Full service financial security in San Antonio, Texas
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I Financial
i Financial is a finance institution located at 1901 Northwest Military Highway in San Antonio, Texas. Our mission is to help clients live intentional lives by making the financial planning process easy to understand. As fiduciary investment advisors, we are committed to acting in your best interest, avoiding conflicts of interest, and providing full disclosure of material facts. We are dedicated to listening, explaining, and advocating for your financial needs. Please note that our services are available to residents in select states only. Investments involve risks and are not insured by FDIC or NCUA. Securities and advisory services are offered through Commonwealth Financial Network®, a Registered Investment Adviser. Tax planning services are provided by Jacob Rivas at i•file Tax Planning and Preparation. i Financial and Commonwealth Financial Network® are separate entities. Contact us at (210) 342-4346 for more information.
American Postal & Business Center
American Postal & Business Center is a finance institution located at 13423 Blanco Road in San Antonio, Texas. We offer a wide range of services including postal services, shipping, packing, mailbox rentals, notary services, and more. Our experienced staff is dedicated to providing top-notch customer service and helping you with all of your financial needs. Whether you need to send a package, rent a mailbox, or get important documents notarized, American Postal & Business Center is here to help. Visit us today and experience the convenience and professionalism that sets us apart from the rest.
Farmers Insurance - Sonia Reyna
Farmers Insurance - Sonia Reyna is an insurance agency located at 315 Palo Alto Road in San Antonio, Texas. As a local Farmers® agent, Sonia Reyna helps customers identify the best insurance coverage to suit their needs. Whether it's auto, home, renters, business insurance, or more, Sonia provides personalized assistance to make sure you understand your options. With over 80 years of experience, Farmers® offers comprehensive coverage options and competitive rates. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Sonia Reyna can help you customize a plan to protect what matters most to you. Additionally, Farmers® offers umbrella insurance policies for added protection above and beyond your existing coverage.
Legacy of Educational Excellence (LEE) High School
Legacy of Educational Excellence (LEE) High School is a prestigious secondary school located in San Antonio, Texas. Situated at 1400 Jackson Keller Road, this institution is dedicated to providing a top-notch education to its students. LEE High School offers a rigorous academic curriculum, a variety of extracurricular activities, and a supportive learning environment to help students achieve their full potential. With a focus on preparing students for success in college and beyond, LEE High School is committed to upholding a legacy of educational excellence.
Farmers Insurance - Kris Richter
Farmers Insurance - Kris Richter is an insurance agency located at 19202 Huebner Road in San Antonio, Texas, United States. As a local Farmers agent, Kris Richter helps customers identify the insurance coverage that best fits their needs. With 36 years of knowledge and experience, Kris can help you understand your coverage options for auto, home, renters, business, life insurance, and investments. Whether you need comprehensive coverage, collision coverage, or medical payments, Kris can simplify the process for you. You can also get online quotes for auto, home, renters, condo, and business insurance. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. Kris Richter can also help you with life insurance and personal umbrella insurance for added protection. For those who enjoy outdoor adventures, Farmers offers recreational insurance options for motorcycles, boats, ATVs, and more. Additionally, as a Farmers Insurance and Financial Services agent, Kris can help you build a solid financial plan for a secure future. Contact Kris Richter at Farmers Insurance for personalized insurance solutions tailored to your needs.
Good Careers Academy
Good Careers Academy, located at 7702 North Interstate 35 in San Antonio, Texas, is a school offering comprehensive and accredited vocational training in high-demand fields. Thanks to the collaborative efforts of the community, Goodwill San Antonio provides full financial sponsorships to all students, ensuring accessibility and affordability. Upon graduation, students are on a path to success in their chosen careers. The vocational training programs at Good Careers Academy allow students to gain marketable skills in just a few weeks or months. With the Texas Workforce Commission predicting a significant increase in demand for skilled professionals in the next decade, now is the perfect time to invest in your education and career.
Capital Funding Options
Capital Funding Options is a finance institution located at 18911 Hardy Oak Boulevard in San Antonio, Texas. Our dedicated consultants will review your pre-approval and connect you with the best lenders and rates to help you secure funding in as little as 7-14 business days. We specialize in assisting entrepreneurs and businesses in accessing the financial support they need to thrive and grow. Whether you are a startup or an existing business, we offer a variety of funding solutions to meet your needs. Our personal term loans range from $10,000 to $350,000 with flexible repayment terms and competitive interest rates. Additionally, we provide business credit card options with up to $150,000 in funding and 0% interest rates for the first 6-12 months.
JDK Wealth Advisors
JDK Wealth Advisors, located at 9830 Colonnade Boulevard in San Antonio, Texas, is a finance institution dedicated to helping individuals achieve their financial goals through personalized investment strategies. As independent Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC, we prioritize our clients' needs and well-being. With over 50 years of combined experience, our team offers a comprehensive understanding of wealth management and a focus on the financial planning process. We operate as fiduciaries, putting our clients' best interests first. Backed by resources from Sanctuary Wealth, we provide a full range of financial planning and investment services. Contact us today to start planning for your financial future.
