Freedom Wealth - Rene P Soliz III, Wealth Advisor 16797 San Pedro Avenue, San Antonio, TX 78232
About the Business
Freedom Wealth - Rene P Soliz III, Wealth Advisor is a finance institution located at 16797 San Pedro Avenue, San Antonio, Texas, United States. At Freedom Wealth, we prioritize helping our clients achieve financial freedom through personalized strategies in retirement planning, financial investments, tax strategies, risk management, military transition planning, and more. We believe in putting family first and are dedicated to serving families at our wealth management firm. We specialize in catering to retirees, the next generation of investors, veterans, and entrepreneurs looking to grow their businesses. Our services include tax strategies, business succession planning, and personal wealth management. We build lasting relationships with our clients and offer completely personalized strategies to help them achieve their financial goals. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Contact us today to start your journey towards financial freedom and unlock the potential of your financial future.
Photos
Location & Phone number
16797 San Pedro Ave, San Antonio, TX 78232, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I am delighted to recommend Rene and Freedom Wealth. Rene has been my investment manager since 2022 and in very little time he set the bar higher than I could imagine. Rene is exactly what I need as an advisor: He is completely honest with me, even when I want to push in a risky area. He understands my risk tolerance and has given me quality recommendations in the sectors I want to invest. We benchmark and set exit points when my stock is too concentrated."
"Rene knows how to really listen to his customers. He takes it to an additional level of guiding you through the ripples of each decision option. You are still in control. Give him a call!"
"Very knowledgable and great at answering our questions."
"Rene laid out an amazing financial plan for my families future"
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