PAX FINANCIAL GROUP, LLC
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
Since 2007
Life and Disability Income Insurance Needs, Retirement Products, Individual Retirement Accounts (IRAs), Long Term Care, Insurance, Tuition Funding Programs, College Costs Analysis, Estate Planning, Charitable Giving, 401K Plans, Pension, Profit Sharing, Employee Benefits Program, Payroll Deduction Plans & Executive Bonus Plans
Offers holistic assessments, investment management and insurance all in one place, with simple, all-inclusive pricing ● Serves also in Asheville and New Branufels ● Expertise help in managing risk ● Their team includes multiple certified financial planners and Accredited Investment Fiduciary professionals ● Offers non-qualified retirement programs and PIVOT Retirement Planning
Best Places to Work-San Antonio Business Journal from 2018 - Advisory HQ for Best financial advisors in San Antonio
TBR® Inspection Report
TORRES FINANCIAL SERVICES, INC.
14603 Huebner Road, Building 23, San Antonio, TX 78230
Since 1999
Money Management, Retirement and Corporate Retirement Plans, 401 (K), Money Purchasing, Profit Sharing, Estate, College, 454 and 403 (K) Planning, Fixed and Variable Annuities, Insurance Products, Simple, Education, Roth and Traditional Ira Alternative Investments, Long-Term Care, Debit Card Transactions, Bonds-Government & Corporate
Their team of experienced advisors wants to ensure that you get the best return possible on your investments ● They strive for excellence by creating a value-oriented, highly educated, and technologically advanced team
Five Star Professional Wealth Manager award from 2012 - 2016
TBR® Inspection Report
WADDELL & REED, INC.
13750 San Pedro Avenue, Suite 145, San Antonio, TX 78232
Since 1937
Advisory Programs, Individual Retirement, Wellness Program, Education Savings, Mutual Funds and General Securities, Insurance, Annuities, Roth IRA, 401(k) Retirement Plans, Long-Term Care Insurance, Rollover IRAs, Medicare Supplement, Life Insurance, Disability Income, Annuities & Business Plan
Offers tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans ● You can build and grow your practice with the assistance of a carefully layered support structure that can respond quickly to your needs