Dennis Financial Group

401 East Sonterra Boulevard, San Antonio, TX 78258

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3.9 11

Hours open

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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 - 5:00 PM

Saturday:

Closed

Sunday:

Closed

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401 E Sonterra Blvd Suite 375, San Antonio, TX 78258, United States

210-468-0318

dennisfinancialgroup.com

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About the Business

Dennis Financial Group, located at 401 East Sonterra Boulevard in San Antonio, Texas, is a client-centric financial advisory firm specializing in providing honest, educated, and independent financial advice to Baby Boomers and Retirees. Led by internationally published best-selling author and financial strategist Terry A. Dennis, RFC®, CFEd®, CFF®, the firm offers a personalized approach to investing and retirement planning.

With a focus on maximizing growth and ensuring a worry-free retirement, Dennis Financial Group uses award-winning proprietary software to analyze and rank managed funds to help clients make informed decisions. The firm partners with leading insurance groups to provide world-class income annuities that offer the highest level of safety and payout rates in the industry.

Founder and CEO Terry A. Dennis RFC®, CFEd®, CFF® hosts virtual webinars to educate clients on smart and effective techniques for protecting growth and creating a comprehensive retirement plan. If you're looking for personalized financial advice and a dedicated team to help you achieve your retirement goals, Dennis Financial Group is the place for you.

Reviews

Rober Hud:

"I don’t write many reviews. Something has to be either really good or really bad! This guy is really good! Terry is very good at explaining all the risks we baby boomers are facing in retirement. He really breaks them down and easy to understand. I do recommend his plan. Really looking forward to my retirement!"

1 year ago

John Martin:

"Many thanks to Terry Dennis and his team for their professionalism, patience, and help with our retirement planning. My husband and I are in our 60’s and not quite retired. Terry gave us more than just advise – he gave us hope. We’ve had several ‘advisors’. A waste of time and money! Terry took the time to actually listen to our concerns, educate us in our options and work with us – “WHOLE- ISTICALLY” - to create our own retirement plan. Very excited. Couldn’t be happier!"

almost 2 years ago

Ryan Stevenson:

"I am very satisfied with services offered by Terry Dennis. I’m a divorced female at 59 years of age and really didn’t have any idea how to do retirement planning. Terry and his great staff (shout out to Rachel) have helped me to create the best financial strategy for me. Very happy."

almost 2 years ago

Derek:

"We first saw Mr. Terry Dennis on one of his webinars that he gives for 401k’s and IRA’s. Excellent information for pre-retirees (and some that we’d never heard before). He’s a gifted presenter that will make you think and actually help you understand your retirement. Now that we’re working with Terry, we have found him and his team to be very helpful. Good, caring people. Very happy with the plan and the people. Thank you."

almost 2 years ago

Bill Goetz:

"I first met Dennis Financial Group at dinner presentation and was intrigued by his knowledge, experience and background in dealing with fixed index annuities (FIAs). I have four of such investment vehicles and the Dennis Group invited us to have the four FIAs evaluated at no charge. My wife and I set up a visit with Terry Dennis to evaluate the four FIAs. Two of the FIAs will be rescored after the next crediting period, one was rated an "86" or very good, and the oldest FIA was rated a "30" and will be re-evaluated in the next few months on the anniversary date to get a true rating. Mr. Dennis is not a hard sell and is a true professional in dealing with FIAs. I would not hesitate to seek his independent advice again on the FIA holdings. There are very few FIA products out there that are worth investing in, however, the various terms and nomenclature associated with FIAs are complex. He can break those terms down."

almost 2 years ago

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