San Antonio Financial Planners

in San Antonio, TX

199
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.

Local Articles in San Antonio

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Financial planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

money in hand helps when parents needs financial help
Home Healthcare - Independent Living, Longterm Care - Assisted Living, Financial Planning

It's hard to talk money with aging parents, but financial planning and organization are critical when figuring out future health care and living options.

Home repairs can be costly, so it's important to be prepared by budgeting your money appropriately. (Photo by Jennica Abrams)
Financial Planning

On this episode of Chat with the Experts, we talk with financial author Eric Tyson to learn how to budget for home repair emergencies and home improvements.

funeral planning
Funeral Homes, Financial Planning

The average funeral costs more than $7,000. Avoid costly mistakes when planning or preplanning funeral arrangements to make sure your final invesment is sound.

holiday budget
Financial Planning

Holidays got your wallet? Find out ways to save money on gifts, travel and entertaining for Christmas, Hanukkah or Kwanzaa for a less stressful holiday season.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

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.

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!

2nd Chance Credit Repair

2309 Farrington Place

A G EDWARDS & SONS INC

100 NE LOOP 410
San Antonio

A G EDWARDS & SONS INC

70 NE LOOP 410
San Antonio

A G EDWARDS & SONS INC

777 E SONTERRA BLVD
San Antonio

AC GROUP LLC

8600 WOOD PL
San Antonio

ACCION Texas Inc

2014 S Hackberry St
San Antonio

ACG Business Financial Services

3740 Colony Dr Ste LL 100
San Antonio

ADVANCING LOANS GROUP

10010 SAN PEDRO AVE
San Antonio

Aetna TRS Care

PO Box 981106
El Paso

AFFORDABLE AUTO TITLE & SURETY BONDS

9838 Phil Halstead Dr.
Houston

Affordable Bookkeeping and Tax Services

4100 S WW White Road
San Antonio

Affordable Health Insurance Agency

7330 San Pedro Ave Ste 150
San Antonio

AIG FINANCIAL ADVISORS

2526 LOVETREE ST
San Antonio

Allegiant Group Inc

189 W Clarkston Rd Ste 1

American Health Value

671 E Riverpark Ln

AMERIPRISE FINANCIAL

8310 N CAPITAL OF TEXAS HWY, STE 360
Austin

AMERIPRISE FINANCIAL

19311 FM 2252
San Antonio

ARTHUR RIKLIN

1100 NE LOOP
San Antonio

Avid Advertising Inc

2204 Garnet Ave Ste 201

BANC OF AMERICA INVESTMENT SVC

601 NW LOOP
San Antonio

BANC OF AMERICA INVESTMENT SVC

12303 NACOGDOCHES RD
San Antonio

BANC OF AMERICA INVESTMENT SVC

7333 WURZBACH RD
San Antonio

Bauer Willis & Associates Inc

11703 Huebner Rd
San Antonio

BEBUFF INC

8702 DRAYTON HTS
San Antonio

BetaFrontier, LLC

156 W Superior St Apt 401

Boost Credit 101

3773 E Cherry Creek N Dr

Bootes, Dr. Robert L.

5412 Wending Ct

BRAYMEN LAMBERT & NOEL SECURIT

100 W OLMOS DR
San Antonio

Cash Advance San Antonio

334 W Commerce St
San Antonio

cashtexters.net

6462 Westwood St

Catalano, Caboor & Company

101 West 22nd Street

CHESLER ADVISORY CO INC

7373 BROADWAY ST
San Antonio

Credit Dr.

115 A East Main St

Crutchfield Insurance Group

2511 N Loop 1604 W
San Antonio

David Howell - Ameriprise Financial

4091 De Zavala Rd
San Antonio

Day Global, LLC

111 Mohawk Trail, #7

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DEMPSEY INVESTMENT STRATEGIES

