Wealth Management in Corsicana, TX

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List of Firms

Corsicana, TX Wealth Management Firms

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WWA Integrated Wealth Strategy Group
5 out of 5
Location 110 Park Pl Blvd Suite 101, Waxahachie, TX 75165, USA
Phone (972) 937-9300
Directions
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Global Wealth Advisors
Location 500 W 3rd Ave STE 3, Corsicana, TX 75110, USA
Phone (903) 874-6576
Directions
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Chase Bank
3 out of 5
Location 101 N Beaton St, Corsicana, TX 75110, USA
Phone (903) 874-5661
Directions
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Eontes
Location 200 N 13th St, Corsicana, TX 75110, USA
Phone (903) 602-5151
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 133 Chieftain Dr, Waxahachie, TX 75165, USA
Phone (972) 923-2766
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Wealth Management in Corsicana, TX

Where Wealth Management Advisors in Corsicana, TX Serve

Corsicana, TX is a charming city located in Navarro County, Texas. It is known for its rich history, beautiful landmarks, and top employers. One of the most famous landmarks in Corsicana is the Collin Street Bakery, which has been serving delicious fruitcakes since 1896. Another notable landmark is the Navarro County Courthouse, a stunning historic building that was built in 1905. The top employers in Corsicana include the Navarro College, Corsicana ISD, and the Corsicana Daily Sun. These organizations provide employment opportunities for many residents in the city. Additionally, Corsicana is home to a variety of small businesses, including boutiques, restaurants, and coffee shops. Major highways that run through Corsicana include Interstate 45 and State Highway 31. These highways provide easy access to nearby cities and towns, making Corsicana a convenient location for commuters and travelers.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents in Corsicana, TX could benefit from a bank in numerous ways. Firstly, a bank in Corsicana could offer financial services such as savings accounts, checking accounts, and loans to help residents manage their finances. Additionally, a bank could provide investment opportunities to help residents grow their wealth. Corsicana is known for its agriculture industry, and a bank could offer specialized loans and financial products to support farmers and ranchers in the area. Furthermore, a bank could provide financial education to residents to help them make informed decisions about their money. With the recent growth and development in Corsicana, a bank could also offer business loans and services to support the local economy. Overall, a bank in Corsicana could provide essential financial services and support to help residents achieve their financial goals.

Insurance Broker

Residents of Corsicana, TX can benefit greatly from the services of an insurance broker. With its diverse economy that includes oil and gas production, manufacturing, and agriculture, the city is home to many small business owners and farmers who need specialized insurance coverage. An insurance broker can help these individuals navigate the complex insurance market and find the right policies to protect their assets and livelihoods. Additionally, Corsicana is located in a region of Texas that is prone to severe weather, including tornadoes and hailstorms. An insurance broker can help residents understand their coverage options and ensure they are adequately protected against these natural disasters. Overall, an insurance broker can provide valuable guidance and support to residents of Corsicana, helping them to secure their financial future and protect their families and businesses.

Retirement Planning

Residents of Corsicana, TX could benefit greatly from the services of a retirement planner. Specifically, Corsicana is a small town with a population of just over 23,000 people, many of whom may not have extensive knowledge or experience in retirement planning. A retirement planner could help these residents by creating personalized retirement plans that take into account their unique financial situations and goals. This could include strategies for maximizing social security benefits, managing investments, and creating a sustainable income stream during retirement. Additionally, a retirement planner could provide guidance on healthcare costs, which can be a significant expense for retirees in Corsicana and throughout the country. With the help of a retirement planner, residents of Corsicana could feel more confident and prepared for their financial future, allowing them to enjoy their retirement years to the fullest.

Financial Advisor

Residents of Corsicana, TX could benefit greatly from the assistance of a financial advisor. With a population of just over 23,000 people, Corsicana is a small city with a strong economy driven by manufacturing, healthcare, and education. A financial advisor could help residents navigate the complexities of investment strategies, retirement planning, and tax optimization, all while taking into account the unique financial challenges faced by those living in a small city. For example, Corsicana residents may have limited access to certain financial products and services that are more readily available in larger cities. Additionally, the city's proximity to Dallas-Fort Worth may impact investment decisions, as residents may be influenced by the larger metropolitan area's economic trends. A financial advisor could provide valuable guidance to help residents make informed decisions and achieve their financial goals.

Mortgage Loan Officer

Residents of Corsicana, TX could benefit from the expertise of a mortgage loan officer in several ways. Given that Corsicana is a city with a population of approximately 23,000 people, many residents may require assistance in securing a mortgage loan to purchase a home. A mortgage loan officer could help residents navigate the complex process of obtaining a mortgage loan, including assessing their creditworthiness, determining the best loan product for their needs, and assisting with the application process. Additionally, given that Corsicana is located in Navarro County, which has a median household income of $44,000, many residents may require guidance on how to secure a mortgage loan with a low down payment or low credit score. A knowledgeable mortgage loan officer could help these residents explore their options and find a loan product that meets their needs.

Tax Services

Residents of Corsicana, TX could greatly benefit from the services of a tax advisor in a multitude of ways. For starters, a tax advisor could assist with navigating the complex tax laws and regulations specific to Texas, which can often be confusing and overwhelming for the average citizen. Additionally, Corsicana residents could receive guidance on maximizing deductions and minimizing tax liabilities, which could lead to significant savings come tax time. Furthermore, a tax advisor could provide valuable advice on estate planning and retirement planning, both of which are important considerations for residents of Corsicana, a city with a median age of 36 and a significant percentage of retirees. With the help of a tax advisor, Corsicana residents could rest assured that their financial affairs are in order and that they are making the most of their hard-earned money.

Estate Planning Lawyer

Residents of Corsicana, TX can benefit greatly from the services of an estate planning lawyer. Estate planning lawyers can assist Corsicana residents in creating a well-drafted and legally binding will, trust, or power of attorney. These legal documents can help ensure that an individual's assets are distributed according to their wishes, and that their loved ones are taken care of after they pass away. Additionally, an estate planning lawyer can help Corsicana residents navigate the complex laws surrounding estate taxes and probate, which can be particularly challenging in Texas. With their expertise and guidance, estate planning lawyers can help Corsicana residents protect their assets and ensure that their legacy is preserved for future generations.

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