Charitable planning in San Antonio, Texas

Graystone Consulting in San Antonio, TX is a branch of Morgan Stanley, a renowned finance institution. Located at 7600 Broadway in San Antonio, Texas, this branch offers a wide range of financial services to individuals, families, and businesses in the area. With a team of experienced financial advisors, Graystone Consulting provides tailored investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Graystone Consulting is dedicated to providing personalized and comprehensive financial guidance. Contact them today to schedule a consultation and start building a secure financial future.

True Path Planning-Thrivent is a finance and insurance agency located at 84 Northeast Interstate 410 Loop in San Antonio, Texas, United States. Founded in 2021 by Nick McNabb, Karly Hoerig, and Sarah Foy-Mireles, our experienced and compassionate team is dedicated to helping individuals and families navigate their financial journey. Whether you need assistance with financial planning, investments, insurance, or more, we are here to help you achieve financial clarity and confidence. Our mission is to empower future-focused individuals to make informed financial decisions that align with their values and life goals. We believe that money is a tool, not a goal, and strive to provide advice and strategies that are in your best interest. As a member of Thrivent, you become part of a community that looks out for others and provides tools and resources for generosity and meaningful living.

Farmers Insurance - Carlos Cruz is an insurance agency located at 14145 Nacogdoches Road in San Antonio, Texas. With over 15 years of experience, Carlos Cruz specializes in various types of insurance including Home, Auto, Life, and Business coverage. He is dedicated to providing comprehensive solutions tailored to fit each client's specific needs. Beyond insurance, Carlos Cruz is actively involved in the community through sponsoring local events, supporting charitable causes, and volunteering. Whether you need help with comprehensive coverage, collision coverage, deductibles, or medical payments, Carlos Cruz can assist you in selecting the right Car insurance coverage for your budget. He also offers competitive rates with multi-line insurance discounts.

Blue Skies of Texas West is a health institution located on John D Ryan Boulevard in San Antonio, Texas, United States. We understand that you have worked hard to build your amazing life, and now it's time to focus on your well-earned freedom. Our facility offers a wide range of services and amenities to help you embrace this new chapter with independence, growth, and opportunity. At Blue Skies of Texas, we provide care and support for each resident by addressing emotional, occupational, physical, social, intellectual, and spiritual needs. Our residents have created over 70 activity groups, catering to a variety of interests such as hobbies, music, travel, gardening, and fitness. We believe in nurturing your passions and helping you live life to the fullest.

El Bari Community Health Center, located at 5281 Casa Bella Street in San Antonio, Texas, is a premier health institution dedicated to providing quality care to those in need. Our facility operates Monday through Thursday from 7:30 am to 5:00 pm, with a lunch break from 12:00 pm to 1:00 pm, and on Fridays from 7:30 am to 1:30 pm. We cater to patients without health insurance, Carelink, Medicare, or Medicaid who meet income requirements based on the Federal Poverty Level. If you fall into this category, please contact us for more information on how we can assist you.

Peggy's Notary & Tax Service is a trusted institution located at 2909 Mission Road in San Antonio, Texas. Specializing in accounting and finance services, they provide expert assistance with tax preparation, notary services, and financial consulting. With a reputation for professionalism and attention to detail, Peggy's Notary & Tax Service is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need assistance with filing taxes or creating a financial plan, you can rely on Peggy's Notary & Tax Service to provide personalized and reliable service.

Spahn Law Firm PLLC, located at 1001 Westgate Lane in San Antonio, Texas, is a trusted institution specializing in estate planning and ensuring your loved ones are provided for after you're gone. With nearly 30 years of experience and over 7500 clients served, Matt and his team will guide you through the process and help you create a personalized estate plan that meets your unique needs and wishes. They understand the importance of proper estate planning and strive to educate and empower their clients every step of the way. From answering all your questions to providing detailed explanations of your documents, the Spahn Law Firm ensures that your estate plan is in place and your legacy is protected. Clients have praised their professionalism, precision, and the peace of mind they feel after working with the firm. Whether you're just starting to think about estate planning or need to update your current plan, the Spahn Law Firm is ready to serve you and help you secure your family's future.

