Best Financial Advisors in Corsicana, TX

We did the hard work of finding trustworthy partners in Corsicana, TX. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Corsicana, TX Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 1465 W 2nd Ave #120, Corsicana, TX 75110, USA
Phone (903) 874-8228
Directions
generic_business-71
Global Wealth Advisors
Location 500 W 3rd Ave STE 3, Corsicana, TX 75110, USA
Phone (903) 874-6576
Directions
generic_business-71
Edward Jones - Financial Advisor: Hayden G Grounds
Location 200 N 13th St Suite 102, Corsicana, TX 75110, USA
Phone (903) 872-0948
Directions
generic_business-71
Toledo Finance
5 out of 5
Location 508 N Main St, Corsicana, TX 75110, USA
Phone (903) 874-8301
Directions
generic_business-71
Security Finance
Location 208 S Beaton St, Corsicana, TX 75110, USA
Phone (903) 874-3716
Directions
Financial Advisors in Corsicana, TX

Where Certified Financial Advisors in Corsicana, TX Serve

Corsicana, TX is a bustling city located in Navarro County, Texas. It is home to a plethora of landmarks, including the Corsicana Opry and Event Center, the Corsicana Public Library, and the Pearce Museum at Navarro College. The city is also known for its top employers, such as Navarro College, Corsicana ISD, and Collin Street Bakery. Major highways and streets in the area include Interstate 45, State Highway 31, and West 7th Avenue. Corsicana is made up of several unique neighborhoods, each with its own charm and character, such as the historic downtown district, the Corsicana Country Club area, and the Corsicana Heights neighborhood. With its rich history, diverse culture, and thriving economy, Corsicana is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Corsicana, TX could benefit from the expertise of a financial advisor in a number of ways. For one, with the city's median household income falling below the national average, many residents may struggle to save for retirement or other long-term financial goals. A financial advisor could help them create a budget and savings plan to achieve their goals. Additionally, Corsicana has a high poverty rate, which means many residents may need help navigating government assistance programs or finding ways to stretch their limited income. A financial advisor could provide guidance on managing debt and improving credit scores, which could help residents access more affordable credit and loans. Overall, a financial advisor could be a valuable resource for Corsicana residents looking to improve their financial well-being and achieve their goals.

Insurance Broker

Residents of Corsicana, TX can benefit from the services of an insurance broker in a variety of ways. For instance, an insurance broker can help residents select the best coverage options for their unique needs, whether that be for home, auto, or health insurance. Corsicana, TX is a town that is prone to natural disasters such as tornadoes and floods, so an insurance broker can provide valuable guidance on how to protect against these risks. Additionally, an insurance broker can help residents navigate the complex world of insurance policies and claims, ensuring that they receive fair compensation in the event of an accident or loss. By working with an insurance broker, residents of Corsicana, TX can have peace of mind knowing that they are adequately protected and prepared for whatever life may bring.

Retirement Planning

Residents of Corsicana, TX could benefit greatly from the assistance of a retirement planner. One of the most common ways a retirement planner could help is by providing guidance on how to maximize Social Security benefits. This is particularly important in Corsicana, where the median household income is lower than the national average. A retirement planner could also help residents navigate the complex world of retirement savings options, such as 401(k) plans and IRAs, and develop a personalized plan for achieving their financial goals. Additionally, a retirement planner could offer advice on healthcare costs and long-term care planning, which can be especially important for seniors living in a rural area like Corsicana. Overall, a retirement planner could provide valuable support and peace of mind for residents of Corsicana as they plan for their golden years.

Wealth Management

Residents of Corsicana, TX can benefit from a wealth manager in several ways. Firstly, a wealth manager can help them manage their finances and create a plan to achieve their financial goals, whether it's saving for retirement or buying a home. Secondly, a wealth manager can help residents of Corsicana, TX navigate the complex world of investments and make informed decisions about where to put their money. Additionally, a wealth manager can provide tax planning advice, which is especially important in a state like Texas, where there is no state income tax but high property taxes. Overall, a wealth manager can provide valuable guidance and support to help residents of Corsicana, TX achieve financial stability and security.

Mortgage Loan Officer

Residents of Corsicana, TX can benefit greatly from the services of a mortgage loan officer. With the city's growing population and increasing demand for housing, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan. In particular, they can help residents find the best interest rates and loan options that fit their unique financial situation. Additionally, a mortgage loan officer can provide guidance on the various programs available to first-time homebuyers in Corsicana, TX, such as the Texas State Affordable Housing Corporation's Home Sweet Texas program. They can also assist with refinancing existing mortgages, which can help residents save money on their monthly payments and reduce their overall debt. Overall, a mortgage loan officer can be an invaluable resource for residents of Corsicana, TX looking to achieve their dream of homeownership.

Tax Services

Residents of Corsicana, TX can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to navigate the complex tax laws and regulations in the state of Texas. In Corsicana, many residents may be self-employed or work in industries that require specialized tax knowledge, such as oil and gas. A tax advisor can help these individuals maximize their deductions and minimize their tax liability, ensuring they are in compliance with all state and federal tax laws. Additionally, Corsicana is home to a large retired population, and a tax advisor can help these individuals with estate planning and ensuring they are taking advantage of all available tax breaks. Overall, a tax advisor can provide invaluable assistance to residents of Corsicana, TX, helping them to achieve financial stability and peace of mind.

Estate Planning Lawyer

Residents of Corsicana, TX can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Corsicana, a city known for its rich history and vibrant culture, where many residents have strong ties to their community and want to ensure that their assets are used to support local causes. Additionally, an estate planning lawyer can help residents minimize taxes and avoid probate, which can save their loved ones time and money in the long run. Overall, working with an estate planning lawyer is an important step in ensuring that residents of Corsicana can leave a lasting legacy and support the people and causes that are important to them.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Corsicana, TX