Best Financial Advisors in Karnes County, TX

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List of Firms

Karnes County, TX Fiduciary Financial Advisors

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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 331 N Sunset Strip St, Kenedy, TX 78119, USA
Phone (830) 583-2593
Directions
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Edward Jones - Financial Advisor: Kirk J McClellan
5 out of 5
Location 605 E Broadway St, Cuero, TX 77954, USA
Phone (361) 275-9702
Directions
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Edward Jones - Financial Advisor: Lane D Talbert, AAMS™
Location 207 W Chihuahua St Suite 105, La Vernia, TX 78121, USA
Phone (830) 779-2401
Directions
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Edward Jones - Financial Advisor: Alex W Webster
5 out of 5
Location 624 St Paul St Suite A, Gonzales, TX 78629, USA
Phone (830) 672-8606
Directions
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Edward Jones - Financial Advisor: Tyler J McClellan, AAMS™
Location 202 E Main St, Cuero, TX 77954, USA
Phone (361) 275-8241
Directions
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Coverage Solutions
Location 1810 Standish St ste c, Floresville, TX 78114, USA
Phone (830) 216-1008
Directions
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Texas Farm Bureau Insurance Company
5 out of 5
Location 115 W Calvert Ave, Karnes City, TX 78118, USA
Phone (830) 780-2471
Directions
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Edward Jones - Financial Advisor: Willie Nelson
5 out of 5
Location 236 S Commercial St Ste A, Goliad, TX 77963, USA
Phone (361) 645-3546
Directions
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Edward Jones - Financial Advisor: Cliff Foulds, AAMS™
4 out of 5
Location 1431 E Broadway St Ste G, Cuero, TX 77954, USA
Phone (361) 275-9205
Directions
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Yvonne Morris Financial Planning
Location 113 E Calvert, Karnes City, TX 78118, USA
Phone (830) 780-4474
Directions
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Karnes County Farm Bureau Insurance
5 out of 5
Location 115 W Calvert Ave, Karnes City, TX 78118, USA
Phone (830) 780-2471
Directions
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Merrill Lynch Wealth Management
Location 328 W Main St, Kenedy, TX 78119, USA
Phone (830) 583-0873
Directions
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Edward Jones - Financial Advisor: Nick LaBarbera, AAMS™
5 out of 5
Location 8920 US Hwy 87 E Suite #4, San Antonio, TX 78263, USA
Phone (210) 648-0240
Directions
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First Command Financial Advisor - Savannah Forster
Location 1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX 78218, USA
Phone (210) 824-9894
Directions
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Scott Financial Services, Inc.
5 out of 5
Location 118 E Main St, Cuero, TX 77954, USA
Phone (361) 524-5416
Directions
Financial Advisors in Karnes County, TX

Where Certified Financial Advisors in Karnes County, TX Serve

Karnes County, located in the heart of Texas, is a scenic and vibrant community filled with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Karnes County Courthouse, which dates back to 1894, to the stunning Choke Canyon State Park, which boasts over 26,000 acres of natural beauty, there is no shortage of things to see and do in this charming county. As for top employers, Karnes County is home to a diverse array of businesses, ranging from oil and gas companies like Marathon Oil and EOG Resources, to healthcare providers such as the Karnes County Hospital District. Major highways and streets, including US-181 and State Highway 123, provide easy access to nearby cities like San Antonio and Corpus Christi.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Karnes County, TX can benefit from the expertise of a financial advisor in several ways. One of the most significant is in creating a budget that is tailored to their unique circumstances. With a median household income of $49,000, Karnes County residents may need help managing their finances to make ends meet. A financial advisor can help them prioritize expenses and set financial goals that are achievable. Additionally, with a high poverty rate of 17.7%, residents may need guidance on how to save for emergencies and plan for retirement. A financial advisor can help them create a comprehensive financial plan that takes into account their current situation and future goals. By working with a financial advisor, residents of Karnes County can gain the knowledge and tools they need to achieve financial stability and security.

Insurance Broker

Residents of Karnes County, TX can benefit greatly from the services of an insurance broker. With a population of just over 15,000 people, the county is largely rural and relies heavily on agriculture and oil and gas production. An insurance broker can help residents navigate the unique risks associated with these industries, such as crop damage or oil rig accidents. Additionally, the county has a large Hispanic population, and an insurance broker can assist with language barriers and cultural differences when it comes to selecting and understanding insurance policies. Overall, an insurance broker can provide valuable guidance and support to the residents of Karnes County, TX in protecting their assets and livelihoods.

Retirement Planning

Residents of Karnes County, TX would greatly benefit from the services of a retirement planner. With a population of just over 14,000, many residents in this rural county may not have access to the same level of financial resources and information as those in larger metropolitan areas. A retirement planner can help residents navigate the complexities of retirement planning, including creating a budget, developing a savings plan, and identifying investment opportunities. Additionally, given the county's significant oil and gas industry, a retirement planner can provide specialized knowledge on how to manage retirement savings in an industry that can be volatile and unpredictable. Overall, a retirement planner can provide valuable guidance and support to residents of Karnes County as they plan for their future.

Wealth Management

Residents of Karnes County, TX could benefit from the services of a wealth manager in several ways. One of the most common ways is by creating a comprehensive financial plan that takes into account their unique circumstances, such as the prevalence of the oil and gas industry in the area. A wealth manager can help residents navigate the ups and downs of this volatile industry and make informed decisions about their investments. Additionally, a wealth manager can provide guidance on retirement planning, tax planning, and estate planning, which are all critical components of a sound financial strategy. With the help of a wealth manager, residents of Karnes County can feel more confident about their financial future and better equipped to achieve their long-term goals.

Mortgage Loan Officer

Residents of Karnes County, TX may benefit from the services of a mortgage loan officer in a number of ways. For instance, a loan officer can help residents navigate the often complex process of securing a mortgage, providing guidance on everything from credit scores and down payment requirements to interest rates and loan terms. Additionally, a loan officer can help residents identify the best mortgage options for their unique financial situation, whether they are first-time homebuyers or looking to refinance an existing mortgage. In a county like Karnes, where the median household income is below the national average, the expertise of a loan officer can be particularly valuable in helping residents achieve their dream of homeownership.

Tax Services

Residents of Karnes County, 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. This is especially important for residents of Karnes County, which is known for its strong oil and gas industry. A tax advisor can help residents understand the tax implications of their industry-related income and investments. Additionally, a tax advisor can provide advice on how to maximize deductions and credits, which can help residents save money on their taxes. Overall, a tax advisor can provide valuable assistance to residents of Karnes County in managing their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Karnes County, TX can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Karnes County, where many families have deep roots in the area and want to ensure that their property and belongings stay within the family. An estate planning lawyer can also assist with setting up trusts, creating advance directives for medical care, and minimizing tax liabilities. With the help of an experienced estate planning lawyer, residents of Karnes County can have peace of mind knowing that their loved ones will be taken care of and their assets will be protected.

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