Greater San Antonio Chamber of Commerce

Business Directory

Financial Services
 
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, Insurance Agents & Brokers, Insurance-Life, Financial Plan Consultant, Insurance-Health, Investment Advisory Services, Mutual Funds, Real Estate - Residential, Real Estate Brokers

Bank of America
300 Convent St 5th Floor
San Antonio, TX 78205
Phone: (210) 270-5378
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Member Since: 1959

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Firstmark Credit Union
2023 Gold Canyon
San Antonio, TX 78232
Phone: (210) 342-8484

Board of Advisors
Member Since: 1979

See Also Credit Unions, Loans, Insurance, Real Estate, Mortgages, Mortgage Bankers, Auto Dealers, Insurance Agents & Brokers, Insurance-Life

Frost
P O Box 1600
San Antonio, TX 78296
Phone: (210) 220-4353
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For six generations, Frost has been committed to helping businesses and families throughout Texas prosper. What started as a small downtown San Antonio bank is now Cullen/Frost Bankers, Inc. (NYSE: CFR), a multi-billion dollar financial holding company. Frost provides a full range of commercial and consumer banking products, investment and brokerage services, insurance products and investment banking services. Founded in 1868, Frost is the largest Texas-based banking organization that operates only in Texas, with more than 100 financial centers in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Rio Grande Valley and San Antonio regions. While much has transpired over the years, the very principles and values Frost was founded upon have not changed one bit.
Member Since: 1929

See Also Banks, Investments
Broadway Bank
1177 NE Loop 410
San Antonio, TX 78209
Phone: (210) 283-6500
Fax: (210) 283-6545
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Board of Advisors
Established in 1941, Broadway Bank (along with its military division, Eisenhower Bank) is one of the largest independent banks in the San Antonio and Hill Country area.  Also with 37 neighborhood banking center locations, we're one of the strongest and best capitalized financial institutions around.  Visit broadwaybank.com for more information.
Member Since: 1963

See Also Banks, Mortgages
Investment Realty Company L.C.
16350 Blanco Rd Ste 114
San Antonio, TX 78232
Phone: (210) 828-9261
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Gold Member
Investment Realty Company (IRC), the specialist in commercial investment real estate, has over 35 years of commercial real estate sales and leasing experience, also. Areas of expertise for IRC’s brokerage and transaction management services include: Investment Sales & Purchases, Asset Management, Owner- User Purchases, Landlord Representation, Tenant Representation, Multi-Family Investments and the Healthcare Division.
Member Since: 1972

See Also Real Estate Brokers, Real Estate, Real Estate - Commercial, Real Estate Investments, Leasing, Real Estate Property Management, Real Estate Developers, Real Estate Relocation Information & Technology, Utilities
ACCION Texas
2014 S Hackberry St
San Antonio, TX 78210
Phone: (210) 226-3664
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Micro lending
Member Since: 2005
Air Force Federal Credit Union
1560 Cable Ranch Rd Ste 200
San Antonio, TX 78245
Phone: (210) 673-5610
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Gold Member
Air Force Federal Credit Union is a not-for-profit financial cooperative owned entirely by its members and operated for the benefit of all who belong. Chartered in 1952, the Credit Union was built from the ground up by Airmen volunteers. From the time of its inception, the Credit Union has taken great pride in the ability and honor of serving the financial needs of our military and their families. Today, we serve the diverse needs of nearly 40,000 members worldwide with a full array of financial services and the strength of more than $325 million in assets.
Member Since: 2011

See Also Credit Unions, Auto Financing, Banks, Mortgages
Allstate Financial Services - Jose A. Martinez Jr.
1818 S New Braunfels Ste 2
San Antonio, TX 78210
Phone: (210) 366-3224
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Member Since: 2012

See Also Business Consultants, Planning Consultants, Insurance
Amegy Bank, N.A.
10001 Reunion Pl Stes 190-300
San Antonio, TX 78216
Phone: (210) 343-4414
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Board of Advisors
Member Since: 2007

