Business Directory

Financial Plan Consultant

SWBC 9311 San Pedro Ave Ste 600 San Antonio, TX 78216 Phone: (210) 525-1241 Send Email For over 30 years, SWBC has been providing a wide range of insurance, mortgage, and investment services to individuals and businesses in the San Antonio community. With multiple divisions and offices across the country, SWBC employs over 1,200 employees who share a common goal – provide outstanding service to every client. Member Since: 1981 See Also Insurance, Mortgages, Investments, Employee Benefits, Chamber Health Care Brokers, Real Estate, Auto Financing, Commercial Builders, Mortgage Bankers, Financial Services, Insurance Agents & Brokers, Insurance-Life, Insurance-Health, Investment Advisory Services, Mutual Funds, Real Estate - Residential, Real Estate Brokers

Covenant Multifamily Offices L.L.C. 18756 Stone Oak Pkwy Ste 102 San Antonio, TX 78258 Phone: (210) 403-5355 Covenant Multifamily Offices LLC was founded, built and structured expressly around understanding and meeting wealthy families’ complex financial needs. We help our clients maximize the potential of their human, intellectual, and financial capital by providing highly personalized counsel and an integrated suite of wealth management services tailored to high net worth families. We shepherd each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows—in lifestyle maintenance, legacy planning, and philanthropy. Member Since: 2013 See Also Financial Services

Merrill Lynch 200 Concord Plaza Ste 100 San Antonio, TX 78216 Phone: (210) 828-7474 Send Email Member Since: 2004 See Also Financial Services, Business Finance, Investment Advisory Services, Investments, Stock/Bond Brokers

Morgan Stanley Smith Barney 755 E Mulberry Ste 300 San Antonio, TX 78212 Phone: (210) 277-4400 Send Email Member Since: 2012 See Also Stock/Bond Brokers, Financial Services, Investment Advisory Services, Investments, Mutual Funds

Padilla & Associates WMG 9901 IH 10 W Ste 450 San Antonio, TX 78230 Phone: (210) 223-8700 Send Email Member Since: 2009

Predico Partners LLC 200 Concord Plaza Dr Ste 777 San Antonio, TX 78216 Phone: (210) 236-4460 Send Email Predico Partners is a fee-only financial planning firm. This approach allows us to serve clients without compromise. We provide estate planning, risk management, cash flow analysis, investment management, retirement planning and tax planning. Member Since: 2012 See Also Financial Services

South Texas Money Management 100 W Olmos Dr Ste 101 San Antonio, TX 78212 Phone: (210) 824-7820 Member Since: 2004 See Also Investment Advisory Services

Waddell & Reed 13750 San Pedro Ave Ste 145 San Antonio, TX 78232 Phone: (210) 826-0685 Send Email Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors. Member Since: 2012 See Also Financial Services, Insurance-Life, Investments