Texas Trust Law, formerly known as The Wiewel Law Firm, is a premier estate planning law firm located in Georgetown, Texas. Led by Board Certified attorney Brad Wiewel, our firm specializes in wills, probate, estate planning, asset protection, and special needs planning. With years of experience and a passion for helping our clients, we provide a range of services including trust creation, business planning, and retirement exit strategies. Our goal is to provide peace of mind to our clients by ensuring their assets are protected and their loved ones are provided for in times of need. Through our offices in Austin, Georgetown, Horseshoe Bay, Wimberley, and San Antonio, we serve clients across Texas, including Westlake, Lakeway, Round Rock, and more. Contact us today to learn more about our unique LifePlanning Legal Services™ and how we can help you secure your legacy for the future.

Merrill Lynch Wealth Management, located at 17802 Interstate 10 in San Antonio, Texas, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on their wealth management knowledge and expertise, covering retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies tailored to their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to fundraising activities and non-profit organizations.

Liberty Tax is a finance institution located at 7120 Military Drive West in San Antonio, Texas. With a commitment to providing expert tax preparation services and financial advice, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial well-being. Their knowledgeable staff is ready to assist clients in filing their taxes accurately and efficiently, ensuring they receive the maximum refund possible. Trust Liberty Tax to handle all of your financial needs with professionalism and expertise.

Sendero Wealth Management, located at 250 West Nottingham Drive in San Antonio, Texas, is a finance institution dedicated to guiding and navigating the financial futures of its clients. With a focus on holistic solutions that consider the personal and professional lives of each individual, Sendero stands for intellectual honesty, independent thinking, and personal connections. Catering to modern families and institutions, Sendero Wealth Management offers long-term personal relationships based on the needs of the client. With a legacy of serving multigenerational families, entrepreneurs, women, professionals, institutions, and charitable organizations, Sendero provides individualized attention through a low client-to-advisor ratio for an enhanced client experience.

Morgan Stanley Financial Advisors is a reputable finance institution located at 7600 Broadway in San Antonio, Texas, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment solutions to help our clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, we strive to empower our clients to make informed decisions and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.

Merrill Lynch Wealth Management, located at 1803 Broadway in San Antonio, Texas, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. With a commitment to transparency and trust, our experienced advisors work closely with clients to address wealth planning challenges and opportunities. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform to help you pursue your financial goals. Our culture is dedicated to providing professional training, mentoring, and technology for advisors, ensuring that they have the skills and knowledge needed to assist clients in achieving their financial objectives. Whether you are looking for personalized investment approaches, wealth management advice, or other financial services, Merrill Lynch Wealth Management is here to help you build and protect your wealth.

Mark Muecke Capital Management is a finance institution located at 404 East Ramsey Road in San Antonio, Texas, United States. Our mission is to exceed our clients' investment goals by applying a disciplined approach to wealth management. We believe in transparency and educating our clients about their investments to help them achieve greater financial independence and security. We prioritize building long-term relationships based on trust, excellent client service, and integrity.

Britts & Associates, LLP is a leading accounting and finance firm located at 3201 Cherry Ridge Drive in San Antonio, Texas. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, our experts are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how Britts & Associates, LLP can assist you with all of your accounting and finance needs.

Edward Jones - Financial Advisor: Jim Tanberg is a trusted finance institution located at 11019 Culebra Road in San Antonio, Texas, United States. With Jim Tanberg at the helm, clients can expect personalized financial advice and expert guidance to help them achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Jim Tanberg and his team are dedicated to providing top-notch financial services tailored to your individual needs. Trust Edward Jones - Financial Advisor: Jim Tanberg to help you navigate the complexities of the financial world and secure a prosperous future.

