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Best Financial Advisors in Corpus Christi

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Corpus Christi, TX
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Corpus Christi, TX

Why choose this provider?

Need help contacting a Financial Advisor in Corpus Christi? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

License Verified:

License: 44971

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
800 North Shoreline Boulevard Suite 2200 South, Corpus Christi, TX 78401
  • Certified Financial Planner (CFP)

Why choose this provider?

Oxbow Advisors caters to clients in Corpus Christi. The team of financial advisors helps wealthy families and counsels them on financial matters such as the sale and investment of businesses and asset inheritance. It guides investors through the market's highs and lows, helping them assess their own financial mindsets. Managing partner Ted Oakley has over 40 years of experience and has written books that serve as client guides for over 3,000 businesses. He is also the president and founder of the Advocates for Foster Children Foundation.

License Verified:

License: 156393

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
101 North Shoreline Boulevard, Corpus Christi, TX 78401

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why is it important to acquire insurance products in Corpus Christi?

    Insurance products help secure your future goals and allow you to protect your assets and loved ones. There are different types of insurance products you can choose from, including life, long-term care, and disability. To understand the most suitable insurance plans for you, you are advised to consult a trusted financial advisor in Corpus Christi.

  • How can a financial advisor help you plan your investments in Corpus Christi?

    Planning your investments requires a comprehensive wealth-building strategy that aligns with your financial goals and needs. Getting a financial advisor will help you plan, including designing a diversified portfolio, reviewing your financial objectives, assessing your goals and conditions, and finding investment opportunities. They also provide information and guidance on your investment in Corpus Christi.

  • What are the types of annuities in Corpus Christi for military personnel and veterans?

    In Corpus Christi, military personnel and veterans have access to diverse annuity options for retirement planning. Immediate annuities ensure reliable monthly income, while fixed index annuities combine growth potential with market protection. Structured annuities cater to risk-averse investors, offering growth with limited losses. Variable annuities allow investors to choose subaccounts, varying returns based on performance and carrying higher potential returns but increased risk. Each annuity type serves distinct financial goals and risk preferences.

  • How can financial advisors in Corpus Christi help you manage your educational expenses?

    Financial advisors in Corpus Christi can help you deal with educational costs by allocating and diversifying your investments. They can inform you about how these investments can impact the financial aids that are accessible to you. They also assist with exploring available loans, grants, and scholarships that would help you save educational funds.

  • What is the SEP IRA retirement plan in Corpus Christi?

    SEP IRA, or Simplified Employee Pension IRA, is a retirement plan for businesses that allows employers to contribute to their employee's retirement accounts. The employer determines these contributions based on a fixed percentage of the employee's individual compensation, which can vary annually. Business owners or employers in Corpus Christi can further ask financial advisors to help determine the process of obtaining a SEP IRA.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.