CORDA Investment Management, LLC
9600 Great Hills Trail, Austin, TX 78759
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
CORDA Investment Management, LLC is a finance institution located at 9600 Great Hills Trail, Austin, Texas, United States. With over 20 years of experience, CORDA provides families with guidance on investment strategies, advice, and financial plans to help them achieve security. The institution offers estate planning services with board-certified attorneys, as well as discounted estate planning documents through partnerships. While third-party ratings and recognition are not a guarantee of future success, CORDA strives to help clients define their ideal investment approach that aligns with their savings goals and future aspirations. With additional locations in Houston, Dallas, San Antonio, Metairie, Broomfield, and Coral Gables, CORDA Investment Management is dedicated to helping clients navigate the complexities of financial planning.
Reviews
"Before I chose CORDA as my financial advisor I pretty much did it by myself. Since hiring them, my stress has gone down, my financial assets have steadily risen, and I have peace of mind that my spouse will have good financial guidance when I'm no longer able to provide it. The company is genuinely friendly and caring. They have earned my trust."
"Excellent financial management company that has helped me reach my financial goal, retire, and enjoy my retirement. Very professional and knowledgeable staff with a conservative, steady approach to building your portfolio. I feel very confident about my finances with CORDA managing my money."
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