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Best Financial Advisors in San Antonio

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San Antonio, TXSan Antonio, TX

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

San Antonio, TXSan Antonio, TX

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1777 NE Loop 410 Suite 200, San Antonio, TX 78217
San Antonio, TX 78217
  • Certified Financial Planner (CFP)

1900 Wealth is an independent and locally owned company. It has been creating customized asset management programs for high-net-worth individuals and families in San Antonio and the neighboring communities since 1946. It provides investment management, family education governance, consulting, charitable gifting, and advisory services. It also helps people build their investment portfolios through iDirect™, a self-guided online solution to make institutional intelligent portfolios accessible. Jefferson Bank owns 1900 Wealth, a Registered Investment Adviser with the Securities and Exchange Commission.

1777 NE Loop 410 Suite 200, San Antonio, TX 78217
San Antonio, TX 78217

Website(210) 736-7770

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

242 West Sunset Road, San Antonio, TX 78209
San Antonio, TX 78209
  • Estate Planning

AC Financial is a financial planning and investment management company that serves clients in San Antonio. It helps clients with various areas, such as retirement, education, insurance, and investment planning. The company likewise guides clients on tax strategy. It educates them on income tax, capital gains tax, and federal income tax. It also offers estate planning, strategic asset management, and risk management solutions. The company's owner, Albert Cavazos, has over 30 years of experience as a financial advisor.

242 West Sunset Road, San Antonio, TX 78209
San Antonio, TX 78209

Website(210) 231-0456

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

1415 E Blanco Rd #8, Boerne, TX 78006
Boerne, TX 78006
  • Certified Financial Planner (CFP)

Advisor Logistics helps clients in the San Antonio metro create plans to reach their financial goals. It provides portfolio management and implementation services using customized financial software and proprietary analysis tools. The company monitors each client's portfolio to determine their trading needs, such as variance analytics, cash management, and multi-style rebalancing. Brett Wheeler, the founder and managing member of Advisor Logistics, is a Certified Financial Planner and has more than a decade of experience in personal wealth and portfolio management.

1415 E Blanco Rd #8, Boerne, TX 78006
Boerne, TX 78006

Website(210) 446-8939

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San Antonio, TX 78213San Antonio, TX 78213
  • Certified Financial Planner (CFP)

Alamo Insurance and Wealth Management is a state-registered investment advisory firm in San Antonio. The team provides unbiased opinions designed to attain the best possible results, and the areas of focus include asset allocation, retirement planning, and life insurance. Alamo Insurance and Wealth Management shares helpful information through its website, and clients can download for free the white paper, “The Challenges in Achieving Financial Security.”

San Antonio, TX 78213San Antonio, TX 78213

Website(210) 569-7300

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400 N Loop 1604 E, Suite 280, San Antonio, TX 78232
San Antonio, TX 78232
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Arrow Wealth Advisors serves residents in San Antonio. Its financial planning work helps clients understand monetary arrangements, cash flows, and commercial goals. Investment management is offered, which assists clients with asset allocation recommendations, funding monitoring and selection, and portfolio rebalancing and tax-efficient investing. Its advisors also conduct asset class investing for clients' portfolios to gauge financial goals that are backed by academic and scientific research. President Daniel L. Seltzer has a Master's degree in Financial Planning. He also has a CFP designation.

400 N Loop 1604 E, Suite 280, San Antonio, TX 78232
San Antonio, TX 78232

Website(210) 541-9967

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

17806 West Interstate 10, San Antonio, TX 78257
San Antonio, TX 78257
  • Certified Financial Planner (CFP)

Avid Wealth Partners assists individuals in San Antonio in accomplishing their financial planning and wealth management goals. The advisory firm conducts initial discussions to understand clients' needs, creates detailed analyses from gathered financial data, and develops plans from recommended courses of action. Its professionals use an integrated approach to address issues pertaining to retirement, insurance, investments, and finances. Eric Kala, the company CEO, holds multiple designations, including the titles Chartered Financial Consultant, Certified Investment Management Analyst, and Chartered Retirement Plans Specialist.

