CF
Coastal Financial on the Island
Diligent, research-driven financial guidance on Padre Island.
5
Business
$$$
Diligent, research-driven financial guidance on Padre Island.
Coastal Financial on the Island in Corpus Christi offers finance services led by Keith Clark. Clients describe him as a diligent financial professional, not a salesman, who relies on thorough research and provides informed recommendations. With competitive management fees, the firm aims to deliver good value for investors who prefer professional guidance over self-management. Located at 14493 S Padre Island Dr Suite H.
No photos available
Professional management of investment portfolios with competitive fees and personalized strategies.
Comprehensive planning services to help clients achieve long-term financial goals and security.
Holistic approach to managing assets, including retirement and estate planning.
Diligent analysis and constructive advice tailored to individual client needs.
Strategies to build and protect funds for a secure retirement future.
Claim Coastal Financial on the Island to update business info, respond to reviews, and access analytics.
Overall rating
Jackie Grunenwald
Adriana Avilas
Mike Mason
Keith Clark is a financial professional, not a salesman. He is diligent in his research and is constructive in making recommendations that might differ from those of a lesser informed client. His management fees are extremely competitive and represent a good return in lieu of self managing our investment funds. I do not hesitate to recommend Keith and his company, Coastal Financial as occasions arise.
