Best Financial Advisors in Corpus Christi, TX

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Corpus Christi, TX Fiduciary Financial Advisors

Corpus Christi Financial Group

5 out of 5

Location 6210 Wooldridge Rd, Corpus Christi, TX 78414, USA
Phone (361) 882-8700
Edward Jones - Financial Advisor: Carla Gardiner
SEC File# 801-3297
CRD# 250
Location 4646 Corona Dr Suite 210, Corpus Christi, TX 78411, USA
Phone (361) 692-2157
Stonewater Wealth Management Inc.
SEC File# 801-112490
CRD# 164953
Location 4639 Corona Dr Ste9, Corpus Christi, TX 78411, USA
Phone (361) 482-0699
Barker Financial Services
Location 5151 Flynn Pkwy # 504, Corpus Christi, TX 78411, USA
Phone (361) 853-3787
Biggins Wealth Services
Location 700 Everhart Rd Ste C1, Corpus Christi, TX 78411, USA
Phone (361) 806-9454
Olivarez & Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 711 N Carancahua St Ste 1701, Corpus Christi, TX 78401, USA
Phone (361) 654-1900
Edward Jones - Financial Advisor: Scot M Barker
SEC File# 801-3297
CRD# 250

5 out of 5

Location 101 N Shoreline Blvd Ste 330, Corpus Christi, TX 78401, USA
Phone (361) 904-0004
Image of Corpus Christi, TX

About Corpus Christi, TX

Corpus Christi is a major city in Texas located on the Gulf of Mexico. It is home to several major landmarks, including the USS Lexington Museum, the Corpus Christi Marina, and the Corpus Christi Botanical Gardens. The top employers in Corpus Christi are American Bank, H-E-B, and Christus Spohn Health System. The major highways and streets in Corpus Christi include I-37 and US 77. The neighborhoods in Corpus Christi include Shoreline, Flour Bluff, and Bishop.

Where Certified Financial Advisors in Corpus Christi, TX Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, but what services do they offer in Corpus Christi, TX? Banks offer a variety of services to their customers, but what services do they offer in Corpus Christi, TX? Corpus Christi residents can take advantage of the following services at local banks: Checking and savings accounts, loans (personal, mortgage, car), credit cards, online banking and bill pay. In addition to these standard offerings, many banks also have special programs designed specifically for children and students. For example, Bank of America offers a Student checking account which comes with a free Visa debit card and no monthly maintenance fees.

Insurance Broker

Corpus Christi, TX residents can find a wealth of insurance options at the local brokerages. The brokers have the experience and expertise to help residents find the best policies for their needs, whether they are looking for homeowners insurance, car insurance, or health insurance.

Retirement Planning

Corpus Christi, TX residents can benefit greatly from working with a financial advisor when it comes to retirement planning. Financial advisors have the knowledge and experience to help retirees create a plan that will allow them to retire comfortably. Advisors can also help retirees stay on track with their retirement savings goals, and make adjustments to their plan as necessary.

Wealth Management

Corpus Christi, TX residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their financial resources in order to achieve their short- and long-term goals. It includes tasks such as budgeting, investing, insurance planning, and tax planning.

Estate Planning Lawyer

Corpus Christi, TX residents who want to create an estate plan can work with an estate planning lawyer to make sure their wishes are carried out. An estate planning lawyer can help you draft a will, power of attorney, and healthcare directive. They can also help you set up trusts and other legal arrangements to protect your assets.

Mortgage Loan Officer

Mortgage loan officers in Corpus Christi, TX can help residents by providing them with the best mortgage rates and options available. By shopping around for a mortgage, residents can ensure they are getting the best deal possible on their home loan. Loan officers can also provide information on down payment assistance programs and other homeowner resources.

Tax Services

Corpus Christi, TX residents can benefit from the expertise of tax accountants. These professionals can help residents understand and comply with state and federal tax laws. In addition, tax accountants can help residents file their taxes in a timely and accurate manner.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Corpus Christi, TX