17806 West Interstate 10, San Antonio, TX 78257
San Antonio, TX 78257

Website(866) -92-2-AV

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

543 Tranquil Oak, San Antonio, TX 78260
San Antonio, TX 78260
Instagram
  • Retirement Planning

Chris Reddick Financial Planning is an advisory firm operating in San Antonio. It assists clients across the country with their investment and retirement, college funds and student loans, and comprehensive financial plans. The collaborative process includes an initial consultation to determine the client's personal and financial circumstances. Ongoing aid and advice are available throughout the transitions of the plan. The firm's owner, Chris Reddick, is a Certified Financial Planner with 11 years of experience. He has authored numerous educational books and articles.

543 Tranquil Oak, San Antonio, TX 78260
San Antonio, TX 78260

InstagramWebsite(210) 218-8040

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

19230 Stone Oak Parkway, San Antonio, TX 78258
San Antonio, TX 78258
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Client Centric Wealth Management is a financial advisory firm operating in San Antonio. It offers a wide range of services including wealth management, cash flow planning, risk management, tax planning, and estate planning. The process includes developing customized strategies, implementing the financial plan, and monitoring it. The firm's founding partner, Eric Paul Zeitler, is a private wealth manager who has been helping clients in managing their assets and reaching their goals for over 20 years.

19230 Stone Oak Parkway, San Antonio, TX 78258
San Antonio, TX 78258

Website(866) 378-4470

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

16170 Jones Maltsberger Road, San Antonio, TX 78247
San Antonio, TX 78247
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Clipper Wealth Management LLC is owned by Scott Cash Thompson, who is a Certified Financial Planner who manages the wealth of high-net-worth individuals. He also worked for a large wirehouse brokerage firm before opening his own firm. Clipper Wealth Management LLC is a full-service independent financial planning firm serving the San Antonio area. It provides money management, retirement planning, tax planning, and estate planning. The firm also offers insurance products, such as disability income insurance, life insurance, and individual health insurance.

16170 Jones Maltsberger Road, San Antonio, TX 78247
San Antonio, TX 78247

Website(210) 491-2319

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: A

1130 East Sonterra Boulevard, San Antonio, TX 78258
San Antonio, TX 78258
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Established in 2013, Cornermen Financial is a boutique financial services firm that caters to clients in the San Antonio area. The firm specializes in personalized financial and retirement planning and strategic investments. Its advisors assist clients by defining their financial objectives and formulating plans to help them achieve their goals. Its president, Jay Howard, started his career as a financial advisor in 2005. He is a Financial Services Specialist and has earned the Certification in Long-Term Care.

1130 East Sonterra Boulevard, San Antonio, TX 78258
San Antonio, TX 78258

Website(210) 702-3961

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4372 North Loop 1604 West, Shavano Park, TX 78249
Shavano Park, TX 78249
  • Estate Planning
  • Retirement Planning
  • Tax Preparation
  • Tax Planning

Covenant serves San Antonio clients looking for financial advisors. Its workforce has 40 advisors and staff working together to provide sound financial solutions, including investment management and estate, financial, and tax planning. The firm also provides tax preparation services. Before founding Covenant in February 2010, John S. Eadie has spent 20 years working as a director of executive planning services at Ernst & Young. Eadie is a magna cum laude Bachelor of Science in Accounting graduate.

4372 North Loop 1604 West, Shavano Park, TX 78249
Shavano Park, TX 78249

Website(210) 403-5350

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

4374 Lockhill Selma Suite 102, San Antonio, TX 78249
San Antonio, TX 78249
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Dempsey Wealth Management, LLC, is an independent financial advisory firm that serves San Antonio and the surrounding areas. Its financial planner, Patrick Dempsey, develops retirement plans that aim to increase tax-efficient distributions and save retirement assets for clients' upcoming generation, whether through personal savings, executive deferral plans, employer-sponsored plans, or IRAs. He also provides risk management and estate planning assistance. Dempsey is a Certified Financial Planner, who has more than 25 years of industry experience.

4374 Lockhill Selma Suite 102, San Antonio, TX 78249
San Antonio, TX 78249

Website(210) 509-1900

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Boerne, TX 78006Boerne, TX 78006

Eggerss Capital Management is a provider of financial advisory services in Boerne. The president and chief executive officer has more than 25 years of professional experience, and he and he continually shares his insight on Bloomberg, CNBC, Fox Business, and other known networks. Eggerss Capital Management offers free reports through its website.

