Best Financial Advisors in Nueces County, TX

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Nueces County, TX Fiduciary Financial Advisors

SEC File# 801-14065
CRD# 6627
Location 101 N Shoreline Blvd # 605, Corpus Christi, TX 78401, USA
Phone (361) 883-9800
Directions
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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
Directions
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First Command
3 out of 5
Location 5702 S Staples St Suite F-3, Corpus Christi, TX 78413, USA
Phone (361) 937-8772
Directions
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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
Directions
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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
Directions
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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
Directions
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Ameriprise Financial
Location 5350 S Staples St, Corpus Christi, TX 78411, USA
Phone (361) 993-8060
Directions
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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
Directions
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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
Directions
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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
Directions
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Warren Financial Services Llc
Location 5525 S Staples St, Corpus Christi, TX 78411, USA
Phone (361) 853-4101
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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Ironwood Financial
SEC File# 801-70463
CRD# 151004
Location 5262 S Staples St, Corpus Christi, TX 78411, USA
Phone (361) 589-9719
Directions
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Laguna Wealth Services
5 out of 5
Location 2051 Rodd Field Rd Suite 200, Corpus Christi, TX 78412, USA
Phone (361) 249-9360
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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Michael Kennedy - Thrivent
Location 101 N Shoreline Blvd Ste 302, Corpus Christi, TX 78401, USA
Phone (361) 888-4622
Directions
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Mailhes Jim
Location 555 N Carancahua St # 790, Corpus Christi, TX 78401, USA
Phone (361) 882-8700
Directions
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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
Directions
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Harbor Financial
Location 210 S Carancahua St, Corpus Christi, TX 78401, USA
Phone (361) 887-7657
Directions
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First Command Financial Advisor - Kyle Kruger
Location 5702 S Staples St Suite F-3, Corpus Christi, TX 78413, USA
Phone (361) 937-8772
Directions
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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
Directions
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Arthur Scott, CFP - UBS Financial Services Inc.
Location North Tower, 800 N Shoreline Blvd # 160, Corpus Christi, TX 78401, USA
Phone (361) 886-4517
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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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
Directions
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Colt Financial
2 out of 5
Location 2440 S Padre Island Dr, Corpus Christi, TX 78415, USA
Phone (877) 345-4941
Directions
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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
Directions
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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
Directions
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AXA Advisors
Location 101 N Shoreline Blvd # 581, Corpus Christi, TX 78401, USA
Phone (361) 883-9800
Directions
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A-1 Investments
Location 3540 Agnes St, Corpus Christi, TX 78405, USA
Phone (361) 887-1803
Directions
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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
Directions
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Carter Benkendorfer
Location 101 N Shoreline Blvd #560, Corpus Christi, TX 78401, USA
Phone (361) 653-0472
Directions
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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
Directions
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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
Directions
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William S Hopkins & Co
Location PO Box 6406, Corpus Christi, TX 78466, USA
Phone (361) 215-9442
Directions
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Bergstrom Financial
Location 711 N Carancahua St #1818, Corpus Christi, TX 78401, USA
Phone (361) 884-6347
Directions
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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
Directions
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DFI Capital Advisors
Location 1211 Santa Fe St, Corpus Christi, TX 78404, USA
Phone (361) 288-4643
Directions
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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
Directions
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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
Directions
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Frost Investment Services
SEC File# 801-108754
CRD# 286129
Location 802 N Carancahua St, Corpus Christi, TX 78401, USA
Phone (361) 844-1051
Directions
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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
Directions
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Freedom Investment Counsel LLC
Location 101 N Shoreline Blvd #560f, Corpus Christi, TX 78401, USA
Phone (361) 813-6331
Directions
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Kemp Financial Services
5 out of 5
Location 5941 Patton St, Corpus Christi, TX 78414, USA
Phone (361) 653-6100
Directions
Financial Advisors in Nueces County, TX

