Top Professionals
Coastal Financial on the Island
Coastal Financial is an independent, full-service investment firm based in the Coastal Bend region, dedicated to building financial wealth and management for its clients. The company emphasizes a personalized approach, working closely with clients to understand their unique investment goals, whether...Read More
Corpus Christi Financial Group
Corpus Christi Financial Group is a financial advisory firm focused on helping clients achieve financial freedom through personalized and collaborative financial planning. The company emphasizes understanding each client's unique values, goals, and vision for retirement to develop tailored strategie...Read More
Edward Jones - Financial Advisor: Laurelyn Pohlmeier, CFP®|CEPA®
Edward Jones is a financial services firm dedicated to providing personalized investment advice and wealth management solutions to individual investors and small businesses. The company focuses on building long-term relationships with clients by offering tailored financial strategies that align with...Read More
Equitable Advisors | Private Wealth Group
The Private Wealth Group, in alliance with Equitable Advisors LLC, is a team of industry-recognized financial professionals dedicated to providing strategic planning services for privately held businesses, families, and Texas educators. The company offers comprehensive financial planning including b...Read More
Kingman Wealth Financial
Kingman Wealth Management is an independent retirement income planning firm serving individuals, families, and estates with a focus on creating safer, smarter, and simpler retirement plans. The company specializes in helping clients preserve their capital, position assets for lifetime income, and pr...Read More
Legamaro Financial Services
Legamaro Financial Services is a financial advisory firm based in Corpus Christi, Texas, providing investment management, insurance, and retirement planning services. The company is dedicated to offering personalized financial guidance and support to clients, especially during uncertain times, empha...Read More
Merrill Lynch Wealth Management
ML Advisors is a financial advisory service that provides personalized wealth management and financial planning solutions. The company focuses on helping clients achieve their financial goals through tailored investment strategies, retirement planning, estate planning, and risk management. ML Adviso...Read More
New Chapter Financial Solutions LLC
New Chapter Financial Solutions is a tax preparation and financial services company focused on providing fast, easy, and affordable tax preparation services. The company prioritizes maximizing clients' tax refunds by leveraging expert knowledge of the latest tax laws and changes. New Chapter Financi...Read More
Stonewater Wealth Management Inc.
Stonewater Wealth is a financial advisory firm based in Corpus Christi, Texas, dedicated to helping clients reach their financial goals and create the life they want through comprehensive wealth management and financial strategies. The company offers a range of services including estate and retireme...Read More