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ATW Investments Inc.
600 Navarro Ste 600
San Antonio, TX 78205
Phone: (210) 784-0151
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ATW Investments Inc. is at the forefront of real estate investing in the USA, focusing in the Texas real estate investment markets.
Member Since: 2014

See Also Real Estate, Investments
Bank of San Antonio
8000 W IH 10 Ste 1100
San Antonio, TX 78230
Phone: (210) 807-5500
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Member Since: 2008

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Bank of Texas Mortgage
99901 IH 10 W Ste 100
San Antonio, TX 78230
Phone: (210) 306-2407
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Member Since: 2014

See Also Banks, Mortgages
Bank SNB
9324 Huebner Rd
San Antonio, TX 78240
Phone: (210) 442-6100
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Member Since: 2006

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Banker & Associates
230 Geddington
Shavano Park, TX 78249
Phone: (210) 523-5193
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Gold Member
Member Since: 1999
BBVA Compass NE Loop 410
1100 NE Loop 410 Ste 100
San Antonio, TX 78209
Phone: (210) 244-7400
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Board of Advisors
Member Since: 1939

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Branch Banking & Trust (BB&T)
100 NE Loop 410 Ste 955
San Antonio, TX 78216
Phone: (210) 247-2968
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Chairman's Circle
Member Since: 2014

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Branch Banking & Trust (BB&T) - Alamo Center
106 S St. Mary's Ste 100
San Antonio, TX 78205
Phone: (210) 248-1598
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Chairman's Circle
Member Since: 2014

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Branch Banking & Trust (BB&T) - Colonnade
9901 IH 10 W Ste 165
San Antonio, TX 78230
Phone: (210) 253-6397
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Chairman's Circle
Member Since: 2014

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Branch Banking & Trust (BB&T) - Medical Center
5360 Fredericksburg Rd
San Antonio, TX 78229
Phone: (210) 306-2364
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Chairman's Circle
Member Since: 2014

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Capital Group Companies/American Funds
3500 Wiseman Blvd
San Antonio, TX 78251
Phone: (210) 474-4316
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Platinum Member
Member Since: 1990

See Also Mutual Funds, Investments, Investment Advisory Services
Capital One Bank
18402 US Hwy 281 N Ste 215
San Antonio, TX 78259
Phone: (210) 491-7880
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Board of Advisors
Member Since: 2014

See Also Banks
Charles Snowden - MassMutual South Texas
10101 Reunion Pl Ste 300
San Antonio, TX 78216
Phone: (210) 384-5350
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Member Since: 2013

See Also Investments, Mutual Funds, Insurance, Insurance-Life, Insurance Agents & Brokers
Comerica Bank
13750 San Pedro Ste 900
San Antonio, TX 78232
Phone: (210) 277-3274
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Platinum Member
Member Since: 1978

See Also Banks
Consumer Credit Counseling Service of Greater San Antonio
6851 Citizens Parkway Ste 100
San Antonio, TX 78229
Phone: (210) 979-4300
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Member Since: 1986

See Also Non-Profit Organizations, Credit-Debt Management, Training Programs, Educational Services
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 Plan Consultant
The Executive Benefits Guy
10809 Canfield Dr
Austin, TX 78739
Phone: (512) 350-2798
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New Member
The Executive Benefits Guy is an independent consulting firm bringing innovative new ideas and solutions for creating, managing, and protecting wealth of business owners, key executives and professionals. Our unique focus is on small to mid-size corporations that are challenged in today’s global economy to provide competitive compensation programs to help insure the retirement security of their key people, and to perpetuate the smooth transition and exit strategies for the owners.
Member Since: 2014

See Also Consultants, Business Consultants
First Investors, a Foresters Company
115 Gallery Circle Ste 201
San Antonio, TX 78258
Phone: (210) 481-2100
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Offering a competitive array of financial products and services, including mutual funds, life insurance and annuities, there were just a handful of financial services firms when we first opened our doors more than 80 years ago. In fact, First Investors was one of the original companies to offer mutual funds in the United States. Today, we are a recognized leader in the financial services industry serving the broad middle market.
Member Since: 2014

