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Best Financial Advisors in Corpus Christi
2020

6 Best Corpus Christi Financial Advisors

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We scored 71 Financial Advisors in Corpus Christi, TX and Picked the Top 6

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.

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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.

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Doraine Wealth Management Group is a financial planning firm serving the Corpus Christi community. The firm has access to a wide range of investment options. They create customized portfolios for clients that draw from stocks, bonds, IRA accounts, treasury bills, treasury notes, government securities, variable annuity, and brokerage accounts. In addition, clients receive a variety of financial planning options, including retirement plans, 401(k) planning, 403(b) planning, tax plans, estate plans, college plans, profit sharing plans, and money purchasing plans. The firm helps clients choose strategic insurance options like life insurance, long term care insurance, and disability income insurance.

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Oxbow Advisors is a financial advisory firm with offices in Austin, Houston, San Antonio, and Corpus Christi. The firm's chief focus is on helping clients reach their financial goals through investment management services. Their first investment stage involves producing a base capital portfolio, a low-risk portfolio that generates enough income to cover day-to-day expenses. The second stage is to use the extra money for investment capital, where clients invest in higher-risk, higher-return companies. Oxbow Advisors was founded by Ted Oakley, a Certified Financial Planner with more than 35 years of experience. The company's Director of Research, Pat Swanson, has been in the investment industry since 1984.

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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.

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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.

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