Where Certified Financial Advisors in Nueces County, TX Serve

Nueces County, TX is a vibrant and diverse area located in South Texas. This county is home to a plethora of landmarks, including the USS Lexington Museum, the Texas State Aquarium, and the Selena Museum. These landmarks offer a glimpse into the rich history and culture of the area, attracting visitors from all over the world. In terms of top employers, Nueces County is home to several major companies, including the Corpus Christi Army Depot, H-E-B, and the Corpus Christi Independent School District. These companies provide jobs for thousands of residents, helping to drive the local economy. When it comes to transportation, Nueces County is well-connected to the rest of Texas and beyond. Major highways such as I-37 and US-181 run through the county, providing easy access to nearby cities like San Antonio and Houston. Additionally, streets like South Padre Island Drive and Staples Street offer convenient routes for local commuters.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Nueces County, TX can benefit greatly from the services of a financial advisor. With a population of over 360,000 people, Nueces County is home to a diverse range of individuals with varying financial needs and goals. A financial advisor can help residents in Nueces County navigate the complexities of investing, retirement planning, and debt management. Additionally, given that Nueces County is located on the Gulf of Mexico and experiences frequent hurricanes and other natural disasters, a financial advisor can also help residents prepare for unexpected emergencies and ensure they have the necessary insurance coverage. Overall, a financial advisor can provide invaluable guidance and support to residents in Nueces County as they work towards achieving their financial objectives.

Insurance Broker

Residents of Nueces County, TX could greatly benefit from the services of an insurance broker. A broker can help them navigate the complex world of insurance and find the best policies that fit their unique needs and budget. In Nueces County, where hurricanes and flooding are common, an insurance broker can assist residents in finding comprehensive home insurance that covers damages caused by natural disasters. Additionally, with a high population of retirees in the county, an insurance broker can help them find affordable health insurance plans that meet their medical needs. By working with an insurance broker, residents of Nueces County can have peace of mind knowing they have the right coverage in place to protect themselves and their families.

Retirement Planning

Residents of Nueces County, TX can benefit greatly from the services of a retirement planner. With a significant population of retirees in the area, a retirement planner can help them navigate the complex world of retirement planning, including managing their finances, creating a budget, and maximizing their retirement income. Additionally, a retirement planner can assist residents in Nueces County, TX with estate planning, ensuring that their assets are distributed according to their wishes. With the high cost of living in the area, a retirement planner can help residents make the most of their retirement savings and investments, ensuring that they can enjoy a comfortable retirement without financial stress. Overall, a retirement planner can provide invaluable guidance and support to residents of Nueces County, TX as they plan for their future.

Wealth Management

Residents of Nueces County, TX would greatly benefit from the services of a wealth manager. With a population of over 360,000 people, Nueces County is the eighth most populous county in Texas. Many residents in the county are employed in industries such as oil and gas, healthcare, and education. A wealth manager can help these individuals manage their finances and investments, ensuring they are making the most of their income and planning for their future. Additionally, Nueces County is home to several military bases, including Naval Air Station Corpus Christi and the Corpus Christi Army Depot. A wealth manager can assist military personnel and their families with financial planning, ensuring they are taking advantage of military benefits and planning for the future. Overall, a wealth manager can provide invaluable guidance and support to residents of Nueces County as they navigate their financial futures.

Mortgage Loan Officer

Residents of Nueces County, TX can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or to refinance their current mortgages. Nueces County is home to many diverse communities, including Corpus Christi, which has a strong and growing economy fueled by the oil and gas industry, tourism, and healthcare. A mortgage loan officer can help residents navigate the unique real estate market in Nueces County and find the best mortgage options available to them. With their knowledge of local lenders and programs, a mortgage loan officer can help residents save money and time while achieving their homeownership goals.

Tax Services

Residents of Nueces County, TX can benefit greatly from the expertise of a tax advisor. With the county's economy heavily reliant on the oil and gas industry, tax advisors can offer guidance on deductions and credits related to these industries. Additionally, Nueces County has a large number of retirees, and tax advisors can help them navigate the complex tax laws surrounding retirement income and Social Security benefits. Furthermore, with the recent changes to the tax code, residents may need assistance in understanding how the changes affect their personal tax situation. A tax advisor can provide valuable advice on maximizing deductions and minimizing tax liability, ultimately helping residents of Nueces County keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Nueces County, TX can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals create a comprehensive plan to manage their assets and ensure that their wishes are carried out after they pass away. In Nueces County, where the population is largely made up of retirees and military families, estate planning lawyers can provide specialized advice and guidance on issues such as military benefits, retirement accounts, and property ownership. They can also help families navigate the complex probate process and avoid costly legal disputes. With the help of an estate planning lawyer, residents of Nueces County can achieve peace of mind knowing that their assets will be protected and their loved ones will be taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Nueces County, TX