See Also Investments, Insurance
Fusion Advisors Inc.
6243 IH 10 W Ste 570
San Antonio, TX 78201
Phone: (210) 342-1112
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We assist clients through all stages of life; wealth accumulation, distribution and planning. We offer a full range of investment products, including mutual funds and annuities. In addition, we can assist with life insurance needs and analysis.
Member Since: 2012

See Also Investments, Insurance, Employee Benefits, Retirement Planning
Guida & Associates
8000 IH 10 W Ste 600
San Antonio, TX 78230
Phone: (210) 366-8034
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Trust in the experts at Guida and Associates Business Consultants in San Antonio, Texas, for leading business consulting services and management consulting.
Member Since: 2014

See Also Business Consultants, Consultants
Gulf Coast Business Credit
1250 NE Loop 410 Ste 290
San Antonio, TX 78209
Phone: (512) 372-8847
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New Member
Gulf Coast Business Credit is a division of Gulf Coast Bank & Trust Company that specializes in accounts receivable loans, commonly known as factoring. GCBC manages companies' accounts receivable loans to speed up and streamline the collections process. Gulf Coast Business Credit is among the largest factoring companies in the nation, with the bulk of its client base in Louisiana and Texas.
Member Since: 2014
ICMA Retirement Corporation
1675 Green Rd
Ann Arbor, MI 48105
Phone: (888) 803-2722
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Member Since: 2013

See Also Retirement Planning
Infintech LLC
201 S Lakeline Blvd Ste 503
Cedar Park, TX 78613
Phone: (512) 219-8472
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Member Since: 2009

See Also Merchant Services
Jefferson Bank
2900 Fredericksburg Rd
San Antonio, TX 78201
Phone: (210) 734-4311
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Platinum Member
Member Since: 1946

See Also Banks, Mortgage Bankers
KCH Enterprises
8123 Poconos Run
San Antonio, TX 78255
Phone: (210) 860-2898
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Member Since: 2013

See Also Credit Card & ATM Equipment
Leafhouse Financial Advisors
6011 W Courtyard Dr Bldg 5 Ste 405
Austin, TX 78730
Phone: (512) 879-1505
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Member Since: 2012
Legacy Mutual Mortgage
3503 Paesanos Pkwy
San Antonio, TX 78231
Phone: (210) 999-5947
Fax: (210) 695-5515
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Gold Member
Legacy Mutual Mortgage is an approved HUD lender and a member of the Texas Mortgage Bankers Association. We have been in business since April 2005 as a full-service mortgage banking company originating, underwriting and closing conventional, VA, FHA, Texas Vet, and USDA mortgage loans. We also originate single-family construction loans and second lien loans.
Member Since: 2013

See Also Mortgage Services, Loans
Lone Star Capital Bank
150 N Loop 1604 E
San Antonio, TX 78232
Phone: (210) 496-6116
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Gold Member
Member Since: 1997

See Also Banks
Lone Star National Bank
40 NE Loop 410 Ste 408
San Antonio, TX 78216
Phone: (210) 572-3220
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Gold Member
Member Since: 2010

See Also Banks
Luther King Capital Management
5121 Broadway
San Antonio, TX 78209
Phone: (210) 733-5526
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New Member
Gold Member
Member Since: 2014
MassMutual South Texas
10101 Reunion Pl Ste 300
San Antonio, TX 78216
Phone: (210) 342-4141
Member Since: 2005

See Also Investments, Mutual Funds, Insurance, Insurance-Life, Insurance Agents & Brokers
Merchant Resource Group
8123 Poconos Run
San Antonio, TX 78255
Phone: (210) 860-2898
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Member Since: 2013

See Also Credit Card & ATM Equipment
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 Business Finance, Financial Plan Consultant, 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 Plan Consultant, Investment Advisory Services, Investments, Mutual Funds
Nationwide Insurance
9903 Nationwide Dr
San Antonio, TX 78251
Phone: (210) 307-3042
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Platinum Member
Nationwide is one of the largest insurance and financial service companies in the world, focusing on domestic property and casualty insurance, life insurance and retirement savings, asset management, and strategic investments.
Member Since: 2011