Boerne, TX 78006Boerne, TX 78006

Website(210) 526-0057

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4358 Lockhill Selma Road, Shavano Park, TX 78249
Shavano Park, TX 78249
  • Estate Planning
  • Retirement Planning

Empower Wealth Advisors serves professionals, entrepreneurs, and business owners in San Antonio and the neighboring areas. The firm offers advice to clients in the areas of financial planning and wealth management and educates them on college readiness, health savings accounts, fraud prevention, tax, estate, and retirement. It also guides them on matters of financial readiness, spouse survivor guide, social security, and employer-sponsored retirement. The owner and wealth advisor Christopher Powers leads the team at the firm.

4358 Lockhill Selma Road, Shavano Park, TX 78249
Shavano Park, TX 78249

Website(210) 367-6937

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Bulverde, TX 78163Bulverde, TX 78163

Gateway Financial Advisors is a provider of customized retirement plans in Bulverde. The owner commits to excellence in the work she does, and she helps clients make “sound investment decisions” toward a secure future. Gateway Financial Advisors provides a mobile app through its website, and the company blog features interesting posts, such as “What’s Your Investment IQ?”

Bulverde, TX 78163Bulverde, TX 78163

Website(210) 757-4522

Show Number
19707 IH-10 West, Suite 108, San Antonio, TX 78257
San Antonio, TX 78257
  • Certified Financial Planner (CFP)

Privately owned Genesis Wealth Management, located in San Antonio, serves a clientele that includes CEOs, medical professionals, entrepreneurs, and wealthy families in their pre-or post-retirement stages. To assist with creating, growing, and distributing their wealth, it offers retirement, estate, tax, and insurance planning, as well as portfolio management. Its agents follow a six-step process in creating a wealth management plan for individuals. Managing partner Jereme D. Brisco is a CFP. He has series 7, 63, and 65 securities registrations with LPL Financial.

19707 IH-10 West, Suite 108, San Antonio, TX 78257
San Antonio, TX 78257

Website(210) 686-9000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

8000 Interstate 10, San Antonio, TX 78230
San Antonio, TX 78230
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Business Formation

Harvest Future Financial is a financial services company that helps clients in the San Antonio metro and nearby areas. The company provides financial planning services and assists clients with 401Ks, besides Roth and traditional IRAs. It likewise reviews investment strategy and compares portfolio returns with benchmarks. Other services include risk management, business owner planning, partnership agreement, succession planning, and employee insurance solutions. Its founding partner, Justin Hanna, has over 10 years of experience in the financial industry.

8000 Interstate 10, San Antonio, TX 78230
San Antonio, TX 78230

Website(210) 348-1394

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

60 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

112 East Pecan Street, Suite 525, San Antonio, TX 78205
San Antonio, TX 78205
  • Certified Financial Planner (CFP)

Founded in 1981, Intercontinental is a wealth management firm serving clients in San Antonio and the surrounding locations. It provides a variety of financial advisory services for high-net-worth individuals, non-profit organizations, and corporations. The firm develops, implements, and monitors investment plans that can be adjusted based on clients' life situations. It also transfers wealth to future generations and lowers income and capital gains taxes. Intercontinental has adopted a concierge approach to delivering its financial services as required by its affluent clients.

112 East Pecan Street, Suite 525, San Antonio, TX 78205
San Antonio, TX 78205

Website(210) 271-7947

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1901 NW Military Hwy Ste. 102, San Antonio, TX 78213
San Antonio, TX 78213
  • Certified Financial Planner (CFP)

i•financial is a local independent insurance agency assisting individuals, families, and small businesses throughout in the San Antonio area. Its team of investment advisors works as fiduciaries to help clients create realistic financial plans. They create a customized plan that focuses on the process of evaluating assets, performing gap analysis, providing options, implementing strategies, and modeling goals. Its agents, Kevin and Jake, are certified financial planners and abide by the CFP Board's fiduciary standards.

1901 NW Military Hwy Ste. 102, San Antonio, TX 78213
San Antonio, TX 78213

Website(210) 342-4346

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

15750 Interstate 10, San Antonio, TX 78249
San Antonio, TX 78249
  • Certified Financial Planner (CFP)

Kercheville Investment Advisors is an independent wealth management firm that has been serving the San Antonio area since 1984. It handles estate, retirement, and tax planning as well as investment and money management. It also provides portfolio management with two types of basis: discretionary and non-discretionary. The firm conducts analysis, vets convictions, and invests accordingly while monitoring financial markets and emerging trends. Since 1967, founder Joe Kercheville has been guiding clients through market cycles with discerning asset management strategies.

