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Legamaro Financial Services
Legamaro Financial Services: Vertrauenswürdige Finanzberatung, die sich wie Familie anfühlt
4.6
Business
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Legamaro Financial Services: Vertrauenswürdige Finanzberatung, die sich wie Familie anfühlt
Legamaro Financial Services, mit Sitz in 717 Everhart Rd, Corpus Christi, TX, bietet Finanzplanung und Beratungsdienstleistungen an. Kunden loben Tim, Alex, Anna und Josie als zuverlässig, professionell und sympathisch, die Kunden wie Familie behandeln. Sie erläutern Optionen klar und bieten proaktive Beratung, einschließlich vierteljährlicher Überprüfungen. Die Bewertungen erwähnen eine Auszeichnung als Top-Berater bei LPL Financial.
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Individuelle Strategien für Ruhestand, Ersparnisse und Vermögensverwaltung, die auf Ihre Ziele zugeschnitten sind.
Portfoliomanagement und Anlageberatung auf Expertenniveau, um Ihr Vermögen zu vermehren und zu schützen.
Geplante Termine alle 90 Tage, um Ihren Finanzplan neu zu bewerten und anzupassen.
Um einen sicheren und komfortablen Ruhestand zu gewährleisten.
Klare Erklärungen und Beratung, die Ihnen helfen, fundierte Entscheidungen über Ihre Finanzen zu treffen.
Gesamtbewertung
Javier Garcia
Apparently Power of Attorney for daughter was not enough. Now we need get a guardianship lawyer! Thank you Alexander Legamaro see you tommorrow with my grandand kids!
Pinkygirl P.
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 !
EMMETT HARRIS
I have done business with Tim and his staff for over 20 years. They are very professional, helpful, and always there for whatever you may need. Thin you have to look long and hard to find a better one in Corpus Christi.
Doug
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.
Geles langlois
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!
Bianca Ramirez
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.
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