4 Best Gold IRA Investment Companies Near Me in Corpus Christi, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Spotlight Financial
ADDRESS: 802 N Carancahua St Suite 220, Corpus Christi, TX 78401, United States
NUMBER: +1 361-201-7655
SERVICES: Investment Service, Retirement Planning, 401K Rollover, Risk Management, Personal CFO Services and Tax-Efficient Investing
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have had an excellent experience working with Alex and Bob. They have explained complex financial concepts in a way that I can understand and I never feel pressured into decisions. I always know where I stand and feel confident in the strategy we’ve put together. Whether it’s long term invest, retirement planning or just staying on track month to month they’ve been a reliable and knowledgeable. Highly recommend to anyone looking for someone trustworthy, professional and genuinely invested in your financial success. – Kyle Boultinghouse
REVIEW #2 – I have been with Alex Deleon for a long time and now I have moved most of all my money to Alex and Spotlight. I am so impressed in the way he understood my financial goals and needs and created a plan. I have invested with too many financial advisors… Spotlight is the best in putting me in the diverse investments that meet my goal while taking into consideration costs … always looking for the ways to save me money on commissions and costs which I really appreciate. I truly believe that they want to do what is best for me.. not what makes them the most commission .
When Alex told me that he can financially make sure that I can retire at my time goal and at my money goal. My family and I give Alex and Spotlight so much thanks. – Art Boss
REVIEW #3 – I’ve had a great experience working with Alex as my stock broker. He consistently delivers positive results while keeping everything grounded in reality. What stands out most is how clearly he explains the process—he makes complex investment strategies easy to understand and ensures I always have a realistic view of the future and what it takes to achieve my financial goals.
Alex stays in frequent contact, which gives me confidence and keeps me informed every step of the way. He’s helped me feel much more knowledgeable and comfortable with investing overall. I highly recommend him to anyone looking for a reliable, communicative, and results-driven broker. – Daniel Startz
REVIEW #4 – My family has trusted Alex with our retirement and investments for almost a decade. He treats your finances like he treats his own. He is very proactive in staying on top of changes and opportunities that can maximize your financial gains. Although we are in our 60’s and wish we would have found him earlier, he has help us get caught up to the point where we are comfortable to retire worry free. – Janet Lykos
REVIEW #5 – The people at Spotlight Financial have continually given me individual attention. As a recent widow this has been particularly important as decisions have had to be made on where and how to move assets into my name. I am very grateful for their excellent advice throughout this process and I look forward to a continuing successful relationship. – Pat Joyce
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Legamaro Financial Services
ADDRESS: 717 Everhart Rd, Corpus Christi, TX 78411, United States
NUMBER: +1 361-883-9333
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Employed Retirement Plan, Employer Retirement Plans, Financial Planning Services, Insurance And Retirement, Investment Advice, Investment Mangement, Investment Options, Investment Research, Investment Strategies, Pension Plan, Qualified Retirement Plan, Registered Investment Advisor, Retirement Accounts, Retirement Plan Distribution, Retirement Plan Managing, Retirement Savings Plan
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Alex, Tim, Josie, Anna, and the others there at Legamaro Financial Services are great to work with. They are great at financial planning, and have been there for me through thick and thin, especially when I did not trust any financial advisor at all when I first came to them, about 2 1/2 yrs ago. I had much distrust for financial advisors, but I had to trust someone. I gave them a chance, and they have proved to me that I made the right decision in choosing them for financial advisors. I do not believe any other group has done this well. They are all very well-educated, personable people who are there to explain and help. Alex has been a Godsend, and always has an ear to lend when I call with any issues etc… They are not just financial advisors, but as I was reading on some of their other reviews, they are family, and I feel like I am definitely part of it, since I have entrusted them to my financial business. They are always willing to work with me, and help me make good decisions with my finances. I don’t think I have ever been in any better hands than I am in right now. Thank you, Legamaro Financial Services! – Pinkygirl P.
