BEST RATED » CORPUS CHRISTI TX » FINANCIAL SERVICES

3 Best Financial Services in Corpus Christi, TX

Expert recommended 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. You deserve only the best!

LAGUNA WEALTH SERVICES

413 North Tancahua Street, Corpus Christi, TX 78401 Directions

Since 2013

Here’s The Deal:
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. Their mission is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth and building your legacy. They apply advanced financial planning techniques to help people prepare for and live well in retirement. Get a comprehensive annual review in addition to other foundational services.

SPECIALTY:
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

raymondjames.com/lagunawe...

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

TBR® Inspection Report:

DAVIDSON CAPITAL MANAGEMENT, INC.

5656 South Staples, Suitte 434, Corpus Christi, TX 78411 Directions

Since 1989

Here’s The Deal:
Davidson Capital Management provides in-house, fee-only investment management to individuals, families, businesses, and endowments in the state of Texas and beyond. Their team of professionals is dedicated to educating clients and offering transparent, goals-based, hands-on portfolio management. They appreciate each client’s story and aspirations, challenges, and concerns and build a mutual commitment to achieving their goals. They are committed to actively managed and tactically balanced portfolios unique to their clients’ needs, goals, risk capacity, risk tolerance, and time horizon. They appreciate each client’s story and aspirations, challenges, and concerns and build a mutual commitment to achieving their goals. Contact them to schedule a consultation.

SPECIALTY:
Investment, 401 (k) Plans, Management Fees, Wealth Management, Income Plans & Risk Management

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[email protected]

davidsoncap.com

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

TBR® Inspection Report:

RICKY SERNA JR

401 North Chaparral, Suite A, Corpus Christi, TX 78401 Directions

Since 1922

Here’s The Deal:
Edward Jones is one of the best financial services in Corpus Christi. Ricky Serna Jr has been a financial advisor with Edward Jones. The firm is situated in Crossroads Shopping Village, Corpus Christi. They are dedicated to providing you top-notch customer service. They can assist you in preparing for retirement, save for education, and be a tax-smart investor. The firm offers your family and your income for annuities. They partner with their clients throughout their journey, continuously sharing strategies to help bring them closer to the future you see for yourself. They can monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Contact them to schedule a complimentary consultation.

SPECIALTY:
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

[email protected]

edwardjones.com/us-en/fin...

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Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 3:30pm
Sat & Sun: Closed

TBR® Inspection Report: