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Corpus Christi, TXCorpus Christi, TX
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
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
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
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
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
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
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
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