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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.
License: 44971
Investment Adviser Public Disclosure Database, SEC
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: 44971
Investment Adviser Public Disclosure Database, SEC
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.
License: 156393
Investment Adviser Public Disclosure Database, SEC
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: 156393
Investment Adviser Public Disclosure Database, SEC
