LAGUNA WEALTH SERVICES
413 North Tancahua Street, Corpus Christi, TX 78401 Directions
Asset Allocation and Monitoring, Life Insurance Policy Review, Social Security, Interactive Goal, Total Portfolio Checkup and Action Plan, Outside 401(K) Advice, Cash Flow/Distribution Report, Retirement Plan Analysis, Beneficiary Review, Capital Gains and College Planning, Regular Performance Reports, Investment Policy Statement & Meeting
Laguna Wealth Services provides the guidance you require to plan for your financial goals. They consist of a collaborative team of skilled financial planners, hands-on money managers and dedicated customer service. The firm 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. Get a comprehensive annual review in addition to other foundational services.
TBR® Inspection Report
TOROSO FINANCIAL GROUP, LLP
756 Caddo Street, Corpus Christi, TX 78412 Directions
Investing Principles and Strategies, Risk Management, Managed Accounts, Variable Annuity, Life and Long-Term-Care Insurance, Retirement Investing and Distribution Strategies, Estate Conservation Issues, Exchange Traded Funds, Common and Prefered Stock, College Plans, 401(K) and 403(B), Tax, Retirement, Profit Sharing & Money Purchasing Planning
'TorOso Financial Group, LLP' is a group of qualified financial advisors all over the United States, with headquarters placed in Corpus Christi, Texas. Their goal is to provide registered representatives and financial advisors the services. they strive to offer clients a team of financial advisors with a high level of integrity and a high level of competency in their field. They focus on managing debt to saving for college to retirement. They understand that individuals face individual challenges as they begin planning their financial future.
TBR® Inspection Report
RICKY SERNA JR
5830 Mcardle Road, Suite 5, Corpus Christi, TX 78412 Directions
EDWARD JONES - Investors Saving for Retirement, Social Security, Investment Portfolio, College Savers, 401K Planning, Traditional and Roth IRA, 529 Education Savings Plans, Individuals with Insurance & Estate Needs
Ricky Serna Jr has been a financial advisor with Edward Jones. The firm is situated in Crossroads Shopping Village, Corpus Christi. They can assist you to prepare for retirement, save for education, and be a tax-smart investor. The firm provides your family and your income for annuities. They can monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. They are dedicated to providing you top-notch customer service.