Wealth Management in Karnes County, TX

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

Connect With a Wealth Manager

As Seen In

List of Firms

Karnes County, TX Wealth Management Firms

Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 331 N Sunset Strip St, Kenedy, TX 78119, USA
Phone (830) 583-2593
Edward Jones - Financial Advisor: Willie Nelson
5 out of 5
Location 236 S Commercial St Ste A, Goliad, TX 77963, USA
Phone (361) 645-3546
Yvonne Morris Financial Planning
Location 113 E Calvert, Karnes City, TX 78118, USA
Phone (830) 780-4474
Karnes County Auditor’s Office
Location 200 E Calvert, Karnes City, TX 78118, USA
Phone (830) 780-2721
Wealth Management in Karnes County, TX

Where Wealth Management Advisors in Karnes County, TX Serve

Karnes County is located in the south-central region of Texas. The county is known for its oil and gas production, ranching, and farming. Major employers in the area include Schlumberger, Tesoro, and Southwestern Energy. Major highways and streets in the area include Interstate 10 and U.S. Highway 181. Some of the neighborhoods in the area include Kenedy, Karnes City, and Poth.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Karnes County, TX provide a variety of services to their customers. These services include: checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other services such as online banking, bill pay, and mobile banking. This allows customers to manage their finances from anywhere at any time.

Retirement Planning

When it comes to retirement planning, Karnes County, TX is a great place to be. The cost of living is low, there are plenty of job opportunities, and the weather is mild year-round. In addition, the county has a number of programs and services available to help retirees get the most out of their retirement years.

Tax Services

Tax accountants in Karnes County, TX provide tax planning and preparation services to individuals and businesses in the area. They work with clients to identify tax savings opportunities and help them file tax returns accurately and on time. Tax accountants may also be responsible for ensuring that businesses meet all of the requirements for filing taxes, such as paying estimated taxes and withholding taxes from employees' paychecks.

Financial Advisor

A financial advisor in Karnes County, TX helps individuals and businesses manage their finances by providing advice on investments, insurance, mortgages, and other financial matters. They work with clients to create a plan for their financial future and help them to stick to it by making recommendations and giving guidance on how to best save and grow their money. Financial advisors can be very helpful in times of economic instability or when there are major life changes, such as buying a home or retiring.

Insurance Broker

An insurance broker in Karnes County, TX helps people find the best insurance policies for their needs. They work with a variety of providers to get the best rates for their clients, and can help them find coverage for everything from car accidents to health care. They also offer advice on what policies are best suited for different situations, and can help people plan for the future by ensuring they have adequate coverage.

Mortgage Loan Officer

A mortgage loan officer in Karnes County, TX helps people get mortgages. They work with banks and other lenders to find the best mortgages for their clients. They help people figure out how much they can afford, and guide them through the process of getting a mortgage. They also work with people who are having trouble making their mortgage payments, to try to help them keep their home.

Estate Planning Lawyer

An estate planning lawyer in Karnes County, TX helps individuals and families create wills, trusts, and other legal documents to protect their assets. They can also help with estate tax planning and ensuring that your loved ones are taken care of after you die. If you're looking for peace of mind when it comes to your estate, contact an estate planning lawyer today.


Comprehensive Wealth Management FAQs