See Also Insurance, Asset Management, Mortgage Services, Retirement Planning
Northwestern Mutual
17802 IH 10 W Ste 114
San Antonio, TX 78257
Phone: (210) 616-0900
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Gold Member
Building a secure financial future can be complicated, and everybody's circumstances are unique. That's why you need highly trained and experienced professionals to help you protect against risk, achieve financial security and reach your goals in life. At Northwestern Mutual, our Financial Representatives, Advisors and Specialists will help you identify your needs and create innovative solutions for financial success at all stages of life. We offer quality life, disability and long-term care insurance; investment products and services; employee and executive benefits; and related planning, management and trust services to create needs-based solutions for individuals and businesses. Our team is committed to building enduring relationships and being a trusted partner to our clients by focusing first on serving their needs, not on selling our products. We believes in giving our personal BEST - Balance, Excellence, Service and Truth - to our current and future clients, our families and our communities.
Member Since: 2009

See Also Insurance, Chamber Health Care Brokers
On Site ATM Solutions
8123 Poconos Run
San Antonio, TX 78255
Phone: (210) 860-2898
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On Site ATM Solultions is an ATM and cash services provider for events, festivals, concerts, bars, hotels and restaurants.
Member Since: 2012

See Also Credit Card & ATM Equipment
Opcion Management LLC
6202 West Avenue
San Antonio, TX 78213
Phone: (210) 415-5311
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Member Since: 2013

See Also Investment Advisory Services, Investments
Pax Financial Group LLC
3512 Paesanos Pkwy Ste 103
San Antonio, TX 78231
Phone: (210) 881-5700
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New Member
Member Since: 2014
PlainsCapital Bank
70 NE Loop 410 Ste 100
San Antonio, TX 78216
Phone: (210) 541-8228
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Platinum Member
Member Since: 2004

See Also Banks
Platinum Wealth Solutions of Texas LLC
3522 Paesanos Pkwy Ste 100
San Antonio, TX 78231
Phone: (210) 998-5000
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At Platinum Wealth Solutions of Texas, LLC, we assist our clients connect with what they care deeply about to identify their most important financial objectives. Then, by strategizing together, we are able to build a customized financial roadmap to guide them achieve their dreams, protect their family and preserve a legacy for future generations. The real benefit is the confidence our clients have in knowing they’re working with an advisor team with high integrity who always keeps their promises.
Member Since: 2014
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 Plan Consultant
Propel Financial Services
7990 IH 10 W Ste 200
San Antonio, TX 78230
Phone: (210) 582-2868
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Propel provides quality property tax assistance to commercial and residential property owners by structuring affordable monthly payment plans. Propel facilitates tax lien transfers, tax lien assignments, and tax lien certificate purchases throughout the country.
Member Since: 2013

See Also Property Tax Consultants
Regions Bank
100 NE Loop 410 Ste 1425
San Antonio, TX 78217
Phone: (210) 979-4872
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Member Since: 2010

See Also Banks
Reyes Enterprises
423 N Zarzamora St
San Antonio, TX 78207
Phone: (210) 436-0744
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New Member
Platinum Member
Currency exchange. Travelers checks.
Member Since: 2014
SACU
6061 IH 10 W
San Antonio, TX 78201
Phone: (210) 258-1414
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Board of Advisors
Member Since: 1964

See Also Credit Unions, Mortgages, Auto Financing
San Antonio Capital & Trust Company
8000 IH 10 W Ste 1140
San Antonio, TX 78230
Phone: (210) 424-8710
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Member Since: 2010

See Also Investment Advisory Services, Investments
Security Service Federal Credit Union
16211 La Cantera Parkway
San Antonio, TX 78256
Phone: (800) 52S-SFCU
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Platinum Member
Member Since: 1973

See Also Credit Unions
Southern Cross Financial Group LLC
6202 West Avenue
San Antonio, TX 78213
Phone: (210) 415-5311
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Gold Member
Member Since: 2013

