San Antonio Financial Planners

in San Antonio, TX

196
Financial Planners are
in San Antonio

19
Financial Planners in San Antonio
are top rated

A
Rated by
JANE O.
"
is friendly, easy going and very attentive. He works incredibly hard and has a passion for financial planning. All his advice has been right on target.
A
Rated by
ARMANDO N.
"The credit union has always extended a helping hand when one is needed. It was a helpful and great experience. I would definitely go back to that company again. They made me comfortable with investing my money with them.
D
Rated by
Joyce L.
"I have homeowners/car insurance with
for over 30 years. When bad weather cause my fence to fall down, they refused to replace it because they said it was to" old. The fence was not to old to insure for years. I have a crack on the side of my house from top to the bottom. This was not covered as well. I not getting anything for my money.

San Antonio Financial Advising Articles

Financial Advising reviews in San Antonio

F

Rating
San Antonio Financial Planners Provider Name Locked
was financial adviser to me and my husband. He highly recommended we purchase $33,000 in an REIT, Wells Timberland, so we did (as we paid him a fee for financial advice, we took his advice). My 2012 statements from Wells Timberland looked fishy, and I discovered THIS had happened
http://www.finra.org/newsroom/newsreleases/2011/p125153of-misleading-marketing-materials--8983.html...More /> Our $33,000 investment is now worth $21,000, according to statements from Wells Timberland. And some say, still dropping. Wells Timberland had a very rocky history prior to the time we signed up. Wouldn't you think someone you hired as a financial adviser should have known about their history, known if they were reliable, and protected our investment - rather than putting it at risk? After all, that's what we hired Mr.
San Antonio Financial Planners Provider Name Locked
to do. The net abounds with law firms offering to represent us in a suit. Just sayin'.
- Charles&Denise S.
D

Rating
After my father's recent passing, I contacted SSFCU because father's truck loan was through them. I was put in contact with the department that specializes in these sorts of situations, I believe it was called the "bereavement department". I explained that I needed to inform them of my father's passing and provided my name and all his account information. The individual I spoke with,
San Antonio Financial Planners Provider Name Locked
, was very matter of fact and asked what our intentions are with regards to the vehicle. I explained that neither my brother or I had access to my father's accounts yet as he did not have a will. I explained it would be about 60 days before we will have completed the legal heir-ship process and have access to dad's bank account OR around the same amount of time before any insurance monies are available to pay off the vehicle in full. Specifically, I asked if SSFCU would please stop charging (or later remove) any incurring late fees on my father's account so it doesn't continue to increase the balance while we attempt to figure out the best way to pay off the truck loan.
San Antonio Financial Planners Provider Name Locked
said no, because he is late on his payments. I said, no he isn't late, he is deceased. He has paid on time every month until his date of death. She told me that my brother and I are late on the payments then. I pointed out that our names aren't on the loan at all and have been assured we aren't legally responsible to pay the loan off at all. We are just trying to work with them to pay it off so as to respectfully close out all my father's affairs. We are merely asking for some consideration in keeping the balance from going up due to late fees while we get the situation handled.
After refusing to work with us on charging late fees,
San Antonio Financial Planners Provider Name Locked
insisted that we provide a copy of my dad's death certificate for his file. I asked why since they intend to handle his account the same as if he was alive and refusing to pay on time.
San Antonio Financial Planners Provider Name Locked
explained that they needed to protect their bank and make sure that no one comes in and attempts to open an account using his identity. I asked very specifically, "so you want me to give you a copy of his death certificate to help protect your establishment, not so you can help my family?" She said she guesses so. I let her know we have already reported his death to everyone we are required for identity theft prevention and ended that conversation without providing any further information. I decided to instead work with a local branch office with whom my boyfriend has an account and has been generally happy with.
Although I did not give out any of my contact information to
San Antonio Financial Planners Provider Name Locked
AND am not listed as a responsible party on the loan, somehow SSFCU managed to get my cell phone number on their collections calling list, calling multiple times a day asking for me and also for my deceased father requesting immediate payment on my dad's loan. The calls became so invasive I stopped answering my phone to any unknown callers. As a result of SSFCU's refusal to work with us on late fees accrued after my father's death and the constant collections calls to my cell phone, my brother and I nixed the plan to pay off and keep my dad's truck and instead returned it to a local SSFCU branch office.
The branch office for general banking has always been satisfactory, however the loan department, collections and bereavement departments definitely leave something to be desired. My boyfriend closed his accounts with SSFCU as to not support a credit union with inconsistent customer service practices. I surely will never use them after how my family was treated, all while we tried to work with them to handle the loan, which would have been in everyone's best interest.

