Greater San Antonio Chamber of Commerce

Business Directory

Financial Plan Consultant
 
SWBC
9311 San Pedro Ave Ste 600
San Antonio, TX 78216
Phone: (210) 525-1241
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SWBC

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
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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
David Massey Insurance Services Inc.
5975 FM 78 Ste 200
San Antonio, TX 78244
Phone: (210) 662-6012
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We are a full-service Allstate Insurance Agency, and we specialize in assisting individuals with the risks they face in life.
Member Since: 2013

See Also Insurance, Investments
Merrill Lynch
200 Concord Plaza Ste 100
San Antonio, TX 78216
Phone: (210) 828-7474
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Gold Member
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
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Member Since: 2012

See Also Stock/Bond Brokers, Financial Services, Investment Advisory Services, Investments, Mutual Funds
Predico Partners LLC
200 Concord Plaza Dr Ste 777
San Antonio, TX 78216
Phone: (210) 236-4460
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Gold Member
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
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Member Since: 2004

See Also Investment Advisory Services
Waddell & Reed
13750 San Pedro Ave Ste 145
San Antonio, TX 78232
Phone: (210) 826-0685
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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

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