Best Financial Advisors in Nueces County, TX

We did the hard work of finding trustworthy partners in Nueces County, TX. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Nueces County, TX Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Bryan R Thompson, AAMS™
SEC File# 801-3297
CRD# 250
Location 3829-B S Alameda St, Corpus Christi, TX 78411, USA
Phone (361) 857-7787
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
First Command
3 out of 5
Location 5702 S Staples St Suite F-3, Corpus Christi, TX 78413, USA
Phone (361) 937-8772
Suzanne Wood - Associate Financial Advisor, 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
Merrill Lynch Wealth Management Advisor Henry J Medina
Location 800 N Shoreline Blvd Suite 1800 N, Corpus Christi, TX 78401, USA
Phone (361) 887-4370
Steve Dziuk - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5633 S Staples St Ste 700, Corpus Christi, TX 78411, USA
Phone (361) 991-5424
AXA Advisors | Private Wealth Group
3 out of 5
Location 719 S Shoreline Blvd Lexington Room, Corpus Christi, TX 78401, USA
Phone (361) 888-6669
Edward Jones - Financial Advisor: Bobby Mogford
SEC File# 801-3297
CRD# 250
Location 3829-B S Alameda St, Corpus Christi, TX 78411, USA
Phone (361) 857-7787
UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
5 out of 5
Location 800 N Shoreline Blvd # 160, Corpus Christi, TX 78401, USA
Phone (361) 884-9966
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Angela W. Goodwin
5 out of 5
Location 800 N Shoreline Blvd Suite 1800 N, Corpus Christi, TX 78401, USA
Phone (361) 887-4310
Edward Jones - Financial Advisor: Kursten G Remer
SEC File# 801-3297
CRD# 250
Location 700 Everhart Rd Suite F12, Corpus Christi, TX 78411, USA
Phone (361) 852-0177
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
William S Hopkins & Co
Location PO Box 6406, Corpus Christi, TX 78466, USA
Phone (361) 215-9442
Harbor Financial
Location 210 S Carancahua St, Corpus Christi, TX 78401, USA
Phone (361) 887-7657
William Skrobarczyk - Associate Financial Advisor, 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
Time Monday: Closed Tuesday: Closed Wednesday: 9:00 AM – 5:00 PM Thursday: Closed Friday: Closed Saturday: Closed Sunday: Closed
Bergstrom Financial
Location 711 N Carancahua St #1818, Corpus Christi, TX 78401, USA
Phone (361) 884-6347
Ameriprise Financial
Location 5350 S Staples St, Corpus Christi, TX 78411, USA
Phone (361) 993-8060
Merrill Lynch Wealth Management Advisor Ramon R Smith
Location 800 N Shoreline Blvd Suite 1800 N, Corpus Christi, TX 78401, USA
Phone (361) 887-4303
Scott Sutherland - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5633 S Staples St Ste 700, Corpus Christi, TX 78411, USA
Phone (361) 991-5424
DFI Capital Advisors
Location 1211 Santa Fe St, Corpus Christi, TX 78404, USA
Phone (361) 288-4643
First Command Financial Advisor - Kyle Kruger
Location 5702 S Staples St Suite F-3, Corpus Christi, TX 78413, USA
Phone (361) 937-8772
Edward Jones - Financial Advisor: Miles G Holcomb
SEC File# 801-3297
CRD# 250
Location 13330 Leopard St Suite 8, Corpus Christi, TX 78410, USA
Phone (361) 242-1013
Arthur Scott, CFP - UBS Financial Services Inc.
Location North Tower, 800 N Shoreline Blvd # 160, Corpus Christi, TX 78401, USA
Phone (361) 886-4517
Edward Jones - Financial Advisor: Jessica Arredondo
SEC File# 801-3297
CRD# 250
5 out of 5
Location 7114 Saratoga Blvd Ste 210, Corpus Christi, TX 78414, USA
Phone (361) 993-2111
Larry Olivarez - Private Wealth Advisor, 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
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
Warren Financial Services Llc
Location 5525 S Staples St, Corpus Christi, TX 78411, USA
Phone (361) 853-4101
Edward Jones - Financial Advisor: Laurelyn Pohlmeier, CFP®
SEC File# 801-3297
CRD# 250
Location 802 N Carancahua St Suite 1650, Corpus Christi, TX 78401, USA
Phone (361) 885-0622
Scott Rhodes, CFP - UBS Financial Services Inc.
Location North Tower, 800 N Shoreline Blvd Suite 160, Corpus Christi, TX 78401, USA
Phone (361) 886-4535
Edward Jones - Financial Advisor: Ricky Serna Jr
SEC File# 801-3297
CRD# 250
5 out of 5
Location 401 N Chaparral St Ste A, Corpus Christi, TX 78401, USA
Phone (361) 992-9618
Austin Private Wealth - Corpus Christi, TX Location
SEC File# 801-116987
