Laurels

Best Financial Advisors in Corpus Christi
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Corpus Christi Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 71 45 6

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

BFS Advisors, LLC

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 78411

Website

Sovereign Coast Wealth Advisors LLC

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 78401

Website

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