Laguna Wealth Services offers the necessary guidance to help you strategically plan for your financial goals. With a collaborative team of skilled financial planners, proactive money managers, and dedicated customer service professionals, they are equipped to assist families and individuals in pursuing financial independence through prudent investing and sound planning. Regular touchpoints, including quarterly reviews of your action plan and portfolio, combined with an annual comprehensive meeting to assess your overall financial plan, ensure that your wealth management needs are effectively addressed. Their mission is to establish long-term relationships as your trusted family financial advisors, managing and preserving your wealth while building a lasting legacy. Leveraging advanced financial planning techniques, they help clients prepare for and enjoy a fulfilling retirement.
Best Financial Services in Corpus Christi
Handpicked Top 3 Financial Services in Corpus Christi, Texas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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LAGUNA WEALTH SERVICES REVIEWS
I met with John Holloway to discuss my family’s financial plan and current accounts/allocations with the intent to continue our journey on the Dave Ramsey plan. He was extremely professional and was able to steer me down a more focused track and taught me a few new things about the world of mutual funds and investing. You can tell all the folks at Laguna are top notch!
I've worked with John Holloway for a few years now. He looks at the whole picture, not just a set of numbers. He truly cares about his customers and they're well being. He strives to tailor our financial plan to fit our lifestyle while still planning for the future. I would recommend Laguna to anyone!
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Davidson Capital Management, Inc. is a Financial planner in Corpus Christi, Texas. They provide services to individuals, families, and businesses. Their team of professionals is dedicated to providing education and transparency, focusing on goals-based portfolio management that is actively managed and hands-on. They take the time to understand each client's unique story, aspirations, challenges, and concerns, fostering a mutual commitment to achieving their financial goals. Then, with a tailored approach, they tactically balance portfolios based on clients' specific needs, goals, risk capacity, risk tolerance, and time horizon. The firm values the individuality of each client and their aspirations, challenges, and concerns, striving to build a strong partnership in pursuit of their goals. To benefit from their expertise, contact them and schedule a consultation.
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Sat & Sun: Closed
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DAVIDSON CAPITAL MANAGEMENT, INC. REVIEWS
Very professionalized service. By utilizing their combined investment management experience they create an investment portfolio tailored to each client’s specific investment needs and goals.
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Ricky Serna Jr is one of the best financial advisors at Edward Jones in Corpus Christi. He completed his Master of Science at Bellevue University. Edward Jones is committed to delivering exceptional customer service. They specialize in assisting clients with retirement planning, education savings, and smart tax strategies for investments. Moreover, the firm offers annuity options to safeguard your family's income. Throughout your financial journey, they establish a strong partnership, continuously sharing effective strategies to bring you closer to your envisioned future. In addition, they diligently monitor your progress, ensuring you stay on track or making adjustments when necessary. To benefit from their expertise, schedule a complimentary consultation by contacting them today.
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Fri: 8:30am - 3:30pm
Sat: By Appointment
Sun: Closed
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RICKY SERNA JR - EDWARD JONES REVIEWS
To help families set money aside tax-free for future college costs.
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