- Kim B.
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All Financial Planners in San Antonio, TX

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

70 NE LOOP 410
San Antonio, TX

A G EDWARDS & SONS INC

100 NE LOOP 410
San Antonio, TX

A G EDWARDS & SONS INC

777 E SONTERRA BLVD
San Antonio, TX

AC GROUP LLC

8600 WOOD PL
San Antonio, TX

ACCION Texas Inc

2014 S Hackberry St
San Antonio, TX

ACG Business Financial Services

3740 Colony Dr Ste LL 100
San Antonio, TX

ADVANCING LOANS GROUP

10010 SAN PEDRO AVE
San Antonio, TX

Aetna TRS Care

PO Box 981106
El Paso, TX

AFFORDABLE AUTO TITLE & SURETY BONDS

9838 Phil Halstead Dr.
Houston, TX

Affordable Bookkeeping and Tax Services

4100 S WW White Road
San Antonio, TX

Affordable Health Insurance Agency

7330 San Pedro Ave Ste 150
San Antonio, TX

AIG FINANCIAL ADVISORS

2526 LOVETREE ST
San Antonio, TX

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

American Health Value

671 E Riverpark Ln
Boise, ID

AMERIPRISE FINANCIAL

8310 N CAPITAL OF TEXAS HWY, STE 360
Austin, TX

AMERIPRISE FINANCIAL

19311 FM 2252
San Antonio, TX

ARTHUR RIKLIN

1100 NE LOOP
San Antonio, TX

Avid Advertising Inc

2204 Garnet Ave Ste 201
San Diego, CA

BANC OF AMERICA INVESTMENT SVC

601 NW LOOP
San Antonio, TX

BANC OF AMERICA INVESTMENT SVC

12303 NACOGDOCHES RD
San Antonio, TX

BANC OF AMERICA INVESTMENT SVC

7333 WURZBACH RD
San Antonio, TX

Bauer Willis & Associates Inc

11703 Huebner Rd
San Antonio, TX

BEBUFF INC

8702 DRAYTON HTS
San Antonio, TX

BetaFrontier, LLC

156 W Superior St Apt 401
Chicago, IL

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Bootes, Dr. Robert L.

5412 Wending Ct
Louisville, KY

BRAYMEN LAMBERT & NOEL SECURIT

100 W OLMOS DR
San Antonio, TX

Bryan and Strange Inc

622 N Pine St
Deridder, LA

Cash Advance San Antonio

334 W Commerce St
San Antonio, TX

cashtexters.net

6462 Westwood St
Moorpark, CA

Catalano, Caboor & Company

101 West 22nd Street
Lombard, IL

CHESLER ADVISORY CO INC

7373 BROADWAY ST
San Antonio, TX

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Credit Dr.

