TOP 30 Life insurance and annuities in San Antonio, Texas
44 results found
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Baxter Retirement & Insurance Services
β ClosedBaxter Retirement & Insurance Services is a trusted finance institution located at 6402 Lochglen in San Antonio, Texas, United States. Specializing in retirement planning and insurance services, our experienced team is dedicated to helping individuals and families secure their financial futures. Whether you are looking to plan for retirement, protect your assets, or invest wisely, Baxter Retirement & Insurance Services is here to provide personalized solutions tailored to your specific needs and goals. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
6402 Lochglen, San Antonio, TX 78240, United States -
The Harrin Group
β ClosedThe Harrin Group is a reputable and unique insurance agency located in historic San Antonio, Texas. Specializing in health insurance, life insurance, Medicare insurance plans, retirement solutions, and annuities, The Harrin Group is dedicated to providing customized solutions based on extensive research and fact-finding to ensure the perfect fit for you and your family. Located at 906 Lightstone Drive in San Antonio, Texas, The Harrin Group serves clients not only in Texas but also in California and Florida. Clients have praised The Harrin Group for their outstanding service, professionalism, knowledge, and honesty. Whether you are in need of insurance or financial advice, The Harrin Group, led by Brian Harrin, is there to help every step of the way. With a focus on personalized service and prompt responses, The Harrin Group ensures that each client is treated like family.
906 Lightstone Dr, San Antonio, TX 78258, United States -
InsuranceSmart - Get Help With Medicare!
β ClosedInsuranceSmart - Get Help With Medicare! is an independent insurance agency located in San Antonio, Texas, United States. Our mission is to provide exceptional value and service to our clients in all the markets we serve. We specialize in helping seniors transition to Medicare and stay up to date with annual benefit changes throughout their lives. In addition to Medicare coverage, we offer a variety of life, health, long-term care, and final expense coverage options, as well as fixed indexed annuities. Annuities are a secure financial product designed to safely grow your savings, investments, and retirement accounts, offering both fixed and indexed returns. They provide guaranteed and non-guaranteed income solutions, liquidity options, and a no-loss guarantee to protect your investment.
8000 IH 10 West Suite 600, San Antonio, TX 78230, United States -
The Brokerage, Inc.
β ClosedThe Brokerage, Inc. is an insurance agency located at 7800 Interstate 10 in San Antonio, Texas, United States. They offer personalized training and support from experienced insurance professionals to help you grow your Life, Health, and Medicare insurance business. With a focus on empowering agents with insurance technology and marketing programs, The Brokerage provides all the tools you need to quote, submit applications, and connect with clients. They have direct contracts with top insurance carriers, offering a wide range of products including Medicare, ACA, Life, Disability, LTC, and Annuities. Agents everywhere are growing their businesses with The Brokerage, praising the staff for their knowledge, support, and professionalism. The Brokerage also provides incentives such as Brokerage Bucks and E&O reimbursements to help agents market their practices and build connections. Founded in 1976, The Brokerage is dedicated to the success of their agents and carrier partners, offering in-person and virtual trainings, expert articles, and on-demand training videos. Whether you're new to insurance or an established agent, The Brokerage, Inc. is here to serve you and help you succeed in the insurance industry.
7800 I-10 Suite 115, San Antonio, TX 78230, United States -
Erik Davila, FIC - Modern Woodmen of America
β ClosedErik Davila, FIC - Modern Woodmen of America is a finance and insurance agency located on Interstate 10 in San Antonio, Texas, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative with Modern Woodmen, you can make a positive impact for your family and community by meeting current needs, achieving future dreams, and planning for all stages of life. The institution offers a portfolio of high-quality financial products to help meet a wide range of life needs. Members have access to benefits and programs that can impact their community. You can make payments, update information, and access account details online through the member website. If you are unable to find a representative in your community, Modern Woodmen is ready to assist you. Securities are offered through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. Visit the website for more information on products and services available.
8000, I-10 Ste. 604, San Antonio, TX 78230, United States -
MetLife
β ClosedMetLife is an insurance agency located at 7012 Fairgrounds Parkway in San Antonio, Texas, United States. We are dedicated to protecting you and your family by providing all the information you need in one convenient place. At MetLife, safeguarding your information is our top priority, especially in the face of social engineering scams targeting customers of financial services companies. We offer Health Savings Accounts (HSAs) as a critical benefit for employee retention and financial well-being. Our dental network includes preferred dental programs, Dental Health Maintenance Organizations (HMOs), and options for Federal government employees. By logging into MyBenefits, you can easily search for in-network dentists and manage your benefits online.
7012 Fairgrounds Pkwy, San Antonio, TX 78238, United States -
Teamwork Financial Group - McAllen
β ClosedTeamwork Financial Group - McAllen, located at 3400 North McColl Road in McAllen, Texas, is a finance institution dedicated to helping individuals create personalized retirement strategies. By using an Integrated Legal, Tax, and Financial Plan, the experienced team at Teamwork Financial Group will assess your current financial situation and determine your retirement needs. Schedule a meeting with Teamwork Financial Group to receive a custom strategy tailored to help you reach your unique retirement goals. Download a 6-page instant guide on key financial challenges that can impact your income plan in retirement.
