Personalized investment recommendations in San Antonio, Texas

Merrill Lynch Financial Advisor Antonio Pina-Zentella is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. As your Merrill advisor, the focus is on connecting all aspects of your financial life to help prioritize and pursue the goals that matter most to you. Managing your wealth begins with a deep understanding of your financial picture, and a flexible strategy can be created based on your priorities and market conditions. The institution offers access to investment insights from Merrill and banking solutions from Bank of America. The team is committed to building strong client relationships based on trust and personalized service. The institution offers personalized wealth management strategies, with a focus on family, goals, and priorities. Merrill Personal Wealth Analysis™ can help build a personalized plan centered on goals. The advisors work to understand your goals and provide advice and guidance to help you stay informed. The institution believes in a relationship-based approach, with a focus on helping clients pursue their financial goals. Investment Personality Assessment is used to customize financial approaches based on client preferences. The advisors help clients manage, grow, and preserve their wealth while considering long-term impacts. Regular check-ins and adjustments to financial approaches are made to help clients stay on track. The team at Merrill Lynch Wealth Management Advisors is committed to helping clients navigate financial complexities and achieve their goals. The institution offers personalized investment strategies and comprehensive financial solutions. Antonio Pina-Zentella is registered to do business in NJ, TX. Investing involves risk, and past performance does not guarantee future results. Merrill does not provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions. This material is not a recommendation for any security or investment strategy. Additional information is available in the Client Relationship Summary.

Mesquite Wealth San Antonio - Ameriprise Financial is a finance institution located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. If you or someone you know has financial questions, our practice is here to help. We offer complimentary initial consultations to discuss your individual goals, whether it be retirement, education, or a major purchase. Our team provides investment recommendations based on your personal risk tolerance and regularly reviews your progress to ensure you are on track to meet your financial goals. You can access your investments and accounts securely from any device and track your progress towards your goals. Our services also include important topics such as Social Security benefits and identity theft protection. We are proud to have advisors like Steve Dziuk recognized on the Forbes Best-in-State Wealth Advisors list, showcasing our commitment to helping clients achieve their long-term financial goals. Schedule a consultation with us to see how personalized advice can help you reach your financial goals. Please note that Ameriprise financial advisors are registered in certain U.S. states, so be sure to check the advisor's personal website or FINRA’s BrokerCheck website for more information. Thank you for considering Mesquite Wealth San Antonio - Ameriprise Financial to help you or your loved ones achieve financial success.

InsuranceSmart - 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.

Jared is a renowned finance and jewelry store located at 17327 Interstate 10 in San Antonio, Texas, United States. Offering a wide selection of high-quality jewelry, watches, and accessories, Jared is the go-to destination for those looking to add a touch of luxury to their collection. With expert staff on hand to assist with financing options and personalized recommendations, Jared is committed to providing exceptional service and helping customers find the perfect piece for any occasion. Visit Jared today to experience the ultimate in luxury shopping.

Welcome to The Fountain of Youth Spa, located at 18587 Sigma Road in San Antonio, Texas. As a beauty salon, hair care, and spa institution, we specialize in nonsurgical cosmetic and body treatments with natural results. We understand the importance of thoughtful consideration when it comes to aesthetic treatments, which is why we offer a range of gentle and effective options that can deliver natural, gradual results without the need for invasive procedures. At The Fountain of Youth Spa, we believe that facial treatments offer more than just rejuvenation – they provide long-term benefits for your skin. By investing in healthy skin today, you can enjoy a radiant tomorrow with improved texture, tone, and reduced signs of aging. Our state-of-the-art innovations set a new benchmark in beauty treatments, blending cutting-edge technologies with expert artistry to ensure transformative outcomes that surpass expectations.

Sam Longoria - State Farm Insurance Agent is an insurance agency located at 11026 Culebra Road in San Antonio, Texas. Serving the community since 1987, our team provides Good Neighbor Service to the residents of San Antonio and Alamo Ranch. With a BA in Economics from the University of Texas and certifications as a Chartered Life Underwriter and Fellow Life Management Institute, Sam Longoria is dedicated to helping clients protect their assets and plan for the future. Our experienced office team has over 110 years of combined experience and has received various awards and qualifications, including Ambassador Travel Qualifier, Chairman's Circle Qualifier, and Presidents Club Qualifier. We offer tips and advice on reducing risks for small businesses, safe rural road driving, and downsizing for retirement.

MAR Financial Group, located at 1534 West Contour Drive in San Antonio, Texas, is a top-rated insurance agency specializing in health and employee benefits. With over a decade of experience, MAR Insurance Group has been recognized as a leader in providing competitive insurance packages for small businesses in Texas. Their personalized service and top-notch education make them a trusted resource for businesses in Cotulla, Seguin, Austin, Boerne, Houston, and beyond. MAR Insurance Group offers a wide range of insurance solutions to protect businesses, employees, and personal assets.

