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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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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Bank of America is one of the world's largest financial institutions, serving individual consumers, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 55 million consumer and small business relationships with more than 6,100 retail banking offices, more than 18,500 ATMs and award-winning online banking with nearly 30 million active users.
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
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
Alamo District - First Command
700 W FM 78 Ste 100
Cibolo, TX 78108
Phone: (210) 658-3809
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Member Since: 2015

See Also Financial Plan Consultant, Investment Advisory Services, Insurance
Alternivest
2323 Buena Vista
San Antonio, TX 78207
Phone: (210) 887-0966
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Member Since: 2015

See Also Real Estate Developers
Amcorp Insurance & Financial Services
3519 Paesanos Pkwy Ste 106
San Antonio, TX 78231
Phone: (210) 490-7700
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Gold Member
Member Since: 2015

See Also 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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Balfour Beatty Communities
2269 Blake Dr
JBSA Lackland, TX 78236
Phone: (210) 998-3495
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Gold Member
Balfour Beatty Communities is a diversified real estate services company delivering development, design, financing, construction, renovation, property and facilities management services in the multifamily, military and student housing sectors. For years, our clients have relied on us for our deep industry expertise, proven practices, and consistent results. Balfour Beatty Communities has more than 1,100 employees and is a subsidiary of Balfour Beatty Investments. Also operating under the Balfour Beatty Investments umbrella in the US is Balfour Beatty Campus Solutions, a real estate development partner focused on the higher education market. Balfour Beatty Investments is part of London-based Balfour Beatty plc., a global leader in professional services, construction services, support services, and infrastructure investment, with more than $18 billion in annual revenues.
Member Since: 2014

See Also Community Development, Property Management, Apartment Management, Housing, Construction Management, Energy, 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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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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BCI Home Mortgage
900 Isom Rd Ste 302
San Antonio, TX 78216
Phone: (210) 589-4410
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BCI Home Mortgage is a lender and specializes in VA, FHA, convention and USDA loans. We provide Funding, Marketing and Coaching.
Member Since: 2016

See Also Loans, Mortgages
Billing Services Group
7411 John Smith Dr Ste 1500
San Antonio, TX 78229
Phone: (210) 949-7000
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Member Since: 2015
BOSC, Inc. Texas Public Finance
66 Champion Cliff
San Antonio, TX 78258
Phone: (210) 497-4892
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BOSC, Inc. serves as BOK Financial Corporation's full-service broker-dealer, providing investment banking (advisory and bond underwriting services) and other capital market services for municipal entities. With over 900 employees we operate a municipal underwriting and Sales & Trading desk in Texas.
Member Since: 2016

See Also Investment Banking
Branch Banking & Trust (BB&T)
100 NE Loop 410 Ste 806
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 Bank
755 E Mulberry Ste 340
San Antonio, TX 78212
Phone: (210) 780-6399
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Gold Member
Capital Bank is a community bank dedicated to providing the highest level of service, technology and professionalism to San Antonio's leading businesses and private clients. Capital Bank's leading-edge Treasury Management platform provides commercial clients with customizable payment, receivable and account services. Capital Bank specializes iin commercial financing services, including real estate lending and privately held business lending.
Member Since: 2015

See Also Banks, Real Estate Loans
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
Capital Title
3602 Paesanos Pkwy Ste 100
San Antonio, TX 78231
Phone: (210) 547-4177
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Member Since: 1934

See Also Title Companies, Real Estate - Commercial, Real Estate
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
Eby Financial
11118 Wurzbach Rd Ste 204
San Antonio, TX 78230
Phone: (210) 561-2780
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New Member
Life insurance and long-term care insurance. Investments and retirement strategies. Disability and business overhead insurance. Business owner and key employee benefit strategies.
Member Since: 2016

See Also Investments, Insurance-Life
Edward Jones
1000 Central Parkway N Suite 225
San Antonio, TX 78232
Phone: (210) 545-2888
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Nearly 7 million investors work with Edward Jones. But the way we measure success is through our personal relationship with you and how well we understand your individual financial needs. That personal perspective is how we make sense of investing.
Member Since: 2016

See Also Investments, Investment Advisory Services
Eggerss Capital Management
114 E Highland Dr
Boerne, TX 78006
Phone: (210) 526-0057
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Gold Member
Eggerss Capital Management (ECM) is a Registered Investment Adviser based in Texas and registered with the Texas State Securities Board. ECM serves clients throughout the United States and abroad. ECM believes in a proactive style of investment management as opposed to a pie graph, “buy-and-hold” approach. We understand the current environment, and invest client’s portfolios accordingly while maintaining their proper risk level. In addition, ECM is a firm believer in increasing portfolio cash flow to help with total return and for reduction in volatility. Lastly, ECM utilizes very specific exit strategies to minimize risk. Protection and profitability are the top priorities for portfolios managed by ECM. Insuring we have a cohesive strategy to withstand the multitude of challenges we face as investors is of utmost importance to our firm.
Member Since: 2016
Fletcher, Loucks & Rondeau LLC
626 Home Crossing
Adkins, TX 78101
Phone: (210) 807-3382
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Member Since: 2016
Foresters Financial
900 Isom Rd Ste 220
San Antonio, TX 78216
Phone: (210) 481-2100
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Member Since: 2014