See Also Investments, Investment Advisory Services
Springleaf Financial Services - Loop 410
5714 NW Loop 410 Ste 300
San Antonio, TX 78238
Phone: (210) 682-0042
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Springleaf Financial offers consumer lending, and retail financing options through a nationwide network of over 900 branches.
Member Since: 2013
Steve Andersland - Investment Professionals Inc.
16414 San Pedro Ave Ste 150
San Antonio, TX 78232
Phone: (210) 483-5056
Fax: (866) 863-0711
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As a financial planner, my goal is to help you make informed decisions about issues that affect your financial well-being so you can achieve financial freedom. I will work with you to help you determine what’s important to you in your life. Together, we’ll create a road map to take you where you want to be. You can count on me to be your guide and trusted advisor.
Member Since: 2007
Steven Bankler CPA
9901 IH 10 W Ste 670
San Antonio, TX 78230
Phone: (210) 691-3133
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Gold Member
We primarily deal with closely held businesses as a non-traditional CPA firm. Our job is to put money into your pocket.
Member Since: 2012

See Also Accountants & CPAs
Stifel Nicolaus & Company Inc.
70 NE Loop 410 Ste 295
San Antonio, TX 78216
Phone: (210) 525-8048
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Member Since: 2010

See Also Investment Banking
Texas Capital Bank
745 E Mulberry Ave Ste 350
San Antonio, TX 78212
Phone: (210) 785-3600
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Gold Member
Member Since: 2000

See Also Banks
Texas Champion Bank
14329 San Pedro Ave Ste A
San Antonio, TX 78232
Phone: (210) 494-1855
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Member Since: 2012

See Also Banks, Business Services
TexStar National Bank
9601 McAllister Freeway Ste 100
San Antonio, TX 78216
Phone: (210) 348-7555
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Member Since: 2010

See Also Banks
Titleist Asset Management
777 E Sonterra Blvd Ste 330
San Antonio, TX 78258
Phone: (210) 826-2424
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New Member
Titleist Asset Management, Ltd. (TAM) is a registered investment advisor and independent full-service brokerage firm with offices in Austin, Houston and San Antonio. Our financial advisors specialize in managing customized portfolios consisting of a variety of investment products including fixed income, equities, derivatives, and commodities. Our clientele include institutions, retail, charities, trusts, foundations, partnerships, and corporate retirement plans.
Member Since: 2014
TransPecos Banks
112 E Pecan Ste 300
San Antonio, TX 78205
Phone: (210) 228-9960
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Member Since: 2011

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U.S. Global Investors Inc.
P O Box 659405
San Antonio, TX 78265
Phone: (210) 308-1234
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Platinum Member
U.S. Global Investors is a boutique investment advisor specializing in natural resources and global emerging markets. The company manages 13 no-load mutual funds covering a wide range of investment options. U.S. Global is publicly traded on the NASDAQ under the ticker symbol GROW.
Member Since: 2006

See Also Mutual Funds, Investments, Investment Advisory Services
USAA Federal Savings Bank
10750 McDermott Freeway
San Antonio, TX 78288
Phone: (210) 456-8000
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Member Since: 1976

See Also Banks
Vantage Bank Texas
45 NE Loop 410 Ste 500
San Antonio, TX 78216
Phone: (210) 408-5700
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Gold Member
Member Since: 2007

See Also Banks
vcfo
6836 Austin Center Blvd Ste 280
Austin, TX 78731
Phone: (512) 450-6574
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vcfo provides companies with consulting solutions in the areas of finance, human resources and recruiting. We have served over 2,000 clients nationwide with offices in Austin, Colorado Springs, Dallas, Denver, Houston and Seattle.
Member Since: 2013

See Also Consultants, Business Consultants
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 Insurance-Life, Financial Plan Consultant, Investments
Wells Fargo Advisors LLC
9311 San Pedro Ste 1200
San Antonio, TX 78216
Phone: (210) 366-8905
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Member Since: 2011
Wells Fargo Worldwide Military Banking
6100 Bandera Rd
San Antonio, TX 78238
Phone: (210) 856-6014
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Member Since: 1950

See Also Banks
Western National Bank
12800 San Antonio Pedro Ave
San Antonio, TX 78216
Phone: (210) 561-1632
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Member Since: 2006

See Also Banks

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