BEST RATED » CORPUS CHRISTI TX » FINANCIAL SERVICES

The Best Financial Services in Corpus Christi

Handpicked Top 3 Financial Services in Corpus Christi, Texas. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

TOROSO FINANCIAL GROUP

756 Caddo Street, Corpus Christi, TX 78412

Since 2009

Investment Strategies, Risk Management, Retirement Planning, Distribution Strategies, College Savings Planning, Life Insurance, 401K Planning, 403B Planning, Tax Planning, Profit Sharing Planning, Money Purchasing Planning, Simple IRA, Long-Term-Care Insurance, Stock, Variable Annuity, Educational IRA, Traditional IRA, Roth IRA & Mutual Funds

Provides Estate Conservation Issues - They Want to Help you Develop, Implement & Monitor a Strategy

stefany@torosofinancial.com

torosofinancial.com

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

Their experienced professionals have helped many people just like you with similar issues and concerns. They specialize in creating an approach that is designed to address your individual situation.
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LAGUNA WEALTH SERVICES

413 North Tancahua Street, Corpus Christi, TX 78401

Since 2013

Asset Allocation, 401K Planning, Cash Flow Management, Distribution Report, Investment Management, College Planning, Retirement Plan Analysis, Beneficiary Review, Business Succession Planning, Estate Planning, Legacy Planning, Portfolio Management, Social Security Planning, Life Insurance, Interactive Goal Planning & Monitoring

Specializes in Wealth Management - Affords Controlling Debt, Prioritizing Needs & Build an Emergency Fund

info@lagunaws.com

raymondjames.com/lagunawealthser...

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

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!

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RICKY SERNA JR

6062 Holly Road, Suite B-8, Corpus Christi, TX 78412

EDWARD JONES - Investment Management, Retirement Planning, 401K Planning, Social Security, Risk Managment, Portfolio Management, College Planning, Stock, Bond, 529 College Savings Planning, Life Insurance, Estate Planning, Education Planning, Traditional IRA, Roth IRA's & Annuities

Life Event Checklists and Life Insurance Calculator are Available - Approaches your Needs Together - Provides Summary of Market Highlights & The Latest Economic News

ricky.serna@edwardjones.com

edwardjones.com/financial-advisor

Open 24 Hours

From their Advisory Solutions, to their Trust Company and Client Consultation Group, you can find solutions to help build and protect your family's wealth.
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