7046 SNOWFLAKE DR
San Antonio

DES Business Solutions

501 South Main Ste 105
San Antonio

DOMINION INVESTOR SVC INC

3838 MEDICAL DR
San Antonio

Don Fitch, CPA

74-478 Highway 111 #3

EDWARD JONES

2211 NW MILITARY HWY
San Antonio

EDWARD JONES

158 STATE HIGHWAY 16 S
Bandera

EDWARD JONES

215 W BANDERA RD
Boerne

EDWARD JONES

28550 IH 10 W
Boerne

EDWARD JONES

1030 COUNTRY LN
Castroville

EDWARD JONES

15503 BABCOCK RD
Helotes

EDWARD JONES

160 CREEKSIDE PARK RD
Spring Branch

EDWARD JONES

263 LOOP
New Braunfels

EDWARD JONES

1847 W STATE HIGHWAY 46
New Braunfels

EDWARD JONES

1550 FM
Canyon Lake

EDWARD JONES

433 KITTY HAWK RD
Universal City

EDWARD JONES

3820 FM
Schertz

EDWARD JONES

116 S MOSS ST
Seguin

EDWARD JONES

809 E COURT ST
Seguin

EDWARD JONES

1447 E COURT ST
Seguin

EDWARD JONES

5148 BROADWAY ST
San Antonio

EDWARD JONES

4223 MCCULLOUGH AVE
San Antonio

EDWARD JONES

13416 SAN PEDRO AVE
San Antonio

EDWARD JONES

825 W BITTERS RD
San Antonio

EDWARD JONES

14377 BLANCO RD
San Antonio

EDWARD JONES

2344 E SOUTHCROSS BLVD
San Antonio

EDWARD JONES

14603 Huebner Rd Bldg 3001
San Antonio

EDWARD JONES

9179 Grissom Rd Ste 105
San Antonio

EDWARD JONES

6531 FM 78
San Antonio

EDWARD JONES

12000 E Loop 1604 N Ste 114
Universal City

EDWARD JONES

10350 Bandera Rd Ste 301
San Antonio

EDWARD JONES

15900 La Cantera Pkwy
San Antonio

EDWARD JONES

701 19TH ST
Hondo

EDWARD JONES

15118 San Pedro Ave
San Antonio

Envisions Events

PO Box 1341

Fast Money

5150 Broadway St #184
San Antonio

Fast Money

5150 Broadway St #184
San Antonio

FAZIO

614 INDIGO ST
San Antonio

FIDELITY INVESTMENTS

139 N Loop 1604 E Ste 103
San Antonio

Financial Consulting Group

11207 Perrin Beital
San Antonio

FINANCIAL HOUSE INC

7800 W IH 10
San Antonio

FINANCIAL NETWORK INVEST CORP

530 SAN PEDRO AVE
San Antonio

FINANCIAL NETWORK INVESTMENT

9311 SAN PEDRO AVE
San Antonio

Financial Process Group

11468 Huebner Road
San Antonio

First Fidelity Tax and Insurance

1619 East Common Street Suite 1101

Fresh Start Credit Repair

Mobil - we go to client
San Antonio

Freyman CPA, P.C.

