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!

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CRUGER FINANCIAL SERVICES

800 North Shoreline Boulevard, Suite 1210,
Corpus Christi, TX 78401 Directions

Since 2019

Specialty:

Bonds Common Stock Brokerage Accounts Traditional and Roth Ira Sep and Educational Ira Simple Ira Treasury Bills Government Securities Treasury Notes Variable Annuities Retirement and Tax Plans 401 (k) and 403 (b) Planning College and Estate Plans Money Purchasing and Profit Sharing Plans Long-Term Disability Charitable Gifting Tax Reduction Strategies

Cruger Financial Services helps you take care of yourself and your family. Travis S. Cruger is the president of the firm. He earned his education at Texas A&M University-Corpus Christi, where he studied finance and earned his MBA. He holds Series 7 and 66 licenses. He is also Vice President of the Corpus Christi Police Foundation, where he serves on many committees, one of which is chairman of the 30/30/30 Gun Raffle. Among many others, Travis is also a board member of the Texas A&M University-Corpus Christi Alumni Association. Cruger Financial Services wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. They can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, their personalized service focuses on your needs, wants, and long-term goals.

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Contact:

(361) 866-8466

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

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Alan M. Krockover - Corpus Christi, TX Financial Services
Alan M. Krockover - Corpus Christi, TX Financial Services
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ALAN M. KROCKOVER

EDWARD JONES
5350 South Staples Street, Suite 324,
Corpus Christi, TX 78411 Directions

Since 2000

Specialty:

Business Retirement Plans Retirement Savings and Retirement Income Strategies Wealth Strategies Hispanic Family Finances College Savings

Alan M. Krockover has had a successful career as a financial advisor at Edward Jones, using his expertise to help clients achieve their financial goals. He takes great satisfaction in helping families set and achieve their financial goals, having had the privilege of assisting multiple generations. In addition to his professional work, he enjoys giving back to his community by volunteering as a board member for the Deaf and Hard of Hearing Center of Corpus Christi. He earned his degree from the University of Texas at Austin. He prides himself on working with all types of investors, business owners, newlyweds, and pre. and post-retirees, and explaining things that make sense to them. Edward Jones specializes in investment management by providing exceptional customer service to its clients. The firm collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertise.

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Contact:

(361) 993-2619 (361) 360-5605

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Legamaro Financial Services  - Corpus Christi, TX Financial Services
Legamaro Financial Services  - Corpus Christi, TX Financial Services
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LEGAMARO FINANCIAL SERVICES

717 Everhart Rd,
Corpus Christi, TX 78411 Directions

Since 1997

Specialty:

Retirement Planning Estate Planning Tax Planning Asset Management Business Planning Succession Planning Stocks Mutual Funds

Legamaro Financial Services are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring. Tim Legamaro and Alex Legamaro are the presidents of Legamaro Financial Services. They will continue to operate and will be able to provide you with the support and service you can always expect from them. They know that these can be frightening times, but they want to assure you that one thing you don’t need to worry about is supporting you through them. Legamaro Financial Services will be in touch with you as events evolve, continuing to provide updates and support. They do not charge any fee for their consultations. As always, feel free to contact them at any time.

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Contact:

(361) 883-9333

Mon-Thu: 8am - 4pm
Fri: 8am - 12pm
Sat&Sun: closed

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