Oak Tree Wealth Management

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Thrivent Financial in Corpus Christi, TX, provides personalized financial planning services to help clients align their financial goals with their values. Their experienced financial advisors work closely with individuals to create actionable plans for budgeting, saving, investing, and retirement. Committed to community support, Thrivent encourages generosity among its clients, having raised significant funds and logged millions of volunteer hours to address local needs. The company emphasizes a collaborative approach, offering ongoing guidance to adapt financial strategies as life circumstances evolve. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Heart of Texas Associates is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Corpus Christi, TX make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.