Nancy Jimenez - State Farm Insurance Agent is a trusted insurance agency located at 6826 North Loop 1604 East in San Antonio, Texas. Conveniently situated at Nacogdoches & 1604, near Walmart and Subway, we offer a range of insurance products to protect you and your assets. Whether you need coverage for your home, vehicle, or life, our team is here to help you find the right policy to suit your needs. We also provide valuable tips for safe driving in rural areas and advice on maintaining household appliances like washing machines.

Hendershot Cowart P.C. is a Texas-based law firm located at 227 North Loop 1604 East in San Antonio, Texas. Specializing in business law, health law, probate litigation, and OSHA defense, our experienced attorneys work with clients to protect their livelihoods. From start-up ventures to established institutions, we provide advice, preparation, and protection for businesses and healthcare practices. With over three decades of experience, our lawyers have counseled business owners, healthcare professionals, investors, and shareholders through disputes, investigations, transactions, and business formations. We take the time to understand each client's unique needs and recommend the best legal approach for their situation. While we focus on the legal issues, clients can focus on their success.

Edward Jones - Financial Advisor: John V Lerma is a trusted financial institution located at 9311 San Pedro Avenue in San Antonio, Texas. As a dedicated finance professional, John V Lerma offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest, John V Lerma can provide expert guidance and support. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: John V Lerma is the ideal choice for all your financial needs in San Antonio.

Skillrud & Associates - Ameriprise Financial Services, LLC is a finance institution located at 8000 Interstate 10 in San Antonio, Texas, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered in certain U.S. states. The institution cannot guarantee future financial results. Clients can refer friends and family members to help them achieve their financial goals. Skillrud & Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Visit their website for more information on privacy, security, and important disclosures.

Furniture Row - Bedroom is a furniture store located at 6628 Ingram Road in San Antonio, Texas, United States. Our store offers an unmatched selection of quality brands at unbeatable value, making it a local favorite for all your furniture needs. Whether you're looking for furniture for your living room, kitchen, dining room, home office, bedroom, patio, or home décor, our expert sales staff is here to guide you through the shopping process with no pressure. We pride ourselves on offering specialty furniture stores' unbeatable pricing and selection in one convenient location, dedicated to excellence in customer experience. Our showroom features an extensive collection of furniture for every room in your home, sourced from trusted manufacturers known for their craftsmanship and durability. We believe in providing pieces that will stand the test of time, making furniture shopping a long-term investment. In addition to serving the residents of San Antonio, we also cater to the surrounding communities and local military bases. Whether you're from New Braunfels, Schertz, Boerne, Helotes, or a nearby town, our store is here to provide you with top-notch furniture and exceptional service. We are committed to helping you create a comfortable and stylish living space that reflects your unique style and personality.

Javier C Leal - State Farm Insurance Agent is a reputable insurance agency located at 12011 Huebner Road in San Antonio, Texas, United States. Conveniently situated near Hobby Middle School off Huebner and Vance Jackson, this institution is led by a dedicated professional who is a graduate of Texas A&M University - Kingsville and holds an MSW from Our Lady of the Lake University of San Antonio. As an active member of various organizations such as Friend of SAISD Foundation, Friend of Northside Education Foundation (NEF), and Friend of YMCA of San Antonio - Westside Branch, Javier C Leal takes pride in his community involvement. Achieving the Ambassador Travel Qualifier status is a significant accomplishment for him.

Edelman Financial Engines is a leading financial institution located at 19026 Ridgewood Parkway in San Antonio, Texas, United States. Specializing in finance, they offer a wide range of services including investment management, financial planning, retirement planning, and more. With a team of experienced professionals, Edelman Financial Engines is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines is committed to providing personalized solutions tailored to your unique needs.

Hoppes and Associates is a financial institution located at 900 Isom Road in San Antonio, Texas, United States. Our Texas office is situated at Suite 104, where we offer a range of financial services to our clients. Please note that the information provided by Hoppes & Associates is not intended to be specific legal or tax advice. Our guarantees are backed by the financial strength of the issuing company, and we do not provide tax or legal advice ourselves. We recommend consulting with your tax advisor or attorney for personalized guidance. The information provided by Hoppes and Associates is for informational purposes only and should not be relied upon for financial, legal, or insurance decisions. We are not liable for any reliance placed on this information. Please use this information at your own risk. Hoppes and Associates Financial cannot guarantee the performance of any investment or insurance product. Our advisors may receive commissions on the sale of insurance products.

