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Showing 1 - 9 of 9 results
AC ASSET MANAGEMENT INC
AC ASSET MANAGEMENT INC
San Antonio, Texas
1-24 employees
RVA Asset Management Group is a real estate company based out of 6800 Park Ten Blvd # 112n, San Antonio, TX, United States.
Retirement Benefits Rank
Top Benefits
FIRST CAPITAL GROUP
FIRST CAPITAL GROUP
San Antonio, Texas
1-24 employees
First City Floors is a consumer goods company based out of 11973 Starcrest Dr, San Antonio, Texas, United States.
Retirement Benefits Rank
Market Laggard
CHRISTIAN INVESTMENT ADVISORS, INC. DBA CIS WEALTH MANAGEMENT GROUP
CHRISTIAN INVESTMENT ADVISORS, INC. DBA CIS WEALTH MANAGEMENT GROUP
New Braunfels, Texas
1-24 employees
Christian Financial Advisors® is a full-service advisory, financial planning, and investment management firm of experienced professionals. We use a comprehensive team approach consisting of Investment Advisor Representatives and financial planners, and partner with CPAs and attorneys all focused on understanding our clients’ total financial and wealth management needs, wants, goals and dreams. The founders, Bob and Rachael Barber, started in the investment business in 1984 under the name Barber Investments. Christian Investment Services was later founded in 1992 and is now one of the oldest and largest independent wealth management firms started and headquartered in New Braunfels, TX between San Antonio and Austin. Christian Financial Advisors serves clients in Texas and across the nation. Christian Financial Advisors has both experienced and young talent to carry the firm far into the future to serve the needs of its present clients, as well as the needs of their children and grandchildren for many generations to come, in Texas and across the United States. * Investment advisory services offered through Christian Investment Advisors Inc. DBA Christian Financial Advisors, a registered investment advisor. ** All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice. Christian Financial Advisors | 672 Ridge Hill Drive, New Braunfels, TX 78130
Retirement Benefits Rank
Top Benefits
VITALSTONE FINANCIAL, LLC
VITALSTONE FINANCIAL, LLC
Shavano Park, Texas
1-24 employees
Our team’s history in medicine and entrepreneurship positions us to understand the challenges and opportunities you face as an advanced career professional. While many financial advisors are giving 50-year-old advice through antiquated technology, Vitalstone’s portfolio management adapts to the modern market, finding opportunities that others may have left behind. Ask us about our Mid-Career assessment to evaluate your current plan. It's offered to qualified clients at no cost. Before we ask you to invest with us, we invest in you.
Retirement Benefits Rank
Top Benefits
DSQUARED TRES LLC DBA PLANWELL PRIVATE WEALTH SERVICES
DSQUARED TRES LLC DBA PLANWELL PRIVATE WEALTH SERVICES
San Antonio, Texas
1-24 employees
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
Retirement Benefits Rank
Market Leading
TEXAS FINANCIAL ADVISORY
TEXAS FINANCIAL ADVISORY
San Antonio, Texas
1-24 employees
As an Associate Advisor, I took a holistic approach to help clients get to and through retirement. As a Certified College Planning Specialist I helped my clients organize the college planning process and design a plan to afford the high cost of college. My goal with every client was to reduce the “sticker price” of college and maximize my client’s resources. My process included helping my clients with financial aid planning, tax planning, cash flow planning, education loan planning and family specific planning while protecting their retirement and/or business’s future.
Retirement Benefits Rank
Below Market
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SEQUEL FINANCIAL GROUP, LLC
SEQUEL FINANCIAL GROUP, LLC
San Antonio, Texas
1-24 employees
At Sequel Financial Group LLC, we strive to do things differently. No two people are the same and their financial strategies should reflect their unique situations. As an independent firm, we work directly with our clients on a conflict-free basis. Everything we do is with the desire to provide the highest quality service to our clients. Through our efforts, we strive to deliver our clients with a clearer view of their financial picture and the knowledge to make informed wealth decisions. Securities and Registered Investment Advisory Services offered through GWN SECURITIES, INC. 11440 N Jog Road, Palm Beach Gardens, Florida 33418, (561) 472-2700. Member FINRA (https://finra.org) & SIPC (https://sipc.org). Sequel Financial Group, LLC and GWN SECURITIES, INC. are non-affiliated companies. This is not an official site of GWN SECURITIES, INC. (GWN) or its affiliates. The site may contain links that are contained on a third party website. GWN, its representatives or advisors do not endorse or accept responsibility for the content, or use, of the website. GWN, its representatives or advisors assume no liability for any inaccuracies, errors/omissions in or from any data or information provided on the pages. No part of this site is intended to make a recommendation or a testimonial for or about a security, service or product, to provide investment, tax or other advice. No strategy assures success or protects against loss. Past Performance is no guarantee of future results. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should you have questions or concerns that are specific to your account, please contact your representative. Never post personal, account or transaction information anywhere on this site. Services are only available in jurisdictions where the Representative is licensed and registered to conduct business. Please contact the Representative for a list of these states.
Retirement Benefits Rank
Market Laggard
TMS INSURANCE BROKERAGE INC
TMS INSURANCE BROKERAGE INC
San Antonio, Texas
1-24 employees
*
Retirement Benefits Rank
Market Competitive
MAKANI GROUP LLC
MAKANI GROUP LLC
San Antonio, Texas
1-24 employees
Novak Group LLC is a Construction Management and Energy Efficiency Solutions firm founded in 2006. We specialize in forming best-of-class precision teams, each with a targeted focus, to design and execute the most appropriate and efficient construction program management solutions customized to the client’s requirements. Additionally, our expertise in energy efficiency management can be integrated into program plans at the discretion of the client. This is a value added service which can often produce unprecedented Return On Investment, actually reducing the long term capital costs of the facility expansions. Recent Awards: • 2011 Best Industrial Redevelopment (Best in Commercial Real Estate) - San Antonio Business Journal / Client: Gore Design Completions. • 2011 Going Green Commercial Contractor – San Antonio Business Journal / Client: Trinity Church and Christian Academy.
Retirement Benefits Rank
Below Market