15750 Interstate 10, San Antonio, TX 78249
San Antonio, TX 78249

Website(800) 346-8013

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

3.8 / 5 ( Good)

Total Reviews:

25 (Best)

Score Consistency:

Variable (Good)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

San Antonio, TX 78258San Antonio, TX 78258
  • Certified Financial Planner (CFP)

Kraus Capital Management is a financial advisor in San Antonio. The firm provides “personalized insight and extensive service” throughout the clients’ life, and it gives them the confidence to pursue their financial goals. Kraus Capital Management caters to individuals and families in various parts of Texas and the United States, and its team members’ credentials appear in the Financial Industry Regulatory Authority’s BrokerCheck platform.

San Antonio, TX 78258San Antonio, TX 78258

Website(210) 224-1600

Show Number
64 Spring Lake Dr., San Antonio, TX 78248
San Antonio, TX 78248
  • Certified Financial Planner (CFP)

Magister Wealth serves San Antonio residents who need financial advice. The firm produces plans that cover a client's retirement funds, risk assessments, education costs, and tax strategies. Its advisers deliver investment management solutions, constructing clients' portfolios and monitoring these products daily. The company also reviews estates and wills. It conducts business consulting tasks and acts as an outsourced CFO. Magister Wealth caters to entrepreneurs and delivers financial education classes that simplify complex money management concepts into comprehensible terms.

64 Spring Lake Dr., San Antonio, TX 78248
San Antonio, TX 78248

Website(210) 251-4993

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

6800 Park Ten Boulevard, San Antonio, TX 78213
San Antonio, TX 78213
  • Estate Planning
  • Insurance Products
  • Tax Planning

NFA Wealth Management is a consulting and advisory firm that offers its services in the San Antonio metro and its nearby areas. The business helps its clients achieve their definition of financial success with its products. Its financial advisors provide wealth management services that include tax, goal, and estate planning as well as insurance and investment management. Additionally, it aids with asset protection, business planning, and individual planning. NFA Wealth Management has been serving individuals for more than four decades.

6800 Park Ten Boulevard, San Antonio, TX 78213
San Antonio, TX 78213

Website(800) 460-8505

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

270 North Loop 1604 East, San Antonio, TX 78232
San Antonio, TX 78232
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

PAX Financial Group, LLC, is a full-service firm operating in San Antonio. Bringing over more than 100 years of combined experience, its staff offers a wide range of services to businesses and individuals, including investment management, retirement needs analysis, charitable giving, payroll deduction plans, and employee benefit programs. Pivot retirement planning and insurance services are also available. PAX Financial Group has been featured in the San Antonio Business Journal and Forbes for its expertise. Aside from assisting clients with financial planning, Darryl W Lyons has also lobbied for small business reform.

270 North Loop 1604 East, San Antonio, TX 78232
San Antonio, TX 78232

Website(210) 881-5700

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

14607 San Pedro Avenue, Suite 290, San Antonio, TX 78232
San Antonio, TX 78232
  • Certified Financial Planner (CFP)

Plan Well Private Wealth Services delivers financial advice to residents in San Antonio. The firm coaches clients on the appropriate investment options, taxation strategies, and insurance products to take in order to retain and grow funds for one's heirs or maintain a comfortable lifestyle. Its managing director, David Carlock, transitioned into wealth management in 2005 after 20 years in the telecommunications field. He gives counsel on the preservation of corporate assets and writes retirement plans.

14607 San Pedro Avenue, Suite 290, San Antonio, TX 78232
San Antonio, TX 78232

Website(210) 714-3731

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3522 Paesano's Parkway, San Antonio, TX 78231
San Antonio, TX 78231
  • Certified Financial Planner (CFP)

Established in 2010, Platinum Wealth Solutions of Texas, LLC, is a financial advisory agency that serves San Antonio and neighboring communities. It caters to various clients, including business owners, mature families, pre-retirees and retirees, and young professionals. Its line of services includes asset allocations recommendations as well as college education, insurance, and tax planning. Nick Valenti, the CEO, offers 40 years of experience in the financial services industry. He holds different designations, such as Accredited Investment Fiduciary and Certified Financial Planner.

