3 Best Financial Services in Corpus Christi, TX

“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 & 66 licenses. They want 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. The team is confident that their understanding of personal finance and training as financial professionals can help people better prepare for the future. After spending years in the field, they've earned a name by breaking down complex financial ideas, making it simpler for individuals to grasp and work towards their financial aspirations.”

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“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 joined Edward Jones in August 2000. 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 their clients. The firm collaborates closely with your accountant, attorney, and other trusted professionals to develop strategies that capitalize on their collective expertise. Their financial advisors are dedicated to supporting clients throughout their lifelong journey, providing guidance and assistance as circumstances evolve.”

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“Laguna Wealth Services has a team who helps families address their many financial matters, balancing today's needs with tomorrow's goals. Their mission is to serve as your family's financial advisors for life, handling all the issues related to managing and preserving your wealth and building your legacy. Whatever the need, they'll be here for you as your family creates, grows, and evolves into future generations. They stress the importance of establishing good financial habits and implementing the right strategies like controlling debt, prioritizing needs, building an emergency fund, having insurance protection, and contributing to a company retirement plan. They collaborate with their legal and insurance professionals on estate plans, life insurance, and long-term care. They get in touch quarterly to review your action plan and portfolio and meet once a year to review your overall financial plan.”

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