Frost Bank
Frost Bank is a trusted financial institution located at 2703 Southwest Military Drive in San Antonio, Texas. As a full-service bank, Frost Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With a strong reputation for excellent customer service and a commitment to community involvement, Frost Bank is a reliable choice for all your financial needs. Additionally, the institution also provides convenient ATM services for easy access to cash withdrawals and account management. Visit Frost Bank today to experience top-notch banking services in the heart of San Antonio.
Arlene Sandoval Agency
The Arlene Sandoval Agency is a local Farmers® insurance agency located at 1818 South New Braunfels Avenue in San Antonio, Texas. As your trusted agent, Arlene Sandoval helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers® provides comprehensive coverage and competitive rates with multi-line insurance discounts. From protecting your home and personal belongings to planning for life changes and securing your financial future, the Arlene Sandoval Agency offers personalized insurance solutions tailored to your unique needs. Contact Arlene Sandoval today for a consultation and start building a solid financial plan with the help of a professional and experienced agent.
College Promoters USA
College Promoters USA is a premier institution located in San Antonio, Texas, United States. We specialize in helping students navigate the college admissions process and achieve their academic goals. Our experienced team of advisors provides personalized guidance and support to students as they prepare for college applications, standardized tests, and interviews. With a focus on individualized attention and a track record of success, College Promoters USA is dedicated to helping students reach their full potential and secure acceptance to their dream colleges. Visit us at 434 North Loop 1604 West to learn more about how we can help you on your path to higher education.
American National Property And Casualty
American National Property and Casualty is an insurance institution located at 7121 US 90 in San Antonio, Texas. They offer a range of insurance products and services to protect individuals and businesses from property and casualty risks. With a strong reputation for reliability and customer service, American National Property and Casualty is committed to providing peace of mind and financial security to their policyholders. Whether you are looking for home, auto, or commercial insurance, you can trust American National to provide personalized coverage tailored to your specific needs. Visit their office in San Antonio today to learn more about their insurance solutions.
Jefferson Bank Stone Oak
Jefferson Bank Stone Oak is a trusted financial institution located at 19002 Stone Oak Parkway in San Antonio, Texas. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to exceptional customer service and a strong reputation for reliability, Jefferson Bank Stone Oak is the ideal choice for all your banking needs in the Stone Oak area.
AmeriVet Veterinary Partners
AmeriVet Veterinary Partners, located at 8610 North New Braunfels Avenue in San Antonio, Texas, is a unique institution that prioritizes the well-being of veterinarians who love animals. As a corporate veterinary partner, AmeriVet collaborates with practice owners to provide support in various areas such as operations, marketing, recruitment, and training. The institution offers customizable levels of support to meet the individual needs and preferences of each practice owner. With AmeriVet, veterinarians can retain control of their practices while benefiting from the business expertise and resources provided by the institution. The innovative business model of AmeriVet has been successful in forming thriving partnerships across the United States, offering a viable alternative to traditional practice ownership.
Prosperity Bank
Prosperity Bank is a trusted financial institution located at 14402 San Pedro Avenue in San Antonio, Texas. As a full-service bank, we offer a wide range of financial products and services to help our customers achieve their financial goals. Our convenient ATM services make accessing your funds quick and easy. Whether you're looking to open a checking or savings account, apply for a loan, or receive expert financial advice, Prosperity Bank is here to help you prosper. Visit us today to experience the difference our personalized approach to banking can make in your life.
Texas State Technical College
Texas State Technical College, located at 1304 San Antonio Street in Austin, Texas, is a university that is committed to supporting students every step of the way. From the application and enrollment process to helping graduates secure employment, TSTC has your back. The institution understands the challenges of balancing college with other responsibilities, which is why they offer affordable tuition, financial aid, and scholarships for qualifying students. TSTC focuses on providing degrees that are in high demand in the job market, with a guarantee that students will find a job within six months of graduation or receive a full tuition refund. This guarantee makes TSTC a valuable option for those looking to further their education and career prospects. Explore the opportunities at Texas State Technical College and see how they can help you achieve your goals.
Somerset Academy
Somerset Academy is a prestigious educational institution located at 4802 Vance Jackson Road in San Antonio, Texas. With a strong focus on academic excellence and character development, Somerset Academy offers a comprehensive curriculum designed to prepare students for success in college and beyond. The school is known for its dedicated faculty, state-of-the-art facilities, and vibrant extracurricular programs. Students at Somerset Academy are encouraged to pursue their passions and reach their full potential in a supportive and nurturing environment. Join us at Somerset Academy and embark on a journey towards a bright and promising future.
pembroke rd
Pembroke Rd is a primary school located at 6450 Pembroke Road in San Antonio, Texas, United States. Our institution is dedicated to providing a quality education for young learners in a supportive and nurturing environment. With a focus on academic excellence and personal growth, Pembroke Rd strives to empower students to reach their full potential. Our experienced faculty and staff are committed to helping each child succeed and thrive in their educational journey. Join us at Pembroke Rd and discover a place where learning is fun and every child is valued.