3400 N McColl Rd b1, McAllen, TX 78501, United States -
Merrill Lynch Wealth Management
β ClosedMerrill 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.
17802 I-10, San Antonio, TX 78257, United States -
Southwestern Investment Group
β Closedg personally. He worked with campuses such as Texas A&M University, University of Texas, and many others in the greater Texas area. After several successful years in sales leadership, Manny was invited to join the school fundraising division of Southwestern, Great American Opportunities. He excelled in this role, eventually becoming Vice President of Experienced Salespeople, overseeing fundraising professionals nationwide. With a strong background in finance and a passion for helping others achieve their financial goals, Manny joined SageSpring Wealth Partners (formerly Southwestern Investment Group) as a Vice President and Financial Advisor. He is dedicated to providing personalized financial advice and guidance to each client, ensuring that their individual needs and goals are met.
14855 Blanco Rd Suite 203, San Antonio, TX 78216, United States -
Jeffrey Anderson
β OpenJeffrey Anderson is a finance institution located at 17806 Interstate 10, San Antonio, Texas, United States. At Jeffrey Anderson, we understand that life's grandest visions require thoughtful plans. Our team is dedicated to meeting the dynamic needs of each client, adapting to their unique challenges and providing an elevated level of service. We empower decision making with expert guidance, offering seamless financial management for both families and their futures. Our network delivers a full suite of financial solutions to ensure stability and intelligent community investing. With bespoke investment strategies aligned to your financial objectives, our clients gain access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we provide holistic and relevant advice to create a sustainable wealth management plan designed around your objectives. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help you focus on what matters most. With a comprehensive suite of solutions for holistic financial planning, we cater to various trusts and offer fiduciary oversight, account management, and assistance with distributions and bill-pay services. Our experienced team works with clients to provide a wealth management plan for their near, medium, and long term objectives. Rockefeller Financial LLC is a broker-dealer and investment adviser registered with the SEC, offering a range of investment, insurance, and annuity products. Investing involves risk, and past performance is not a guarantee of future results. Consult your tax advisor and attorney for tax and legal matters.
Promenade One at Eilan, 17806 I-10, San Antonio, TX 78257, United States -
David Lloyd
β OpenDavid Lloyd is a finance institution located at 17806 IH-10W in San Antonio, Texas. Our team is dedicated to meeting the dynamic needs of each client, providing tailored solutions at every stage of wealth. From financial management for your family to comprehensive investment strategies, we offer a full suite of services to ensure stability for today and your family's future. Our experienced team works with clients to create sustainable wealth management plans aligned with their objectives. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help you focus on what matters most. With a focus on holistic financial planning, we provide solutions for individuals and institutions, including various trust services. As a dually registered broker-dealer and investment adviser, we offer investment, insurance, and annuity products to help you achieve your financial goals. Contact us today to learn more about how we can empower your decision-making and provide expert guidance for your financial future.
17806 IH-10W Suite 210, San Antonio, TX 78257, United States -
Danny Dean - Thrivent
β ClosedDanny Dean - Thrivent is a finance institution located at 15900 La Cantera Parkway in San Antonio, Texas. Our dedicated Heart of Texas team is committed to providing exceptional financial services based on Christian principles. Since our establishment in 1993, we have helped individuals, families, and businesses responsibly manage their finances. Our experienced professionals offer personalized financial solutions tailored to your unique needs, combining expertise in finance with a deep understanding of Christian values to guide you towards financial clarity and stewardship. We believe in using money as a tool, not a goal, and are dedicated to providing financial advice, investments, insurance, banking, and generosity programs to help you make the most of all you've been given. As a member of Thrivent, you become part of a community looking out for others and sharing in the collective ownership of our company. Our comprehensive advice and financial strategies are designed to help you achieve financial clarity and confidence as you work towards your goals and dreams. Join us at Danny Dean - Thrivent and let us help you on your financial journey.
15900 La Cantera Pkwy Suite 20285, San Antonio, TX 78256, United States -
James Augustine
β OpenJames 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.
17806 IH-10W Suite 210, San Antonio, TX 78257, United States -
First Command District Advisor - Dave Bonney
β ClosedFirst Command District Advisor - Dave Bonney is a finance institution located at 1919 Oakwell Farms Parkway, San Antonio, Texas, United States. This institution provides financial services and guidance to individuals seeking a career as a Financial Advisor. The webpage contains a testimonial from a Financial Advisor for First Command, sharing their experience working with their District Advisor. The testimonial is meant to help potential recruits determine if a career as a Financial Advisor is a good fit for them. The District Advisor supervises the day-to-day activities of the Financial Advisor, who is a paid employee or independent contractor of First Command. It is important to note that the testimonial may not be representative of all experiences and does not guarantee future success. First Command does not discriminate in recruiting Financial Advisors based on race, color, religion, national origin, sex, marital status, disability, age, or veteran status. Any information provided to First Command will be reviewed carefully, but does not guarantee an opportunity to enter into a Financial Advisor/Agent Agreement.
1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX 78218, United States
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