115A East Main Street
Farmington, NM

Credit Repair San Antonio

214 W Nueva
San Antonio, Te

Crutchfield Insurance Group

2511 N Loop 1604 W
San Antonio, TX

David Howell - Ameriprise Financial

4091 De Zavala Rd
San Antonio, TX

Day Global, LLC

111 Mohawk Trail, #7
Crestview, FL

Debt Relief NW Inc

202 SE 181st Ave. Ste 102
Portland, OR

DEMPSEY INVESTMENT STRATEGIES

7046 SNOWFLAKE DR
San Antonio, TX

DES Business Solutions

501 South Main Ste 105
San Antonio, TX

DOMINION INVESTOR SVC INC

3838 MEDICAL DR
San Antonio, TX

Don Fitch, CPA

74-478 Highway 111 #3
Palm Desert, CA

EDWARD JONES

2211 NW MILITARY HWY
San Antonio, TX

EDWARD JONES

158 STATE HIGHWAY 16 S
Bandera, TX

EDWARD JONES

28550 IH 10 W
Boerne, TX

EDWARD JONES

215 W BANDERA RD
Boerne, TX

EDWARD JONES

1030 COUNTRY LN
Castroville, TX

EDWARD JONES

15503 BABCOCK RD
Helotes, TX

EDWARD JONES

160 CREEKSIDE PARK RD
Spring Branch, TX

EDWARD JONES

263 LOOP
New Braunfels, TX

EDWARD JONES

1847 W STATE HIGHWAY 46
New Braunfels, TX

EDWARD JONES

1550 FM
Canyon Lake, TX

EDWARD JONES

433 KITTY HAWK RD
Universal City, TX

EDWARD JONES

3820 FM
Schertz, TX

EDWARD JONES

809 E COURT ST
Seguin, TX

EDWARD JONES

116 S MOSS ST
Seguin, TX

EDWARD JONES

1447 E COURT ST
Seguin, TX

EDWARD JONES

5148 BROADWAY ST
San Antonio, TX

EDWARD JONES

4223 MCCULLOUGH AVE
San Antonio, TX

EDWARD JONES

825 W BITTERS RD
San Antonio, TX

EDWARD JONES

14377 BLANCO RD
San Antonio, TX

EDWARD JONES

13416 SAN PEDRO AVE
San Antonio, TX

EDWARD JONES

2344 E SOUTHCROSS BLVD
San Antonio, TX

EDWARD JONES

14603 Huebner Rd Bldg 3001
San Antonio, TX

EDWARD JONES

9179 Grissom Rd Ste 105
San Antonio, TX

EDWARD JONES

6531 FM 78
San Antonio, TX

EDWARD JONES

12000 E Loop 1604 N Ste 114
Universal City, TX

EDWARD JONES

10350 Bandera Rd Ste 301
San Antonio, TX

EDWARD JONES

15900 La Cantera Pkwy
San Antonio, TX

EDWARD JONES

701 19TH ST
Hondo, TX

EDWARD JONES

15118 San Pedro Ave
San Antonio, TX

Envisions Events

PO Box 1341
Conyers, GA

Fast Money

5150 Broadway St #184
San Antonio, TX

Fast Money

5150 Broadway St #184
San Antonio, TX

FAZIO

614 INDIGO ST
San Antonio, TX

FIDELITY INVESTMENTS

139 N Loop 1604 E Ste 103
San Antonio, TX

Financial Consulting Group

11207 Perrin Beital
San Antonio, TX

FINANCIAL HOUSE INC

7800 W IH 10
San Antonio, TX

FINANCIAL NETWORK INVEST CORP

530 SAN PEDRO AVE
San Antonio, TX

FINANCIAL NETWORK INVESTMENT

9311 SAN PEDRO AVE
San Antonio, TX

Financial Process Group

11468 Huebner Road
San Antonio, TX

First Fidelity Tax and Insurance

1619 East Common Street Suite 1101
New Braunfels, Tx

Fresh Start Credit Repair

Mobil - we go to client
San Antonio, TX

Freyman CPA, P.C.

40 Exchange Place
New York, NY

G & S ASSET INVESTMENTS INC

900 Isom Rd Ste 300
San Antonio, TX

GEORGE E DULLNIG & CO

115 E TRAVIS ST
San Antonio, TX

GREAT NATION INVESTMENT CORP

2218 TARPLEY ST
San Antonio, TX

Green Path Debt Consolidation

109 South Flores Street
San Antonio, Te

GUILD GROUP

1777 NE LOOP
San Antonio, TX

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Heir Advance Company Inc.

