"Chris is very positive and proactive. He works to discover your goals and areas of concern and offers solutions to fit. He is easy to work with and keeps you updated on where your accounts stand. He looks for solutions appropriate to your situation. Chris listens, helps you quantify your goals and offers solutions within the LPL portfolio. His attention to helping you manage your account and keeping in touch to an appropriate level. he is easy to work with and helps you find solutions that fit your goals while avoiding your areas of concern."

-Richard C.

"Our experience in working with Chris has been exceptional. From start to finish, planning and execution, Chris has listened to our goals, our values, and has helped us setup and follow a financial plan that works for us. Listening to what is important to us, designing a portfolio that reflects our retirement goals and values, and organizing planning tools and communications in a way that keeps us involved but also free to not worry about our plan. He has made a substantial difference in the way we planned for and live in retirement. He may be the right fit for you too. Consistency, innovative, great communications. Yes, if I felt they were in a position to work with this level of financial planning."

Theresa P.

"My experience working with Chris Corcoran has been excellent. We’ve known each other since 2010 and followed him as Chris progressed through investment firms to his current Memorial Financials Advisors relation including the backing of the LPL financial platform. I value Chris’ expert advice accompanied by his friendly and client focused approach. I enjoy conversing with Chris about financial topics as well as current affairs. Chris is very accessible and he does a great job in following up and touching base. Certainly, I’ve benefited greatly by his advice. Give it a try to connect with Chris and you’ll find him a good potential financial advisor. Expert advice coupled with personal and friendly relationship and excellent service and support. His follow up is tops. I always feel I can access Chris via texting messages as well as telephone calls which is very helpful since I live in the Texas Hill Country. I recommend highly considering and working with Chris Corcoran. His clear and direct approach coupled with financial acumen leads to customized advice to establish a successful investing strategy."

-Ricardo T.

"Chris has been a useful resource assisting us as we navigate our retirement journey. Our relationship began several years before retirement, and has continued for almost 20 years. He is an excellent listener, and helps us understand the many aspects of managing our lifetime savings. Chris has a calm approach to educating us on the risks and opportunities of the investing world. He understands when we need guidance, and he does not hesitate if we are considering less than ideal choices. I consider myself to be financially conservative but on my own I have made some questionable moves that resulted in poor outcomes. Rather than focus on the fees for services provided, consider the value of knowing someone is closely monitoring the market conditions, and managing investments to maintain your long term financial health. Chris has proven that he understands the type and amount of support we need and want. He is there when we need help or have questions, and has never offered unnecessary advice or services. Chris is a perfect fit for someone who doesn't was to spend lots of time and energy understanding markets and investment options. Chris has shown us strategies that I would never have thought of, let alone be capable of implementing on my own. I think Chris is a valuable resource for anyone who is preparing for retirement or retired and looking to enjoy life without working to manage your investments."

-Tom A.

“We are grateful to have found Chris. My brother told us about Chris and the excellent care he had taken with their life savings. We find him to be experienced, honest, knowledgeable, personable and very easy to communicate with. He has a way of discussing financial matters that is clear and easy to understand; he never talks down to us or over our heads and is always willing to explain further. We have come to the stage of life where we are withdrawing part of our portfolio as income. When Chris calls, we know that the conversation will be about more than money. He knows about our family members (and not just the ones he serves) and asks about them. We often hear about his two children and whatever is going on in his family. He discusses current events and how they might impact the economy. I never know where the discussions will go, but they are always informational and interesting. Chris is careful, thoughtful and conservative. Above all, Chris is trustworthy and honest. Bill and I would highly recommend Chris to someone looking for an honest, knowledgeable, experienced broker whose client's financial health is foremost to him. He has demonstrated good judgment, vast knowledge of the financial field and how it works and trustworthiness. Plus he's very easy to work with.” 

-Bill & Kathy R.

“My wife and I have been working with Chris for over 20 years, and he has been an invaluable partner in our financial journey. We first started with him while I was still employed, and from the beginning, Chris helped us build a solid retirement plan through thoughtful investment strategies and smart tax planning.

His wise management of our investments and proactive tax strategies was a game-changer for us.

Since retirement, Chris has continued to manage our portfolio with care and has always taken the time to thoroughly discuss investment options, financial priorities, and our long-term goals. He is exceptionally personable, genuinely cares about his clients, and makes us feel like more than just another account. Chris also coordinates closely with our tax accountant.

We highly recommend Chris to anyone seeking a knowledgeable advisor who puts their clients first. We’ve referred him to several friends and family members over the years, and they have all been grateful for his service.”

– David R.