Wealth Management in Nueces County, TX

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Nueces County, TX Wealth Management Firms

Oak Tree Wealth Management
Location 101 N Shoreline Blvd, Corpus Christi, TX 78401, USA
Phone (361) 452-0226
Frost Investment Services
SEC File# 801-108754
CRD# 286129
Location 802 N Carancahua St, Corpus Christi, TX 78401, USA
Phone (361) 844-1051
Merrill Lynch Wealth Management Advisor Tony Martinez
Location 800 N Shoreline Blvd Suite 1800 N, Corpus Christi, TX 78401, USA
Phone (361) 887-4343
Stonewater Wealth Management Inc.
Location 4639 Corona Dr Ste9, Corpus Christi, TX 78411, USA
Phone (361) 482-0699
MassMutual Financial Group Agent
5 out of 5
Location 901 Navigation Blvd, Corpus Christi, TX 78408, USA
Phone (404) 886-9179
Wealth Management in Nueces County, TX

Where Wealth Management Advisors in Nueces County, TX Serve

Nueces County is located in the Coastal Bend region of Texas. The county seat is Corpus Christi, which is also the largest city in the county. Other major cities in Nueces County include Robstown, Portland, and Bishop. Corpus Christi is home to several landmarks, including the USS Lexington Museum, the Texas State Aquarium, and the Corpus Christi Marina. The top employers in Nueces County are Naval Air Station Corpus Christi, American Commercial Barge Line, and Stripes Convenience Stores. Major highways and streets in Nueces County include Interstate 37, U.S. Highway 181, and Texas State Highway 35. Some of the neighborhoods in Nueces County include Shoreline Acres, Lindale Park, and Camelot IV.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Nueces County, TX offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition to these products and services, banks also offer their customers a variety of online banking options that allow them to manage their finances from anywhere in the world.

Retirement Planning

Nueces County, TX is a great place to retire. The cost of living is low, and there are plenty of activities and amenities to enjoy. But before you can retire in Nueces County, TX, you need to make some preparations. Here are four things you need to do before retirement.

Tax Services

A tax accountant in Nueces County, TX is responsible for preparing and filing tax returns for individuals and businesses. They also provide advice on how to reduce taxes, and how to comply with tax laws. Tax accountants must stay up-to-date on changes in the tax code, so they can provide accurate advice to their clients.

Financial Advisor

A financial advisor in Nueces County, TX helps people save for retirement and manage their finances. They offer advice on investments, insurance, and tax planning. Financial advisors work with individuals and businesses to create financial plans that meet their specific needs.

Insurance Broker

An insurance broker in Nueces County, TX is a professional who helps clients find the best rates on insurance policies. They work with a variety of insurance companies to get their clients the best possible rates on auto, home, and health insurance policies. Insurance brokers are also responsible for helping clients file claims and assisting them with any questions or concerns they may have about their policy.

Mortgage Loan Officer

A mortgage loan officer in Nueces County, TX helps people obtain mortgages. They work with banks and other lenders to find the best mortgage products for their clients. They also help people get through the application process and answer any questions they have.

Estate Planning Lawyer

An estate planning lawyer in Nueces County, TX helps you create a will and other legal documents that ensure your property is distributed according to your wishes after you die. They can also help you set up trusts and other arrangements to protect your loved ones' interests if something happens to you.


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