CRD# 304344
Location 1756 Santa Fe St, Corpus Christi, TX 78404, USA
Phone (361) 600-3800
Edward Jones - Financial Advisor: Keith R Clark
SEC File# 801-3297
CRD# 250
5 out of 5
Location 15217 S Padre Island Dr Suite 212, Corpus Christi, TX 78418, USA
Phone (361) 949-9500
Edward Jones - Financial Advisor: Sean M Levings
SEC File# 801-3297
CRD# 250
Location 14241 Northwest Blvd Ste 203, Corpus Christi, TX 78410, USA
Phone (361) 767-6159
Waddell & Reed, Inc. Financial Advisor Mark Chavez
5 out of 5
Location 500 N Shoreline Blvd Ste. 808, Corpus Christi, TX 78401, USA
Phone (361) 883-3177
Merrill Lynch Wealth Management Advisor Joseph C Wise
Location 800 N Shoreline Blvd Suite 1800 N, Corpus Christi, TX 78401, USA
Phone (361) 887-4306
Edward Jones - Financial Advisor: J Pat Richter, AAMS™
SEC File# 801-3297
CRD# 250
Location 2209 N Padre Island Drive Suite A A, Corpus Christi, TX 78408, USA
Phone (361) 289-2662
Edward Jones - Financial Advisor: Alan M Krockover, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 5350 S Staples St Suite 324, Corpus Christi, TX 78411, USA
Phone (361) 993-2619
Colt Financial
2 out of 5
Location 2440 S Padre Island Dr, Corpus Christi, TX 78415, USA
Phone (877) 345-4941
Edward Jones - Financial Advisor: Steve Geyer, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 3201 Airline Rd # C, Corpus Christi, TX 78414, USA
Phone (361) 855-3787
Rhodes Wealth Consulting Group - UBS Financial Services Inc.
Location North Tower, 800 N Shoreline Blvd # 160, Corpus Christi, TX 78401, USA
Phone (361) 886-4535
Mesquite Wealth Management Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 5633 S Staples St Ste 700, Corpus Christi, TX 78411, USA
Phone (361) 991-5424
Edward Jones - Financial Advisor: Kelly Ellis, AAMS™
SEC File# 801-3297
CRD# 250
Location 500 N Shoreline Blvd Suite 903, Corpus Christi, TX 78401, USA
Phone (361) 992-5301
Frost Investment Services
SEC File# 801-108754
CRD# 286129
Location 802 N Carancahua St, Corpus Christi, TX 78401, USA
Phone (361) 844-1051
Equitable Advisors
SEC File# 801-14065
CRD# 6627
Location 101 N Shoreline Blvd # 605, Corpus Christi, TX 78401, USA
Phone (361) 883-9800
AXA Advisors
Location 101 N Shoreline Blvd # 581, Corpus Christi, TX 78401, USA
Phone (361) 883-9800
Edward Jones - Financial Advisor: Javier D Ramirez
SEC File# 801-3297
CRD# 250
Location 10241 S Padre Island Dr Suite 135, Corpus Christi, TX 78418, USA
Phone (361) 939-7572
Corpus Christi TX, Branch Office - UBS Financial Services Inc.
Location North Tower, 800 N Shoreline Blvd Suite 160, Corpus Christi, TX 78401, USA
Phone (855) 853-5590
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
Davidson Capital Management Inc.
SEC File# 801-60519
CRD# 112232
5 out of 5
Location 5350 S Staples St #434, Corpus Christi, TX 78411, USA
Phone (361) 906-0070
Ironwood Financial
SEC File# 801-70463
CRD# 151004
Location 5262 S Staples St, Corpus Christi, TX 78411, USA
Phone (361) 589-9719
Laguna Wealth Services
5 out of 5
Location 2051 Rodd Field Rd Suite 200, Corpus Christi, TX 78412, USA
Phone (361) 249-9360
John H Stearns - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5633 S Staples St Ste 700, Corpus Christi, TX 78411, USA
Phone (361) 991-5424
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
Freedom Investment Counsel LLC
Location 101 N Shoreline Blvd #560f, Corpus Christi, TX 78401, USA
Phone (361) 813-6331
A-1 Investments
Location 3540 Agnes St, Corpus Christi, TX 78405, USA
Phone (361) 887-1803
Edward Jones - Financial Advisor: Joseph R Vasquez
SEC File# 801-3297
CRD# 250
Location 500 N Shoreline Blvd Ste 809, Corpus Christi, TX 78401, USA
Phone (361) 444-5470
Michael Kennedy - Thrivent
Location 101 N Shoreline Blvd Ste 302, Corpus Christi, TX 78401, USA
Phone (361) 888-4622
Kemp Financial Services
5 out of 5
Location 5941 Patton St, Corpus Christi, TX 78414, USA
Phone (361) 653-6100
Mailhes Jim
Location 555 N Carancahua St # 790, Corpus Christi, TX 78401, USA
Phone (361) 882-8700
Jaime Rios Financial Services, Inc.
SEC File# 801-39736
CRD# 12963
Location 3649 Leopard St Ste. 404, Corpus Christi, TX 78408, USA
Phone (361) 851-8675
Carter Benkendorfer
Location 101 N Shoreline Blvd #560, Corpus Christi, TX 78401, USA
Phone (361) 653-0472
Financial Advisors in Nueces County, TX