Martin Lawyer Daniels
Martin Lawyer Daniels is a finance institution located at 17806 Interstate 10 in San Antonio, Texas, United States. Our team is dedicated to meeting the dynamic needs of each client, providing solutions to unique challenges, and offering an elevated level of service. We empower decision making with expert guidance, offer seamless financial management for families and futures, and convene a network to deliver a full suite of financial solutions. Our bespoke investment strategies align with your financial objectives, providing access to traditional and alternative investments across major asset classes. As an extension of your team, we review your full financial picture and connect you to our broader resources to offer objective and holistic advice. Our comprehensive services cater to trusts, offering fiduciary oversight, account management, account reviews, and distribution assistance. We prioritize trust and transparency, building meaningful relationships with clients to tailor wealth management solutions that help them reach personal and family objectives. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most. With a focus on the future and legacy, we offer insights on various topics such as the Rashomon Effect, spousal lifetime access trusts, and maximizing success with NIL deals. Rockefeller Financial LLC is a broker-dealer and investment adviser registered with the SEC and FINRA, offering investment, insurance, and annuity products. Please consult your tax advisor and attorney for tax and legal advice.
Fusion Advisors
Fusion Advisors is a premier finance institution located at 8245 Two Winds in San Antonio, Texas, United States. Our team of experienced advisors offers comprehensive financial services to help clients achieve their goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Fusion Advisors is dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
Wealth Planners of America
Wealth Planners of America, located at 401 East Sonterra Boulevard in San Antonio, Texas, is a finance institution that specializes in retirement planning. At Wealth Planners of America, we understand that each individual's retirement goals and needs are unique. Our team of agents and advisors work with clients to create personalized solutions that provide peace of mind throughout their retirement years. From constructing a solid financial foundation to addressing specific wants and needs, we help clients navigate the challenges of retirement with careful planning. Our services include a complimentary 401k Optimizer tool to help clients optimize their investment choices, as well as strategies for generating tax-free income in retirement. We also assist clients in utilizing Self-Directed Brokerage Accounts (SDBA) for managing their 401k accounts and offer guidance on converting traditional IRAs to Roths for optimal tax outcomes. Additionally, we provide advice on preserving assets, managing Required Minimum Distributions, and utilizing 529 plans for higher education expenses.
James Augustine
James Augustine is a finance institution located at 17806 IH-10W, San Antonio, Texas, United States. At James Augustine, we understand that life's grandest visions require thoughtful plans, which is why we are dedicated to meeting the dynamic needs of each client at every stage of wealth. Our team provides solutions to unique challenges and offers an elevated level of service to empower your decision-making with expert guidance. We offer seamless financial management for your family and future, convene a network to deliver a full suite of financial solutions, and ensure stability for today and generations to come. Our bespoke investment strategies are aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources to provide objective, holistic, and relevant advice. From managing day-to-day finances to creating and implementing a financial plan designed to grow with you, our dedicated team is here to support you on every step of your wealth journey. With a comprehensive suite of solutions for holistic financial planning, we cater to individuals and institutions, offering various trust services and fiduciary oversight. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services so you can focus on what matters most to you. Our experienced team works with clients to provide a sustainable wealth management plan designed around their objectives. Rockefeller Financial LLC is a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission, offering investment, insurance, and annuity products. Investing involves risk, and past performance is not a guarantee of future results. Please consult your tax advisor and attorney for tax and legal matters.
Visionary Wealth Partners
Visionary Wealth Partners is a finance and insurance agency located at 7550 Interstate 10 in San Antonio, Texas. Our firm specializes in crafting personalized wealth management strategies that prioritize financial growth, equitable distribution, and comprehensive retirement planning. We are dedicated to delivering unparalleled client experiences, catering to the unique needs of individuals, families, and foundations who share our vision for optimizing wealth for current and future generations. At Visionary Wealth Partners, we begin each new client relationship with a conversation to gain a comprehensive understanding of your objectives, risk tolerance, financial landscape, time horizon, and values. Our advisors then craft a holistic wealth management plan tailored to your specific needs, recognizing the uniqueness of each client's situation and ensuring that every plan is a customized fit.
Karly Hoerig - Thrivent
Karly Hoerig - Thrivent is a finance institution located at 84 Northeast Interstate 410 Loop, San Antonio, Texas, United States. Life is full of twists and turns, and True Path Planning was formed to help you navigate the financial aspects of your journey. Whether you are planning for the future or facing unexpected financial challenges, the experienced and compassionate team at True Path Planning is here to help you develop a financial plan tailored to your unique goals and values. Founded in 2021 by Nick McNabb, Karly Hoerig, and Sarah Foy-Mireles, True Path Planning specializes in financial advice, planning services, investments, insurance, and more. Our mission is to empower individuals and families to make informed financial decisions that align with their values and life goals. When you work with True Path Planning, you can expect comprehensive advice, financial strategies, and support to help you achieve financial clarity and confidence. As a member of Thrivent, you become part of a community dedicated to looking out for others and making a positive impact. Thrivent offers financial advice, investments, insurance, banking, and generosity programs to help you make the most of your resources. Whether you are looking for guidance on financial planning, insurance protection, or investment strategies, True Path Planning is committed to providing personalized solutions that are in your best interest. Contact us today to start your journey towards financial security and fulfillment.
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