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Wela Financial Advisory
366 West Sunset Road, San Antonio, Texas 78209
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About the Wela Financial Advisory
Wela Financial Advisory is a finance institution located at 366 West Sunset Road in San Antonio, Texas, United States. We pride ourselves on providing honest financial advice and building financial plans that our clients understand. Our goal is to help our clients achieve greater financial freedom amidst the hustle of their careers and lives.
At Wela Financial Advisory, we respect our clients' money and monitor their progress towards their financial goals. We believe in keeping in touch with our clients and providing them with affordable financial services. Our team serves our clients with courtesy, candor, and care, ensuring that our relationship is working as intended through regular wellness checks.
With over three decades of experience in the financial industry, we have developed close relationships with our clients that span generations. We have seen our clients through many market cycles and strive to provide them with the highest level of service at fees below the industry average. Trust Wela Financial Advisory to help you navigate your financial journey with confidence and peace of mind.
Photos of Wela Financial Advisory
366 W Sunset Rd Building 4, San Antonio, TX 78209, United States
Opening hours of Wela Financial Advisory
Monday:
07:30 - 16:00
Tuesday:
07:30 - 16:00
Wednesday:
07:30 - 16:00
Thursday:
07:30 - 16:00
Friday:
07:30 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Wela Financial Advisory
"Working with WELA Financial has been a very positive experience. Everyone there treats me not only as a respected client, but as family. I could not be happier with my advisor Esmond and the team. Diane is always there with a friendly voice and a quick response to all my communications. With the financial plan we have in place I see my interests are well cared for. I feel assured that the my future and my finances are secure in their hands."
"We have been with the Wela group since they were Brent Forrest. This is a great group who treat you like family. How they remember all the little bits of our lives such our children's personal trials and triumphs is beyond me. Every year, there is an absolutely fantastic client appreciation event that we always look forward to. And, they office dogs that hang out there every day. They had me at office dogs."
"We couldn’t be happier with WELA Financial Advisory. My parents invested with them many years ago and I have seen firsthand how well they’ve managed and grown my parents finances. My husband and I have every confidence in their ability to protect and increase our financial wealth as they have done for the last 8+ years. In addition, the entire staff is very personable and they make a point of really getting to know their clients and becoming familiar with the families, their visions for retirement, etc. They genuinely care about their clients and it shows. We enjoy our update meetings as we’ve gotten to know them as well. We like the fact that when we call or have a meeting, everyone we deal with knows us and we know them. We absolutely recommend them."
"Wela Financial's roster has continued to change as young agents have been added to the fold. But the company's commitment to excellence is as strong as ever. The staff is friendly, knowledgeable and family-oriented. My principal advisor, Esmond Pamplona, exhibits all of these traits and more. Couldn't be happier with the results!"
"I've been with Wela Financial since 1988 (Brent Forrest & Assoc). It has been exciting to watch the firm grow and to watch my money grow. I feel a personal attachment to everyone in the office. They are not just my Financial Advisors but my Family. I could not imagine trusting anyone else with my future. That you, everyone at Wela, for always being my "Calm during the Storm"!"
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