3522 Paesano's Parkway, San Antonio, TX 78231
San Antonio, TX 78231

Website(210) 998-5000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

303 Pearl Parkway, San Antonio, TX 78215
San Antonio, TX 78215
  • Estate and Trust Specialist

RBC Wealth Management is a financial advisory firm that serves San Antonio and nearby areas. It caters to a wide range of clients, including business owners and entrepreneurs, corporate executives, and multi-family offices. Its services include business exit planning, international banking and cash management, investment strategy development, and trade settlement. Moreover, it handles debt refinancing, personal protection, and wealth preservation. Janet Engels, the head of the firm's Portfolio Advisory Group, offers over 35 years of experience in the securities industry.

303 Pearl Parkway, San Antonio, TX 78215
San Antonio, TX 78215

Website(210) 805-1100

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

San Antonio, TX 78232San Antonio, TX 78232

Renaissance Wealth Management Group of Texas is financial services firm in San Antonio. The company caters to individuals and families, and its client roster includes National Football League professionals planning their retirement. Renaissance Wealth Management Group of Texas provides a free mobile app that notifies subscribers of industry updates, and its website offers valuable resources, including critical estate documents.

San Antonio, TX 78232San Antonio, TX 78232

Website(210) 581-5607

Show Number
2634 Kerrybrook Court, San Antonio, TX 78230
San Antonio, TX 78230
  • Retirement Planning
  • Insurance Products

Retire with Jim Hanna is a company serving customers in San Antonio and the surrounding areas. Jim Hanna and his team strive to provide clients with financial clarity and improved quality of life. Services offered by the company include tax reduction and retirement income strategies. The business also offers asset protection services and life insurance plans. Retire with Jim Hanna also holds events and seminars that are open to retirement-age individuals aiming to be financially independent.

2634 Kerrybrook Court, San Antonio, TX 78230
San Antonio, TX 78230

Website(210) 641-5000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4456 Lockhill Selma Road, San Antonio, TX 78249
San Antonio, TX 78249
  • Retirement Planning

S. Harris Financial Group is a firm operating in San Antonio. It offers a wide range of services including financial planning, wealth management, divorce financial analysis, business solutions, and investment management. A second opinion service is also available for individuals who are not confident with their current financial plan. The firm works with different types of clients such as corporate executives, business owners, doctors, and independent women. Its managing officer, Stephanie Harris, has been recognized by publications like Forbes and the Working Mother magazine.

4456 Lockhill Selma Road, San Antonio, TX 78249
San Antonio, TX 78249

Website(210) 547-3450

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250 W Nottingham Suite 300, San Antonio, TX 78209
San Antonio, TX 78209
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Located in San Antonio, Sendero Wealth Management offers financial consultations for individuals and businesses in the city. It assists first-time clients with different strategies for earning more cash or saving for goals—such as savings for children's education and retirement funds. The firm makes sure to educate its clients about taxes, healthcare, and other expenses that may affect their savings plan. Its president, Edward A. Hart, offers to talk about each financial plan personally through e-mails and phone calls. He and his staff also cater to commercial clients, including non-profit organizations and family-owned businesses.

250 W Nottingham Suite 300, San Antonio, TX 78209
San Antonio, TX 78209

Website(210) 805-0171

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

118 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4630 N. Loop 1604 w. ste 301, San Antonio, TX 78249
San Antonio, TX 78249

Snowden Lane Partners is an independent firm located in San Antonio that exclusively focuses on wealth management, providing its clients with unbiased advice and customized solutions to enhance and preserve their wealth. Through investment and retirement planning, its advisors can help clients plan for their futures and that of their families. Its advisors can also discuss liability management and education plans. Snowden Lane Partners can communicate fluently with clients in English and Spanish.

4630 N. Loop 1604 w. ste 301, San Antonio, TX 78249
San Antonio, TX 78249

Website(646) 218-9760

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

San Antonio, TX 78216San Antonio, TX 78216

SOGO Wealth & Risk Management is an insurance and financial services firm in San Antonio. The company has been serving Texas communities for more than 30 years, and it partners with leading insurance carriers to provide “the best value, rate, and coverage” for clients, their families, and their businesses. SOGO Wealth & Risk Management offers 24/7 industry updates, and the focus areas include asset accumulation and protection, umbrella policy, child investment account, college funding, professional liability, risk management, and fiduciary responsibility.

