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Edward Jones - Financial Advisor: Ricky Serna Jr, CFP® - Corpus Christi (TX)

Address: 🏡 401 N Chaparral St Ste A, Corpus Christi, TX 78401, USA
Phone : +1 (361) 992-9618
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJj-blYc_1aIYRq5EJujWrpgw
#Texas

Edward Jones - Financial Advisor: Ruben W Hope IV - Richmond

Chase Wolf Ruben helped me understand and grow my 401k, he also helped me set up accounts for my children’s college education which we are very pleased with. 10/10!
5 /5

Check `n Go - Seguin

Yvonne Garcia I came in to day and Susan welcome, me she walk me through the process and made me feel comfortable with which decision was best for me . Thank you Susan for all your help!!
5 /5
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Belonging Wealth Management - Fiduciary Financial Advisor - Longview

K Doggett Brandon and Den were great in helping my wife and me create a retirement plan. They helped us compare several different scenarios and detailed the pros and cons of each. We look forward to working with them again in the future.
5 /5

Tuyyo Planning Group, LLC - Austin

Ivan Fuentes Luis has been an amazing partner, guiding our way from the initial planning and throughout the ups and downs that life unexpectedly brings. He is a true fiduciary who has our familys best interest at heart, and always provides a well-rounded recommendation based on both quantitative and qualitative factors. I highly recommend working with Luis and the Tuyyo Planning Group, to anyone who is looking for financial guidance that is aligned with your familys values and best interests.
5 /5

Simmons Bank - Comanche

Donna Grayson Friendly hometown bank. Very professional and comfortable at the same time.
5 /5

New Chapter Financial Solutions LLC - Corpus Christi

Bridgett Luna First i want to start off by saying these ladies are amazing.With work and daily hustle and bustle of today finding time to do taxes is a nightmare.Nastassia and Marquita have made filing my taxes such a comfortable thing to do making it go virtual and uploading through links has made tax season so much easier. These ladies dedicate their time and effort to do it all and I appreciate you all more than yall know . Second year and counting trust and believe the outcome is always better than you expect .Thanks again ladies you rock in every way possible !!
5 /5