LAGUNA WEALTH SERVICES
| Name | LAGUNA WEALTH SERVICES |
|---|---|
| Address | 413 North Tancahua Street, Corpus Christi, TX 78401 |
| Phone | +1-361-249-9360 |
| Email ID | |
| Speciality | Asset Allocation and Monitoring, Life Insurance Policy Review, Social Security, Interactive Goal, Total Portfolio Checkup and Action Plan, Outside 401(K) Advice, Cash Flow/Distribution Report, Retirement Plan Analysis, Beneficiary Review, Capital Gains and College Planning, Regular Performance Reports, Investment Policy Statement & Meeting |
| About | Laguna Wealth Services provides the guidance you require to plan for your financial goals. They consist of a collaborative team of skilled financial planners, hands-on money managers, and dedicated customer service. The firm specializes in wealth management. They will touch base quarterly to review your action plan and portfolio and meet once a year for an in-depth look at your overall financial plan. Their mission is to serve as your family’s financial advisors for life, handling all matters related to managing and preserving your wealth and building your legacy. They apply advanced financial planning techniques to help people prepare for and live well in retirement. Get a comprehensive annual review in addition to other foundational services. |
| Website | |
| MORE DETAILS & REVIEWS | |
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