Laguna Wealth Services

Name: Laguna Wealth Services
Address: 2051 Rodd Field Road, Corpus Christi, TX, 78412, US
Telephone: (361) 249-9360
Price range: $$$
Rating: 5

Laguna Wealth Services: Personal, professional financial guidance for lasting peace of mind.

5(4 reviews)

financial-advising

$$$

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About

Laguna Wealth Services is a Corpus Christi finance and consulting firm located at 2051 Rodd Field Rd Suite 200. The firm earns five‑star reviews for professional, personalized planning and safe investment guidance. Clients note staff such as Brian Smith and John Holloway for clear communication, genuine care, and help with complex needs—from POA arrangements to mutual funds and Dave Ramsey planning.

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Location

2051 Rodd Field Rd Suite 200, Corpus Christi, TX 78412, USA

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Information

2051 Rodd Field Road

Corpus Christi, TX, 78412

(361) 249-9360 www.lagunawealthservices.com/

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Services

Personalized Financial Planning

Tailored strategies to help you achieve short-term and long-term financial goals, including retirement and education funding.

Investment Management

Professional management of investment portfolios with a focus on safe, growth-oriented mutual funds and other assets.

Wealth Management

Comprehensive services covering asset allocation, risk management, and financial oversight for individuals and families.

POA and Estate Financial Services

Assistance with power of attorney situations and managing finances for others with care and precision.

Retirement Planning

Expert guidance on retirement accounts, savings strategies, and income planning for a secure future.

Financial Consultation

One-on-one consultations to review current finances, provide education, and develop actionable plans.

Reviews

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