Laguna Niguel, CA

Henslee Insurance of Texas

418 PAT BOOKER RD
Universal City, TX

HFS SECURITIES

447 S SEGUIN AVE
New Braunfels, TX

Hittinger Financial

514 FULLERTON AVE
Whitehall, PA

HUFFINGTON INVESTMENTS

10314 MT MICHELLE ST
San Antonio, TX

iBank

3090F Pullman St
Costa Mesa, CA

Internal Tax Resolution of San Antonio

18756 Stone Oak Pkwy, Suite # 200
San Antonio, TX

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

J. Garza & Co.-The Wealth Advisory Firm

111 Soledad, Suite 1315
San Antonio, Tx

JONLEE ASSOCIATES INC

2950 THOUSAND OAKS DR
San Antonio, TX

JORDAN FINANCIAL GROUP INC

15303 HUEBNER RD
San Antonio, TX

Judy Lawrence - MoneyTracker

4801 Lang Ave NE suite 110
Albuquerque, NM

Julian Rodriguez & Associates

1001 S. Mays St.
Round Rock, TX

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

K W NASH INVESTMENTS INC

29715 SADDLEBACK CIR
Boerne, TX

Kansas City Credit Services

2016 Swift Ave
Kansas City, MO

Ken Flint

12120 N North Loop Rd
San Antonio, TX

KMR CAPITAL

480 W Mill St
New Braunfels, TX

Kortright Partners Inc

2829 S 88th St
Omaha, NE

Legalshield

San Antonio, TX

Lifelock

60 E Rio Salado Pkwy
Tempe, AZ

LINSCO PRIVATE LEDGER

8207 CALLAGHAN RD
San Antonio, TX

LINSCO PRIVATE LEDGER

15303 HUEBNER RD
San Antonio, TX

LION FUNDS MANAGEMENT

9311 SAN PEDRO AVE
San Antonio, TX

LRAC Corporation, LLC

PO Box 20288
Houston, TX

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

MERRILL LYNCH

200 CONCORD PLAZ
San Antonio, TX

MONY GROUP

7300 BLANCO RD
San Antonio, TX

MORGAN STANLEY & CO

700 N ST MARYS
San Antonio, TX

MUSTANG FINANCIAL

PO Box 128
Bulverde, TX

Nationwide Student Aid

333 N Oakley Ave
Chicago, IL

NEW YORK LIFE INSURANCE CO

8000 W IH 10
San Antonio, TX

OWNDirection

120 E 13065 S
Draper, UT

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

PinPoint Insurance Services - Nationwide

5115 Douglas Fir Rd
Calabasas, CA

POWELL HAVINS FINANCIAL SVC

201 N BRYANT ST
Pleasanton, TX

PRECISE SECURITIES

19134 STONE OAK PKWY
San Antonio, TX

Prime National Credit Repair

535 N. Brand Blvd
Glendale, CA

PRIME VEST FINANCIAL SVC

200 N AUSTIN ST
Seguin, TX

PRINCIPAL FINANCIAL GROUP

211 N LOOP 1604 E
San Antonio, TX

RAMIREZ CO

106 S SAINT MARYS
San Antonio, TX

Randolph Brooks Federal Credit Union

4980 Roy Richard Dr
Schertz, TX

RANGER GRADY INVESTMENTS

4810 OAKWAY DR
San Antonio, TX

RAYMOND JAMES FINANCIAL SVC

201 S RIVER ST
Seguin, TX

Rescue One Financial

Business Center Dr
Irvine, CA

SA Income Tax, CPA

205 Cinnabar Trail
Cibolo, TX

SAFE ESTATE PLANS

14310 NORTHBROOK DR
San Antonio, TX

San Antonio Debt Relief

1100 NW Loop 410, Suite 506
San Antonio, TX

SCOT TRADE

85 NE LOOP
San Antonio, TX

Scott Cash Thompson, CFP

