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Legamaro Financial Services
Trusted Financial Planning That Treats You Like Family
5(5 reviews)
Business
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Trusted Financial Planning That Treats You Like Family
Legamaro Financial Services is a premier financial advisory firm in Corpus Christi, TX, dedicated to providing personalized financial planning and investment management. Our team, including Tim, Alex, Anna, and Josie, builds lasting relationships with clients, offering expert guidance with a family-like approach. We specialize in helping individuals and families achieve their financial goals through comprehensive strategies, regular reviews, and transparent communication. Voted among LPL Financial's top advisers, we pride ourselves on trust, education, and exceptional customer service.
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Customized strategies for retirement, savings, and wealth management tailored to your goals.
Expert portfolio management and investment advice to grow and protect your assets.
Scheduled appointments every 90 days to re-evaluate and adjust your financial plan.
Comprehensive planning to ensure a secure and comfortable retirement.
Clear explanations and advice to help you make informed decisions about your finances.
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 !
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.
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!
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.
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.
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