San Antonio, TX 78216San Antonio, TX 78216

Website(800) 403-0947

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San Antonio, TX 78205San Antonio, TX 78205

South Texas Money Management is a provider of investment advisory services in San Antonio. The firm offers personalized planning and guidance, and it caters to individuals, trusts, and estates, as well as institutions, foundations, and endowments. South Texas Money Management has other locations in Austin, Corpus Christi, Dallas, and Houston, and it complies with the Center for Fiduciary Excellence Institute’s Asset Manager Code of Professional Conduct.

San Antonio, TX 78205San Antonio, TX 78205

Website(210) 824-8916

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6800 Park Ten Boulevard Suite 130E, San Antonio, TX 78213
San Antonio, TX 78213
  • Certified Financial Planner (CFP)

Strategic Financial Concept aims to protect, preserve, and enrich the wealth of individuals, families, and businesses in San Antonio. Its financial advisors focus on investment management, insurance plans, and financial planning. Its wealth management services include retirement plans, asset acquisition and spending review, and business continuity planning. It provides asset protection solutions by monitoring, reviewing, and managing investable assets. CEO and managing principal Reagan Wagner uses a goal-oriented approach on estate and wealth planning for clients with a net worth of $5 million or more.

6800 Park Ten Boulevard Suite 130E, San Antonio, TX 78213
San Antonio, TX 78213

Website(210) 737-7800

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

San Antonio, TX 78257San Antonio, TX 78257

Teamwork Financial Group is a wealth management consultancy firm in San Antonio that has been part of the community since 1988. The firm offers clients integrity and transparency, and it helps them align and integrate the financial, tax, and legal aspects of wealth management “to create a game plan for life.” Teamwork Financial Group hosts retirement planning seminars, and it has another office in Laredo. The team offers a no-obligation consultation and the complimentary report, “The Social Security Decisions.”

San Antonio, TX 78257San Antonio, TX 78257

Website(210) 687-1333

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San Antonio, TX 78258San Antonio, TX 78258
  • Estate Planning
  • Private Wealth Advisor

Texas Financial Advisory is a provider of “comprehensive holistic planning” services in San Antonio. The team offers integrity and professionalism in transactions with clients, and its members have government and industry licenses to sell an array of insurance and investment products. Texas Financial Advisory belongs in the International Association of Registered Financial Consultants, and it offers a complimentary report on retirement income.

San Antonio, TX 78258San Antonio, TX 78258

Website(210) 530-1292

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10101 Reunion Place, San Antonio, TX 78216
San Antonio, TX 78216
  • Insurance Products

The Lewis Group is a financial services firm that serves San Antonio and the surrounding areas. It helps clients prepare for retirement or sell their businesses through various solutions, including life insurance planning, IRA planning, and employee benefits. In addition, clients who need assistance in charitable giving strategies can also consult with the firm. Since its establishment in 1986, the firm's professionals have been guiding clients to take manageable steps toward developing a sound financial strategy that grows and protects their wealth.

10101 Reunion Place, San Antonio, TX 78216
San Antonio, TX 78216

Website(210) 384-3410

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

, San Antonio, TX
San Antonio, TX
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Ulrich Investment Consultants helps high net worth individuals and families from San Antonio with managing their wealth. Its financial advisors look into the client's liquid assets, investments, real estate, additional business interests, cash flow requirements, and liabilities. The team also monitors progress and checks the efficacy of the strategies implemented. John Ulrich, the CEO of this firm, started in the investment business path in 1984. He is also among the founding members of the Medallion Investment Management Company.

, San Antonio, TX
San Antonio, TX

Website(866) 608-9100

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

700 N. Saint Mary’s St. Suite 1400, San Antonio, TX 78205
San Antonio, TX 78205
  • Certified Financial Planner (CFP)

Vannoy Advisory Group Inc. has been catering to clients in the San Antonio metro and the surrounding areas since 2007. It helps customers achieve their financial goals by offering planning services. Its process involves gathering and organizing important financial information, providing an online vault for secure digital storage, constructing an investment portfolio, discussing recommendations, and implementing portfolios. Its team also provides investment management solutions. Vannoy Advisory Group is a member of the National Association of Personal Financial Advisors.

700 N. Saint Mary’s St. Suite 1400, San Antonio, TX 78205
San Antonio, TX 78205

Website(210) 587-6433

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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