16170 Jones Maltsberger Rd
San Antonio, TX

SCOTTRADE INC

45 NE LOOP 410
San Antonio, TX

SECURITIES AMERICA INC

309 Fairfax Cir
Seguin, TX

SECURITIES AMERICA INC

7731 BROADWAY ST
San Antonio, TX

SECURITIES AMERICA INC

431 E MULBERRY AVE
San Antonio, TX

SECURITIES AMERICA INC

6800 PARK TEN BLVD
San Antonio, TX

SECURITIES AMERICA INC

14350 NORTHBROOK DR
San Antonio, TX

SECURITIES AMERICA INC

12915 JONES MALTSBERGER RD
San Antonio, TX

Seguin Gold, Silver and Coins

3552 Alternate 90
Seguin, TX

Sensible Financial

203 Crescent St
Waltham, MA

Sherwood Solutions LLC

10615 Perrin Beitel Rd
San Antonio, TX

SIEBERT BRANDFORD SHANK & CO

6800 PARK TEN BLVD
San Antonio, TX

SMITH BARNEY

300 CONVENT ST
San Antonio, TX

SMITH BARNEY

112 E PECAN ST
San Antonio, TX

SMITH BARNEY

755 E Mulberry Ave Ste 300
San Antonio, TX

SMITH BARNEY

19141 STONE OAK PKWY
San Antonio, TX

SOUTH TEXAS MONEY MANAGEMENT LTD

8133 MESA DR
Austin, TX

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

STERLING RESOURCES INC

28025 IH 10 W
Boerne, TX

STEVE REESE

6391 DeZavala
San Antonio, TX

STP INVESTMENT CORP

13613 BLUFFCIRCLE
San Antonio, TX

Student Consulting Group

817 W Peachtree St
Atlanta, GA

SWBC Investment Services

9311 San Pedro
San Antonio, TX

Teall Insurance Agency

433 Kitty Hawk Rd Ste 219
Universal City, TX

TEXAS SECURITIES CORP

PO BOX 506
Helotes, TX

The Accountant's Pen

595 Macon Hwy
Athens, GA

The Herrington Group, P.I.C.

20343 N Hayden Rd
Scottsdale, AZ

The Main Street Group

4510 Cox Road
Glen Allen, VA

THOMAS W BROWN INVESTMENTS

4 Montique Ct
San Antonio, TX

TIDAL PETROLEUM

1208 FM 78
Schertz, TX

TITLEIST ASSET MANAGEMENT

300 E Sonterra Blvd Ste 330
San Antonio, TX

Tony Burris

13511 Nacogdoches Rd
San Antonio, TX

TRI STAR INVESTMENTS

6623 FOREST DELL ST
San Antonio, TX

UBS FINANCIAL SVC

200 CONCORD PLAZA DR
San Antonio, TX

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

USAA

9800 Fredreicksburg Rd
San Antonio, TX

USAA Federal Savings Bank

10750 McDermott Fwy
San Antonio, TX

USAFA Financial Planning

Floresville, TX

VenturePoint

5460 Babcock Rd
San Antonio, TX

Viceroy's IRS Tax Debt Lawyers

2013 Broadway Street
San Antonio, TX

Virtual Resources Group LLC

2068 Delhi St NE
Holt, MI

WACHOVIA SECURITIES

100 SAINT CLOUD RD
San Antonio, TX

Wealth Engineers

600 17th St., Suite 2800 South
Denver, CO

WELLS FARGO INVESTMENTS

4351 MEDICAL DR
San Antonio, TX

WELLS FARGO INVESTMENTS

12003 VANCE JACKSON RD
San Antonio, TX

WILLIAM WYATT

7979 BROADWAY ST
San Antonio, TX

WOMACK INTERESTS

711 NAVARRO ST
San Antonio, TX

Zinn Insurance Agency

1141 North Loop 1604 East, #105428
San Antonio, TX

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