Kellie Moore - State Farm Insurance Agent is an insurance agency located at 10744 Braun Road, San Antonio, Texas, United States. They offer services to help you determine whether it's better to buy a new car or keep your older one, with tools like a car depreciation calculator. They also provide tips on how to make your home and driving safer for your pets. Additionally, they offer advice on DIY auto maintenance to help combat rising repair costs. For your protection, they advise against sharing sensitive personal information online and provide a phone number for assistance. Investors can obtain important information about investment options through fund prospectuses on their website. Securities are distributed by State Farm VP Management Corp. Life insurance and annuities are issued by State Farm Life Insurance Company. State Farm VP Management Corp. is a separate entity from State Farm entities offering banking and insurance products. They do not provide tax or legal advice and recommend consulting a professional advisor for personalized guidance.

The Place at Oak Hills is a premier real estate agency located at 2370 Northwest Military Highway in San Antonio, Texas. Our team of experienced professionals is dedicated to helping clients find their dream home or investment property in the vibrant city of San Antonio. Whether you are looking to buy, sell, or rent, we provide personalized service and expert guidance every step of the way. With a focus on customer satisfaction and market expertise, The Place at Oak Hills is your go-to destination for all your real estate needs in San Antonio.

Ameritas Group is an insurance agency located at 5250 Prue Road, San Antonio, Texas, United States. When it comes to long-term financial goals, having a plan is essential. Ameritas Group can help you create the right plan to secure your future and give you peace of mind today. With insurance products and services, you can be prepared for whatever life may bring, allowing you to spend more time enjoying the things you love. Whether you're looking for dental, vision, or hearing care, Ameritas Group offers affordable plans for individuals, families, and organizations to invest in their overall health and well-being. Additionally, their qualified professionals can assist you in achieving your long-term financial goals through teamwork and personalized strategies.

The Summit Group is a finance institution located at 342 West Woodlawn Avenue, San Antonio, Texas, United States. Our organization prides itself on our enduring values and maintaining the highest human and professional qualities in all our relationships. We specialize in strategically implementing investment styles into portfolios and empowering clients' insight through our certified wealth management consultants. Our goal is to serve as capital wealth advisors and allocators, providing personalized recommendations based on in-depth knowledge of each client. Join us at The Summit Group to experience expert financial guidance and tailored wealth management services.

Guided Trails Private Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. As one of Forbes Best-in-State Wealth Management Teams for 2023, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews your progress, and adjusts your approach as needed to help you achieve financial success. With secure online access, you can track your investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how we can help you reach your financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and we adhere to strict privacy and security regulations to protect your information. Contact us today to discuss what's most important to you and start planning for a secure financial future.

nderstand that each client has unique financial goals and priorities, and we tailor our approach to meet those needs. From retirement planning to investment management, we provide comprehensive financial solutions to help our clients achieve their long-term objectives. Located in the heart of San Antonio, Texas, our team at Merrill Lynch Financial Advisor Walter C Hayne is dedicated to providing exceptional service and guidance to our clients. With a focus on building relationships and understanding our clients' individual needs, we strive to deliver thoughtful and integrated strategies that can address even the most sophisticated financial objectives.

First Command Financial Advisor - Brann Calvetti is a finance institution located at 1919 Oakwell Farms Parkway, San Antonio, Texas, United States. This institution offers financial services to clients in a professional and personalized manner. The institution prides itself on providing expert financial advice and guidance to help clients achieve their financial goals. The testimonial included in this material is from a client of First Command Financial Services, Inc., provided voluntarily without any compensation. Please note that individual experiences may vary and past performance is not indicative of future success.

Merrill Lynch Financial Advisor Michael D Whitehurst is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. With a planning approach that is personalized to help clients pursue their financial goals, the Collins Whitehurst Femat Group has been providing wealth management services for over 50 years. The team values strong client relationships and offers thoughtful advice and guidance on various aspects of financial planning, including investing, retirement income planning, wealth transfer, estate planning, and life insurance. The institution aims to exceed client expectations through outstanding customer service and informed recommendations. They strive to build long-lasting client relationships based on trust and discretion, offering proactive communication and serving as financial collaborators for clients and their families. The team is dedicated to helping clients navigate life's twists and turns by developing comprehensive wealth management strategies tailored to individual goals.

