McAllen, Texas

Welcome to
KWS Financial
Group

Guiding individuals, families, and businesses through the legal and financial decisions that shape their future.

Under the leadership of Jose Huerta, Jr., we provide the clarity, strategy, and personal attention your most important decisions deserve.

Schedule a Consultation Explore Our Services
What We Do

Comprehensive Legal & Financial Services

From estate planning to business formation, we deliver the expertise and personalized guidance you need to protect what matters most.

Estate Planning

Protect your legacy with carefully crafted wills, trusts, and advance directives that ensure your wishes are honored for generations to come.

Tax Strategy

Navigate the complexities of tax law with confidence. We develop strategies that minimize liability and maximize the resources available to you.

Business Formation

Launch your venture on solid ground. From LLCs to corporations, we handle the legal foundations so you can focus on building your business.

Wealth Management

Build and preserve your wealth with thoughtful, forward-looking financial planning tailored to your unique goals and risk tolerance.

Probate & Trust Administration

Navigate probate with compassion and efficiency. We guide executors and beneficiaries through every step with transparency and care.

Real Estate Law

Whether you are buying, selling, or resolving a property dispute, we provide the legal expertise to protect your real estate investments.

About Us

A Trusted Partner in McAllen

KWS Financial Group was founded on a simple belief: every person and business deserves access to sound legal and financial guidance from someone who genuinely cares about the outcome.

Led by Jose Huerta, Jr., our practice serves the Rio Grande Valley with a commitment to integrity, thoroughness, and personalized attention. We take the time to understand your situation, explain your options clearly, and work alongside you to achieve the results you need.

Based in the heart of McAllen, we are proud to be a resource our community can rely on — whether you are planning for the future, launching a business, or navigating a complex legal matter.

100%
Client Focused
Personal
Attention to Every Case
Local
McAllen Roots
Professional office setting representing KWS Financial Group in McAllen
Jose Huerta, Jr.
Founder & Principal Advisor
Our Approach

How We Work With You

Every engagement begins with listening. Here is what you can expect from the moment you reach out.

01

Initial Consultation

We start with a conversation to understand your goals, concerns, and the specific challenges you are facing.

02

Strategy Development

We research, analyze, and craft a tailored plan that aligns with your priorities and timeline.

03

Clear Communication

No jargon, no confusion. We explain your options in plain language so you can make informed decisions.

04

Ongoing Support

Our relationship does not end at closing. We remain available as your needs evolve over time.

"Jose made a complicated process feel straightforward. His honesty, patience, and deep knowledge gave our family peace of mind at a difficult time."

Valley Family Client

Get in Touch

Let Us Help You Move Forward

Ready to discuss your situation? Reach out by phone, email, or visit us in McAllen. We respond promptly and treat every inquiry with the seriousness it deserves.

Office Address
1015 W Harvey Ave
McAllen, TX 78501-4015

Send Us a Message

We will get back to you within one business day.

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