REVIEW #2 – We’ve been with Legamaro Financial Services for two and a half years now and are very pleased with the professional service we’ve received. The whole team, Tim, Alex, Anna and Josie, treat us like family. What impresses us the most is the phone call we receive every 90 days to set up an appointment to re-evaluate our finances, which by the way, are doing very well! We will definitely continue to refer our friends and family to Tim and Alex! – Geles langlois
REVIEW #3 – Legamaro financial services is the only company I would ever trust with my money. They are so quick to answer their phones and help with whatever I need. Their customer service is top tier. You won’t find anyone more qualified to handle your money than them. Anna, Josie, Alex and Tim treat me like family and will go out of their way to make sure I am happy with their services. It’s no wonder that they are voted best financial advisors in Corpus Christi. Thank you for being so trustworthy and honest. – Alyssa W
REVIEW #4 – Very trustworthy team, Tim, Alex, Anna and Josie are. I’ve been with Legamaro Financial Services for two and a half years now and highly recommend their services. They take their time explaining different options and speak in words I can understand. The fact that they just received an award for being one of LPL Financial’s top advisers speaks volumes. I will continue to refer friends and family to them. – Doug
REVIEW #5 – I have utilized Legamaro financial services and was pleased with the professionalism of the staff. Tim, Alex, Anna and Josie all make you feel at ease and comfortable in their office. They answered all questions and took their time in helping me set up the services i was requesting. They provided me with valuable information and advice that helped me make informed decisions about my finances. Overall, I would highly recommend this financial service to anyone in need of expert guidance and assistance with their financial needs. – Bianca Ramirez
Cruger Financial Services
ADDRESS: 800 North Shoreline Boulevard, North Ste 1210, Corpus Christi, TX 78401, United States
NUMBER: +1 361-945-9979
SERVICES: Wealth Management
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Cruger Financial is top notch! Highly recommend them for all your financial planning needs. Travis has a great team with many years of experience. – Robby Nash (Nash Pressure Washing)
REVIEW #2 – Travis and team are so helpful. They were able to help us get a college savings account set up for our son. They also helped us do some retirement forecasting and life insurance planning. They really make you feel understood and listen to what your needs are. Would definitely recommend to anyone who wants a financial person to feel like a friend. – Courtney Gallion Durham
REVIEW #3 – Mr. Cruger is someone that I trust implicitly. He has answered all my questions when planning in terms that were easy to understand. Cruger Financial I would recommend without hesitation to anyone that is looking for financial advice. – Liz Gallagher
REVIEW #4 – Cruger Financial has done a wonderful job with my plan, and they have been so helpful with any questions I have. Highly recommended! – Lauren Harris
REVIEW #5 – I have been working with Travis on several matters professionally, and he and his team are at the very pinnacle of professionalism when it comes to getting it done. Period!!!! – m r hicks
Edward Jones – Financial Advisor: Alan M Krockover, AAMS®
ADDRESS: 5350 S Staples St Ste 324, Corpus Christi, TX 78411, United States
NUMBER: +1 361-264-5954
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Mr Krockover and his team are very responsive, polite, and knowledgeable. If you are interested in making the best decisions for your future financial state, you won’t be disappointed in meeting with this establishment. – april brushe
REVIEW #2 – I have been doing business with Alan since 2015 and so far I have nothing but great things to say about him and the business he is running. He is always honest and blunt when it comes to my questions about investing and he always offers good advice with money. – David Mays
REVIEW #3 – Allen has always been very helpful and taught me a lot about investing and creating a financial portfolio of freedom. – dwight bush
UNFORTUNATE REVIEW – Very rude people. Lady at front desk was so rude, I asked to talk to her manager and she told me he didnt want to talk to me and not to call back. I did call back and he finally answered phone, he himself was very rude. Im thinking they only like white people is the impression I got. – Jesse Alvarez
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