HARVEST FUTURE FINANCIAL
8000 West IH 10, Suite 750, San Antonio, TX 78230 DIRECTIONS
Since 2007
Here’s The Deal:
Harvest Future Financial is located at the Forum office complex in San Antonio. They are a team of dedicated wealth advisors and support staff. Their mission is to empower their clients with financial wellness and make planning accessible for those who want to engage in their financial lives. They offer products and services through an independent model with an open architecture of investment and insurance providers. They believe in customized, need-based plans that are comprehensive and simple to understand. Harvest Future Financial helps to create a program that is customized for your retirement goals. They pride themselves on really getting to know their clients. Harvest Future Financial strives to constantly educate on their options and stay in regular contact to understand and trust their plan.
SPECIALTY:
Business, Succession, Estate and Financial Planning, Deferred Compensation Plans, Health, Long-Term Care, Life and Disability Income Insurance, Individual Retirement Accounts, Nonqualified Retirement Plans, Key Person Coverage, Simplified Employee Pension Plans, 403B and 457B Plans, Long-Term Disability, Employee & Executive Benefits
TBR® Inspection Report:
PAX FINANCIAL GROUP, LLC
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232 DIRECTIONS
Since 2007
Here’s The Deal:
PAX Financial Group, LLC was established on the principle that everyone is entitled to quality, unbiased financial guidance. Their team includes multiple certified financial planners and accredited fiduciary investment professionals. The firm specializes in non-qualified retirement programs and PIVOT retirement planning. They provide full-service guidance and coaching from local advisors who are passionate about investing in your life. The firm offers holistic assessments and insurance all in one place, with simple, all-inclusive pricing. They help you face your financial future with confidence. They also serve in Asheville and New Braunfels.
SPECIALTY:
Life and Disability Income Insurance Needs, College Costs Analysis, Estate Planning, Charitable Giving, 401K Plans, Pension, Profit Sharing, Individual Retirement Accounts (IRAs), Long Term Care, Insurance, Tuition Funding Programs, Employee Benefits Program, Simplified Employee Pension, Payroll Deduction & Executive Bonus Plans
Best Places to Work-San Antonio Business Journal from 2018
TBR® Inspection Report:
TORRES FINANCIAL SERVICES, INC.
14603 Huebner Road, Building 23, San Antonio, TX 78230 DIRECTIONS
Since 1999
Here’s The Deal:
Torres Financial Services, Inc. was founded with the individual purpose of creating an independent financial firm. Their team of experienced advisors wants to ensure that you get the best return possible on your investments. The firm believes that continuous education and always understanding your financial situation are vital to make prudent decisions concerning your future success. They strive to maintain excellence with the help of their value-oriented, highly-educated, and technologically advanced team. They take a hands-on approach to financial guidance. They work side-by-side with each of their clients to create a plan that truly works for them. They accept all individuals in need of their services and do not require any minimum on investable assets.
SPECIALTY:
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 Plans
Five Star Professional Wealth Manager award from 2012 - 2016