Coastal Financial on the Island

Name: Coastal Financial on the Island
Address: 14493 South Padre Island Drive, Corpus Christi, TX, 78418, US
Telephone: (361) 949-3330
Price range: $$$
Rating: 5

Diligent, research-driven financial guidance on Padre Island.

5(3 reviews)

financial-advising

$$$

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About

Coastal Financial on the Island in Corpus Christi offers finance services led by Keith Clark. Clients describe him as a diligent financial professional, not a salesman, who relies on thorough research and provides informed recommendations. With competitive management fees, the firm aims to deliver good value for investors who prefer professional guidance over self-management. Located at 14493 S Padre Island Dr Suite H.

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Location

14493 S Padre Island Dr Suite H, Corpus Christi, TX 78418, USA

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Information

14493 South Padre Island Drive

Corpus Christi, TX, 78418

(361) 949-3330 www.coastalfinancialllc.com/

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Services

Investment Management

Professional management of investment portfolios with competitive fees and personalized strategies.

Financial Planning

Comprehensive planning services to help clients achieve long-term financial goals and security.

Wealth Management

Holistic approach to managing assets, including retirement and estate planning.

Research-Based Recommendations

Diligent analysis and constructive advice tailored to individual client needs.

Retirement Planning

Strategies to build and protect funds for a secure retirement future.

5.00 · 3 reviews

Overall rating

Jackie Grunenwald

via Google

· 2 years ago

Adriana Avilas

via Google

· 2 years ago

Mike Mason

via Google

· 2 years ago

Keith Clark is a financial professional, not a salesman. He is diligent in his research and is constructive in making recommendations that might differ from those of a lesser informed client. His management fees are extremely competitive and represent a good return in lieu of self managing our investment funds. I do not hesitate to recommend Keith and his company, Coastal Financial as occasions arise.

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