40 Exchange Place

G & S ASSET INVESTMENTS INC

900 Isom Rd Ste 300
San Antonio

GEORGE E DULLNIG & CO

115 E TRAVIS ST
San Antonio

GMCO Tax Solutions

1250 NE Loop 410 Ste 410
San Antonio

GREAT NATION INVESTMENT CORP

2218 TARPLEY ST
San Antonio

Green Path Debt Consolidation

109 South Flores Street

GUILD GROUP

1777 NE LOOP
San Antonio

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Henslee Insurance of Texas

418 PAT BOOKER RD
Universal City

HFS SECURITIES

447 S SEGUIN AVE
New Braunfels

Hittinger Financial

514 FULLERTON AVE

HUFFINGTON INVESTMENTS

10314 MT MICHELLE ST
San Antonio

iBank

3090F Pullman St

Internal Tax Resolution of San Antonio

18756 Stone Oak Pkwy, Suite # 200
San Antonio

IRS Tax Help Team

1201 S Beach Blvd

JONLEE ASSOCIATES INC

2950 THOUSAND OAKS DR
San Antonio

JORDAN FINANCIAL GROUP INC

15303 HUEBNER RD
San Antonio

Julian Rodriguez & Associates

1001 S. Mays St.
Round Rock

K W NASH INVESTMENTS INC

29715 SADDLEBACK CIR
Boerne

Ken Flint

12120 N North Loop Rd
San Antonio

KMR CAPITAL

480 W Mill St
New Braunfels

Kortright Partners Inc

7685 Hickory St

Legalshield

San Antonio

Lifelock

60 E Rio Salado Pkwy

LINSCO PRIVATE LEDGER

8207 CALLAGHAN RD
San Antonio

LINSCO PRIVATE LEDGER

15303 HUEBNER RD
San Antonio

LION FUNDS MANAGEMENT

9311 SAN PEDRO AVE
San Antonio

LRAC Corporation, LLC

PO Box 20288
Houston

Marchand & Co CPA's PC

2003 Southern Blvd SE

MERRILL LYNCH

200 CONCORD PLAZ
San Antonio

MONY GROUP

7300 BLANCO RD
San Antonio

MORGAN STANLEY & CO

700 N ST MARYS
San Antonio

MUSTANG FINANCIAL

PO Box 128
Bulverde

Nationwide Student Aid

333 N Oakley Ave

NEW YORK LIFE INSURANCE CO

8000 W IH 10
San Antonio

OWNDirection

120 E 13065 S

POWELL HAVINS FINANCIAL SVC

201 N BRYANT ST
Pleasanton

PRECISE SECURITIES

19134 STONE OAK PKWY
San Antonio

PRIME VEST FINANCIAL SVC

200 N AUSTIN ST
Seguin

PRINCIPAL FINANCIAL GROUP

211 N LOOP 1604 E
San Antonio

RAMIREZ CO

106 S SAINT MARYS
San Antonio

Randolph Brooks Federal Credit Union

4980 Roy Richard Dr
Schertz

RANGER GRADY INVESTMENTS

4810 OAKWAY DR
San Antonio

RAYMOND JAMES FINANCIAL SVC

201 S RIVER ST
Seguin

Rescue One Financial

Business Center Dr

SA Income Tax, CPA

205 Cinnabar Trail
Cibolo

SAFE ESTATE PLANS

14310 NORTHBROOK DR
San Antonio

San Antonio Debt Relief

1100 NW Loop 410, Suite 506
San Antonio

SCOT TRADE

85 NE LOOP
San Antonio

Scott Cash Thompson, CFP

16170 Jones Maltsberger Rd
San Antonio

SCOTTRADE INC

45 NE LOOP 410
San Antonio

SECURITIES AMERICA INC

309 Fairfax Cir
Seguin

SECURITIES AMERICA INC

7731 BROADWAY ST
San Antonio

SECURITIES AMERICA INC

431 E MULBERRY AVE
San Antonio

SECURITIES AMERICA INC

6800 PARK TEN BLVD
San Antonio

SECURITIES AMERICA INC

14350 NORTHBROOK DR
San Antonio

SECURITIES AMERICA INC

12915 JONES MALTSBERGER RD
San Antonio

Seguin Gold, Silver and Coins

3552 Alternate 90
Seguin

Sensible Financial

203 Crescent St

Sherwood Solutions LLC

10615 Perrin Beitel Rd
San Antonio

SIEBERT BRANDFORD SHANK & CO

6800 PARK TEN BLVD
San Antonio

SMITH BARNEY

300 CONVENT ST
San Antonio

SMITH BARNEY

112 E PECAN ST
San Antonio

SMITH BARNEY

755 E Mulberry Ave Ste 300
San Antonio

SMITH BARNEY

19141 STONE OAK PKWY
San Antonio

STERLING RESOURCES INC

28025 IH 10 W
Boerne

STEVE REESE

6391 DeZavala
San Antonio

STP INVESTMENT CORP

13613 BLUFFCIRCLE
San Antonio

Student Consulting Group

817 W Peachtree St

Sun Loan Company

421 N. Main Ave.
San Antonio

SWBC Investment Services

9311 San Pedro
San Antonio

Tax Analyst Group

1777 NE Interstate 410 Loop #600
San Antonio

Teall Insurance Agency

433 Kitty Hawk Rd Ste 219
Universal City

TEXAS SECURITIES CORP

PO BOX 506
Helotes

THOMAS W BROWN INVESTMENTS

4 Montique Ct
San Antonio

TIDAL PETROLEUM

1208 FM 78
Schertz

TITLEIST ASSET MANAGEMENT

300 E Sonterra Blvd Ste 330
San Antonio

Tony Burris

13511 Nacogdoches Rd
San Antonio

TRI STAR INVESTMENTS

6623 FOREST DELL ST
San Antonio

UBS FINANCIAL SVC

200 CONCORD PLAZA DR
San Antonio

United Gold Direct

2945 Townsgate Road

USAA

9800 Fredreicksburg Rd
San Antonio

USAA Federal Savings Bank

10750 McDermott Fwy
San Antonio

VenturePoint

5460 Babcock Rd
San Antonio

Viceroy's IRS Tax Debt Lawyers

2013 Broadway Street
San Antonio

WACHOVIA SECURITIES

100 SAINT CLOUD RD
San Antonio

Wealth Engineers

600 17th St., Suite 2800 South

WELLS FARGO INVESTMENTS

4351 MEDICAL DR
San Antonio

WELLS FARGO INVESTMENTS

12003 VANCE JACKSON RD
San Antonio

WILLIAM WYATT

7979 BROADWAY ST
San Antonio

WOMACK INTERESTS

711 NAVARRO ST
San Antonio

Zinn Insurance Agency

1141 North Loop 1604 East, #105428
San Antonio

Shop Local Financial Advising Services in San Antonio

Join Angie's List to get the best local reviews in San Antonio.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Planner
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money