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Best Financial Advisors in Corpus Christi

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Corpus Christi, TXCorpus Christi, TX

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Corpus Christi, TXCorpus Christi, TX

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Corpus Christi, TX 78411Corpus Christi, TX 78411

BFS Advisors is a financial services firm with an office in Corpus Christi. The company offers a range of investment, financial planning, and insurance solutions. Clients receive customized investment portfolios that use a range of managed money, brokerage accounts, variable annuity, simple IRA, SEP IRA, Roth IRA, traditional IRA, and educational IRA services. It provides services that include retirement plans, college tuition plans, 403(b) planning, estate planning, and tax efficiency. The typical insurance options cover disability income, long term care, and life insurance. Financial planner Kevin Barker received his certification in 1981 and began his Corpus Christi practice in 1984.

Corpus Christi, TX 78411Corpus Christi, TX 78411

Website(361) 853-3787

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Corpus Christi, TX 78414Corpus Christi, TX 78414

Corpus Christi Financial Group is a financial services firm located on Wooldridge Road in Corpus Christi. The firm's focuses on serving individuals and families in the community, and they help clients build wealth, protect assets, and preserve wealth through tax-efficient investment strategies. The firm offers clients retirement plans, strategies to maximize retirement income, and help with asset transition between generations. In addition, the firm's website offers free educational resources in the form of calculators, newsletters, and articles. Managing partner Cory Summers has been a Certified Financial Planner since 2004 and graduated magna cum laude from the University of Texas at Arlington.

Corpus Christi, TX 78414Corpus Christi, TX 78414

Website(361) 882-8700

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101 North Shoreline Boulevard, Corpus Christi, TX 78401
Corpus Christi, TX 78401

Edward Jones Financial Advisor provides clients with assistance in meeting financial goals. The company offers a wide range of financial solutions including wealth management, estate planning, and investment services. Also included in the firm's areas of expertise are annuities, insurance, bonds, stocks, mutual funds, and retirement. Edward Jones Financial Advisor also specializes in creating retirement plans for self-employed clients and small business owners. The professionals also offer services to investors that aim to provide assistance in managing cash and credit.

101 North Shoreline Boulevard, Corpus Christi, TX 78401
Corpus Christi, TX 78401

Website(361) 904-0004

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

800 N. Shoreline Blvd. Suite 2200 South, Corpus Christi, TX 78401
Corpus Christi, TX 78401
  • Private Wealth Advisor

Herndon Plant Oakley Ltd is a financial advisory firm that aims to help individuals and families in Corpus Christi attain their long-term financial goals through its broad range of planning services. It has been serving the local community since 1985, offering personal, customized money management and investment services such as investment analysis and management, net worth building, stock and bond research, retirement plans establishment and management, and account protection. Each partner at the company has experience in the industry that spans more than 40 years.

800 N. Shoreline Blvd. Suite 2200 South, Corpus Christi, TX 78401
Corpus Christi, TX 78401

Website(361) 888-7611

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

2315 Civitan Drive, Corpus Christi, TX 78417
Corpus Christi, TX 78417
  • Estate Planning
  • Tax Preparation
  • Tax Planning

Juarez Financial & Tax is an advisory firm that provides services to families and businesses in Corpus Christi and the surrounding areas. One of its services is financial planning, which serves as guidance for those who plan to invest in businesses or buy houses. It also offers retirement plans and estate plans. The firm has been operating for more than 40 years, and its leader, Anthony Juarez, has more than 35 years of experience. Juarez is a certified public accountant and a Master Registered Financial Consultant.

2315 Civitan Drive, Corpus Christi, TX 78417
Corpus Christi, TX 78417

Website(361) 854-0887

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

800 North Shoreline Boulevard, Corpus Christi, TX 78401
Corpus Christi, TX 78401
  • Certified Financial Planner (CFP)

Oxbow Advisors is an investment advisory firm operating in Corpus Christi and nearby metros. It caters to the needs of high-net-worth families, many of whom face liquidity events such as the sale of a business or the inheritance of assets. It provides investment management services, including base capital portfolio and investment capital management. The firm's managing partner, J. Ted Oakley, has authored several books about finances and businesses including, "Your Money Mentality" and "You Sold Your Company."

800 North Shoreline Boulevard, Corpus Christi, TX 78401
Corpus Christi, TX 78401

Website(361) 692-1296

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Corpus Christi, TX 78401Corpus Christi, TX 78401

Sovereign Coast Wealth Advisors offers personalized financial services to clients in the Corpus Christi area. Its investment management services include investment options from variable annuities, treasury notes and bills, government securities, IRA accounts, brokerage accounts, trust services, stocks and bonds, and alternative investments. It also offers financial planning services such as retirement plans, college, estate plans, money management, money purchasing plans, profit sharing plans, retirement benefit plans, charitable giving planning, 401(k) planning, and 403(b) planning. Clients have multiple insurance options, including variable annuities, fixed annuities, long term care insurance, life insurance, and disability income insurance.

Corpus Christi, TX 78401Corpus Christi, TX 78401

Website(361) 883-3440

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Corpus Christi, TX 78412Corpus Christi, TX 78412

TorOso Financial Group is a financial services firm with headquarters in Corpus Christi. The firm focuses on using investment management to help clients reach their financial goals. Investments are pulled from a range of stock, IRA account, brokerage account, exchange-traded funds, mutual funds, managed account, and variable annuity options. Clients can receive financial planning solutions that include college plans, retirement plans, tax plans, money purchasing plans, profit sharing plans, estate plans, 401(k) planning, and 403(b) planning. In addition, the firm provides clients with life and long term care insurance options.

Corpus Christi, TX 78412Corpus Christi, TX 78412

Website(361) 238-6527

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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