Future

Schedule a consultation with Moses Rodriguez today and take the first step toward achieving your financial goals..

Ready to Secure Your Financial Future

Schedule a consultation with Moses Rodriguez today and take the first step toward achieving your financial goals..

Get In Touch

Ready to take control of your financial future? Schedule a consultation with Moses Rodriguez to discuss your goals and create a personalized financial strategy.

Available Meeting Options:

  • Virtual Consultations: Connect securely from anywhere through a private, encrypted video meeting.

  • In-Office Appointments: Visit our Colorado Springs office

Office Hours:
Monday – Thursday | 8:00 AM – 6:00 PM (MT)

Friday | 8:00 AM – 2:00 PM

Pre- Appointment Required.

Your Path to Financial Clarity

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