See Also Investments, Insurance
Hutchinson Shockey Erley & Company
4545 Post Oak Place Ste 215
Houston, TX 77027
Phone: (713) 429-4838
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Since 1957, local governments and institutional investors across the country have relied on the public finance expertise of Hutchinson, Shockey, Erley & Co. Our goal remains simple: to provide superior service tailored to meet the individual needs of each client. We specialize exclusively in the underwriting, trading and sale of municipal securities, the same today as it was nearly 60 years ago.
Member Since: 2015
iFinancial
1901 NW Miliary Hwy Ste 102
San Antonio, TX 78213
Phone: (210) 342-4346
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Member Since: 2015

See Also Financial Plan Consultant
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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Chairman's Circle
Member Since: 1946

See Also Banks, Mortgage Bankers
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
LiftFund
2007 W Martin
San Antonio, TX 78207
Phone: (210) 226-3664
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Micro lending. Formerly known as ACCION Texas.
Member Since: 2005
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
Luther King Capital Management
5121 Broadway
San Antonio, TX 78209
Phone: (210) 733-5526
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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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Member Since: 2004

See Also Business Finance, Financial Plan Consultant, Investment Advisory Services, Investments, Stock/Bond Brokers
MHD Financial
100 NE Loop 410 Ste 1400
San Antonio, TX 78216
Phone: (210) 702-3965
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Member Since: 2015
Mission Advisors
112 E Pecan
San Antonio, TX 78205
Phone: (210) 323-2000
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Member Since: 2015
Nationwide Insurance
9903 Nationwide Dr
San Antonio, TX 78251
Phone: (210) 307-3042
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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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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 Q Financial
18585 Sigma Rd Ste 100
San Antonio, TX 78258
Phone: (210) 380-6779
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Member Since: 2015

See Also Mortgages
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
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
Planto Roe Financial Services Inc.
19230 Stone Hue Bldg 4
San Antonio, TX 78258
Phone: (210) 477-7140
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Member Since: 2015
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
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
1777 NE Loop 410 Ste 600
San Antonio, TX 78217
Phone: (210) 841-5765
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Member Since: 2010

See Also Banks
River City Finance
1723 SW Military Dr
San Antonio, TX 78221
Phone: (210) 592-7801
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Member Since: 2016

See Also Loans
Ryan LLC
8000 IH 10 W Ste 700
San Antonio, TX 78230
Phone: (210) 377-3200
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Ryan is an award-winning global tax services firm, with the largest indirect and property tax practices in North America and the seventh largest corporate tax practice in the United States. With global headquarters in Dallas, Texas, the Firm provides a comprehensive range of state, local, federal, and international tax advisory and consulting services on a multi-jurisdictional basis, including audit defense, tax recovery, credits and incentives, tax process improvement and automation, tax appeals, tax compliance, and strategic planning.
Member Since: 2015

See Also Tax Consultants, Consultants
SACU
6061 IH 10 W
San Antonio, TX 78201
Phone: (210) 258-1414
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Platinum Member
Member Since: 1964

See Also Credit Unions, Mortgages, Auto Financing
Scholz, Klein & Friends Enlightened Retirement Group Inc.
1020 NE Loop 410 Ste 600
San Antonio, TX 78209
Phone: (210) 829-5600
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Member Since: 2015
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
Siebert, Brandford, Shank & Co.
6800 Park Ten Blvd Ste 193W
San Antonio, TX 78213
Phone: (210) 798-2663
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Member Since: 2015
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
Texas Capital Bank
745 E Mulberry Ave Ste 350
San Antonio, TX 78212
Phone: (210) 785-3600
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Chairman's Circle
Member Since: 2000

See Also Banks
TexStar National Bank
12800 San Pedro Ave
San Antonio, TX 78216
Phone: (210) 348-7555
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Member Since: 2010

See Also Banks
TransPecos Banks
112 E Pecan Ste 800
San Antonio, TX 78205
Phone: (210) 228-9960
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Member Since: 2011

See Also Banks
The Trust Company
755 E Mulberry Ste 400
San Antonio, TX 78212
Phone: (210) 352-2410
Fax: (210) 472-2661
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Gold Member
Member Since: 2015
Twenty Twenty Investment Advisors LLC
P O Box 90122
San Antonio, TX 78209
Phone: (509) 954-6922
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Investment Management and Retirement Planning
Member Since: 2016

See Also Investment Advisory Services, Retirement Planning
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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Chairman's Circle
Member Since: 2007

See Also Banks
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: 2016

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
William Blair & Company
9901 IH 10 W Ste 800
San Antonio, TX 78230
Phone: (210) 558-2849
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William Blair is a full-service investment bank dedicated to serving the financial needs of public issuers across the country with 11 public finance locations across the United States.
Member Since: 2016

See Also Investment Banking, Banks
Windcrest Financial LLC
8930 Fourwinds Dr Ste 256
San Antonio, TX 78239
Phone: (210) 858-7849
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New Member
We specialize in tax-free retirement strategies full of safeties and guarantees. You will enjoy stockmarket-like returns, but never any losses. Even if the market crashes, your money won't lose a penny.
Member Since: 2016

See Also Retirement Planning

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