Bank of America Private Client Advisor Dean A Lammert is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personal experience. They take the time to listen and understand each client's needs and goals before creating personalized strategies to meet those objectives. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. They prioritize the goals of their clients, whether it be preserving and sharing wealth, building philanthropic legacies, or planning for future growth. The institution values innovation and continually adapts to evolving markets and financial landscapes. They provide disciplined financial strategies and aim to bridge generations to ensure long-term success for their clients. Please note that by visiting their website, you may be directed to FINRA's BrokerCheck. Bank of America Private Bank does not provide legal, tax, or accounting advice, and it is recommended to consult with your own advisors before making any financial decisions.

Sara Ortiz, a Financial Advisor at Ameriprise Financial Services, LLC in San Antonio, Texas, offers a wide range of financial services to meet the needs of individuals and businesses. Sara holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating her expertise in asset management, estate planning, investment strategies, and retirement planning. Whether you are a retiree, small business owner, or high net worth client, Sara can provide personalized financial advice to help you achieve your goals. Contact Sara Ortiz today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Hector Daniel Nino is a finance institution located at 1803 Broadway, San Antonio, Texas, United States. With over 30 years of experience in the financial service industry, Danny Nino joined Merrill Lynch Wealth Management in 2013 and has been a Financial Advisor since 2002. He holds a B.A. in Economics from the University of Texas at Austin and earned his CERTIFIED FINANCIAL PLANNER certification in 2009. Danny is dedicated to helping clients achieve their financial goals through Merrill's Goals-Based Wealth Management approach. As part of the K & I and Associates Team, he focuses on financial strategies and retirement plans for businesses. Danny is also a Certified Plan Fiduciary Advisor, providing fiduciary services to Retirement Plan clients. Along with his wife Susan and young son, Danny enjoys traveling to new and exciting locations. The Merrill Personal Wealth Analysis™ offered by Merrill Lynch Wealth Management helps clients build personalized financial plans centered on their goals and aspirations. By focusing on family, goals, and priorities, the financial advisors at Merrill Lynch work to understand clients' evolving needs and provide tailored solutions. Through the Investment Personality Assessment, Merrill helps clients refine their investing preferences and customize financial approaches to align with their goals. The institution's mission is to help clients manage, grow, and preserve their wealth while considering the impact it can have for years to come. By continuously reviewing and adjusting financial approaches, Merrill Lynch Wealth Management aims to help clients achieve what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop strategies to address their financial needs. The institution offers a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors, who provide personalized investment strategies and comprehensive financial solutions. Hector Nino is registered to do business in multiple states and holds the CFP® certification. Merrill reminds clients that investing involves risks and recommends consulting legal and tax advisors before making financial decisions. With a focus on getting to know clients personally, Merrill Lynch Wealth Management Advisors design approaches that reflect clients' unique needs, priorities, and financial situations. By offering the latest investment insights and strategies, Merrill aims to help clients live their best financial lives.

John White is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1314 East Sonterra Boulevard in San Antonio, Texas, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of financial planning and asset management topics, ensuring that John is well-equipped to assist individuals with their investment needs. With expertise in estate planning, retirement planning, investment strategies, and insurance products, John White is committed to providing personalized and comprehensive financial advice to his clients. Whether you are a retiree, small business owner, or high net worth individual, John can help you navigate the complexities of financial planning and achieve your financial goals.

Brad Lemmon - Financial Advisor, Ameriprise Financial Services, LLC, located at 10001 Reunion Place in San Antonio, Texas, offers personalized financial planning services to help clients reach their goals, whether it's retirement, education, or a major purchase. Brad provides investment recommendations tailored to individual risk tolerance and goals, and regularly reviews progress with clients to make adjustments as needed. Clients can access their accounts and track progress online securely. Brad is a registered investment adviser with Ameriprise Financial Services, LLC, and offers investment products and services through FINRA and SIPC. Potential clients can schedule a complimentary initial consultation to learn more about how Brad can help them achieve financial success.

Kirk Snelling - Financial Advisor at Ameriprise Financial Services, LLC, located at 10001 Reunion Place in San Antonio, Texas, offers personalized financial planning services to help clients achieve their goals. With a focus on retirement, education, and major purchases, Kirk provides investment recommendations tailored to individual risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their accounts and track progress online securely. Schedule a complimentary consultation to learn more about Kirk's services and how he can help you reach your financial goals. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Please refer to FINRA's BrokerCheck website for more information on Kirk Snelling's qualifications and registered states.

Cindy Lemmon is a financial advisor at Ameriprise Financial Services, LLC, located at 10001 Reunion Place in San Antonio, Texas, United States. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Cindy helps clients track their progress towards financial goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. Those interested can schedule a complimentary initial consultation to learn more about Cindy's services. She is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. Cindy Lemmon can only conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. Clients can expect privacy and security protections through Ameriprise Financial's policies. Referrals are welcome, and Cindy looks forward to helping friends and family members achieve their financial goals.