Where Certified Financial Advisors in Nueces County, TX Serve

Nueces County is located in south Texas and is home to the city of Corpus Christi. The county has a population of over 340,000 and is the fifth most populous in the state. Some of the county's landmarks include the USS Lexington Museum, the Texas State Aquarium, and the Bob Hall Pier. The top employers in Nueces County are Del Mar College, Christus Spohn Health System, and Naval Air Station Corpus Christi. Major highways and streets in the county include Interstate 37 and Farm-to-Market Road 44. Some of the neighborhoods in Nueces County include Shoreline, Northwest, and South Side.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Nueces County, TX residents may not be aware of all the different services banks can provide. Banks offer a variety of services that can benefit Nueces County residents in a number of ways. Some people may only think of banks as places to deposit money and withdraw cash, but there are many other services that banks offer which can be helpful for county residents. For example, banks often have free checking and savings accounts, they offer loans and credit cards, and they also offer a wide variety of financial planning and investment services. In addition, banks can help customers manage their money by providing online banking and bill pay options. So if youre looking for a place to take care of all your financial needs, a bank is a great option.

Insurance Broker

Nueces County, TX residents can receive assistance from insurance brokers when looking for the right insurance plan. Insurance brokers are knowledgeable in all areas of insurance and can help residents compare rates and find the best coverage for their needs. Residents of Nueces County, TX should not hesitate to reach out to an insurance broker for help finding the right plan.

Retirement Planning

Nueces County, TX residents have a lot to think about when it comes to retirement planning. Fortunately, financial advisors can help people make the best choices for their future. Financial advisors can help Nueces County, TX residents save for retirement by creating a budget and investment plan. They can also offer advice on what types of investments are best for retirees. Financial advisors can also help retirees stay on track with their retirement savings goals by providing regular updates on their portfolio performance.

Wealth Management

Nueces County, TX is one of the most populous counties in the state. It's also home to a number of military bases and defense contractors. As a result, the county has seen an influx of new residents in recent years, many of whom are looking for ways to manage their wealth. Wealth management can help Nueces County residents by providing them with access to financial planning services, investment advice, and more.

Estate Planning Lawyer

Nueces County, TX residents who want to make sure their estates are handled properly should speak with an estate planning lawyer. An estate planning lawyer can help residents of Nueces County, TX create wills and trusts that will ensure their estates are handled according to their wishes. Estate planning lawyers can also help residents of Nueces County, TX avoid probate and minimize taxes on their estates.

Mortgage Loan Officer

Mortgage loan officers can help Nueces County, TX residents in a number of ways. Mortgage loan officers are experts in the field of mortgages and can help residents find the best mortgage for their needs. They can also help residents understand the terms of their mortgage, and work with them to get the best rates possible. In addition, mortgage loan officers can help residents apply for government assistance programs that may be available to them.

Tax Services

Tax accountants are in a unique position to help Nueces County, TX residents save money on their taxes. By claiming all available deductions and credits, tax accountants can minimize the amount of tax that residents owe. In addition, tax accountants can help residents plan for their future tax obligations. This can include creating a budget that takes into account expected tax liabilities, and making wise investment decisions that will minimize taxable income. Overall, tax accountants provide a valuable service to Nueces County residents, and can help them save money on their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Nueces County, TX