Heart of Texas Associates is a finance institution located at 15900 La Cantera Parkway, San Antonio, Texas. Committed to providing exceptional financial services rooted in Christian principles, our experienced team helps clients achieve their financial goals and make positive impacts in their communities. Since 1993, we have been dedicated to responsibly managing finances for individuals, families, and businesses. Our personalized financial solutions are tailored to meet your unique needs, guided by a deep understanding of Christian values. Thrivent, our parent company, offers a range of financial advice, investments, insurance, banking, and generosity programs to help you make the most of your resources. By joining Thrivent, you become part of a community that looks out for others and provides tools to live a more meaningful life. With a long heritage of financial strength and stability, Thrivent has helped millions of clients build their financial futures. Our financial advisors do not provide legal, accounting, or tax advice, but can offer guidance through our Financial Planning Framework. Thrivent Financial for Lutherans, our parent company, offers insurance products and investment advisory services through Thrivent Investment Management Inc. Visit Thrivent.com for more information about our financial advisors and services.

Edward Jones - Financial Advisor: David J Clapp, CFP®|ChFC®|AAMS™ is a renowned financial institution located at 1828 Nacogdoches Road in San Antonio, Texas, United States. Specializing in comprehensive financial planning and investment management, David J Clapp is a Certified Financial Planner, Chartered Financial Consultant, and Accredited Asset Management Specialist with a wealth of experience in helping clients achieve their financial goals. With a commitment to personalized service and a focus on long-term success, Edward Jones is a trusted partner for individuals and families looking to secure their financial future.

Pete Sanchez - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8700 Crownhill Boulevard, San Antonio, Texas, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics including asset management, estate planning, retirement planning, investment strategies, and more. The institution is committed to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and expertise, Pete Sanchez - Private Wealth Advisor, Ameriprise Financial Services, LLC aims to help clients achieve their financial goals and secure their financial future.

Merrill Lynch Private Wealth Advisor F Michael Wood, located at 1803 Broadway in San Antonio, Texas, offers industry-leading research and expert analysis to help clients stay ahead of their financial goals. The team at NWG/VMT & Associates specializes in creating customized strategies for individuals, families, businesses, and nonprofit institutions. With a focus on trust and personalized service, the team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management. Lead by experienced professionals like Dan, Michael, and Bob, the team at NWG/VMT & Associates helps clients manage their wealth, address financial needs, and build a legacy for the future. With a range of financial designations and accolades, the team is dedicated to providing top-notch service to their clients.

Merrill Lynch Private Wealth Advisor Austin Burt is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. They offer industry-leading research and expert analysis to help individuals, families, businesses, and nonprofit institutions achieve their financial goals. The team includes private wealth advisors from Merrill Private Wealth Management and financial advisors from Merrill Lynch Wealth Management, working together to meet specialized needs and build relationships based on trust and personalized service. Dan, a multiple degree holder from The University of Texas at Austin, leads the team with a focus on managing substantial wealth and shaping a legacy for the future. Michael, another key member, brings extensive experience in working with nonprofits, endowments, businesses, and ultra high net worth families to address various financial needs. Bob, the founder of the Nelson Wood Nelson team, specializes in devising strategies for concentrated stock positions and using options to enhance portfolio returns.

Bank of America Private Client Advisor Todd R Braulick is a Senior Vice President with extensive experience in providing tailored financial advice to individuals, families, and institutions in San Antonio, Texas. With over 25 years of experience in legal, philanthropic, and financial services, Todd is skilled at helping clients navigate their wealth management goals with care and expertise. He is dedicated to building strong client relationships based on trust and personal understanding. Todd is also actively involved in various charitable organizations and serves on the Campaign Committee for the American Cancer Society's San Antonio Hope Lodge, among others. At Bank of America Private Bank, Todd and his team take the time to listen and understand each client's unique needs and goals before developing personalized strategies to help achieve long-term financial objectives. The institution offers a range of services to support clients in preserving and growing their wealth, building philanthropic legacies, and planning for the future. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank is committed to helping clients navigate the complexities of the financial landscape and achieve their goals.

