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Best Financial Services in Corpus Christi

Handpicked Top 3 Financial Services in Corpus Christi, Texas. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

LAGUNA WEALTH SERVICES

413 North Tancahua Street, Corpus Christi, TX 78401

Since 2013

Asset Allocation and Monitoring, Outside 401(K) Advice, Cash Flow/Distribution Report, Retirement Plan Analysis, Beneficiary Review, Capital Gains and College Planning, Life Insurance Policy Review, Social Security, Interactive Goal, Total Portfolio Checkup and Action Plan, Regular Performance Reports, Investment Policy Statement & Meeting

Specializes in wealth management ● They will touch base quarterly to review your action plan and portfolio, and meet once a year for an in-depth look at your overall financial plan ● You can expect a comprehensive annual review in addition to other foundational services

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raymondjames.com/lagunawe...

Reviews

Mon - Thu 8:30 am - 5:00 pm
Fri 8:30 am - 4:00 pm
Sat & Sun Closed

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TOROSO FINANCIAL GROUP

756 Caddo Street, Corpus Christi, TX 78412

Since 2009

Investing Principles and Strategies, Risk Management, Retirement Investing and Distribution Strategies, Estate Conservation Issues, Exchange Traded Funds, Common and Prefered Stock, Managed Accounts, Variable Annuity, Life and Long-Term-Care Insurance, College Plans, 401(K) and 403(B), Tax, Retirement, Profit Sharing & Money Purchasing Planning

Focus on managing debt to saving for college to retirement ● They understand that individuals face unique challenges as they begin planning their financial future ● Their professionals have years of experience in the services

stefany@torosofinancial.com

torosofinancial.com

Reviews

Mon - Fri 9:00 am - 4:00 pm
Sat & Sun By Appointment

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RICKY SERNA JR

5830 Mcardle Road, Suite 5, Corpus Christi, TX 78412

Since 1922

EDWARD JONES - Investors Saving for Retirement, Education Savings Accounts, 401K Planning, Traditional and Roth Ira, 529 Education Savings Plans, Social Security, Investment Portfolio, College Savers, Individuals with Insurance & Estate Needs

They can help you prepare for retirement, save for education and be a tax-smart investor ● Provides protect your family and your income for annuities

ricky.serna@edwardjones.com

edwardjones.com/financial...

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Open 24 Hours

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