Global Wealth Advisors, located at 500 North Loop 1604 East in San Antonio, Texas, is a finance institution dedicated to helping individuals gain the confidence to pursue their financial dreams. With a team of experienced professionals, we offer custom tailored financial planning solutions to help you navigate your complex financial goals, preferences, and risk tolerance. Our advisors have a combined total of over 100 years of experience, providing expertise at every life stage to help you plan for accumulation, protection, and passing on a legacy to the next generation. We believe in delivering fee-based advice to ensure transparency and avoid surprises with commissions or hidden fees. As your partner in financial planning, we offer a free tax strategy guide to help you get a head start on your goals. Whether you're worried about retirement, protecting your assets, or leaving a legacy, our industry specialists can provide strategies to meet your financial goals.

Curtis Mason - Financial Advisor, Ameriprise Financial Services, LLC, located at 1314 East Sonterra Boulevard in San Antonio, Texas, is a finance institution offering a wide range of services to meet the diverse needs of their clients. Curtis Mason holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Curtis Mason's expertise and commitment to providing high-quality financial advice to clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement or estate planning, Curtis Mason has the knowledge and skills to help you achieve your financial goals. With a focus on ethics and professionalism, Curtis Mason is dedicated to providing personalized financial solutions tailored to each client's unique needs. Contact Curtis Mason - Financial Advisor, Ameriprise Financial Services, LLC today for expert financial guidance and advice.

Daniel Garcia - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. The institution offers a variety of certifications and designations for financial advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of topics such as asset management, estate planning, retirement planning, investment strategies, and more. The institution is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial advice.

Merrill Lynch Financial Advisor Keith Connolly, located at 1803 Broadway in San Antonio, Texas, is dedicated to helping families and small businesses navigate their complex financial lives. With over two decades of experience in the financial services industry, Keith Connolly offers personalized wealth management services tailored to each client's goals and priorities. Keith Connolly is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, with a background in the newspaper industry before transitioning to finance. He is actively involved in the San Antonio community, volunteering with organizations such as Wishes For Our Heroes and the San Antonio Gaelic Football Athletic Club.

Jackson Hewitt Tax Service is a finance institution located at 8315 Farm-To-Market Road 78 in San Antonio, Texas, United States. While our tax advance loans have ended for this year, our team of Tax Pros is ready to help you maximize your refund. Conveniently located inside Walmart, you can drop off your tax documents while you shop and still receive our guaranteed biggest refund. Our Tax Pros offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. We recommend booking an appointment online or calling (210) 780-3200 to reserve time with a Tax Pro. Although Refund Advance loans are no longer available this year, our team is dedicated to helping you navigate your taxes efficiently and accurately. Trust Jackson Hewitt Tax Service for expert tax assistance when every dollar matters.

Liberty Tax is a well-established finance institution located at 8725 Marbach Road in San Antonio, Texas. With a focus on providing expert tax preparation services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Their team of experienced professionals are committed to delivering top-notch service and ensuring their clients receive the maximum refund possible. Whether you're a first-time filer or a seasoned taxpayer, Liberty Tax is the go-to destination for all your tax needs.

H&R Block is a renowned accounting and finance institution located at 13909 Nacogdoches Road in San Antonio, Texas, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of tax and financial matters with ease and confidence.

Prime I Tax Services Ltd is a professional accounting and finance institution located at 3740 Colony Drive in San Antonio, Texas, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our services include tax preparation, planning, and consulting to help our clients navigate the complex world of taxes. Whether you need assistance with personal tax returns or business tax strategies, Prime I Tax Services Ltd is here to help you maximize your financial potential.