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Genesis Wealth Management

Name: Genesis Wealth Management
Address: 17806 Interstate 10, San Antonio, TX, 78257, US
Telephone: (210) 686-9000
Price range: $$$
Rating: 5

Tailored financial strategies for your secure future in San Antonio.

5(4 reviews)

Business

$$$

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About Genesis Wealth Management

Genesis Wealth Management is a premier financial advisory firm in San Antonio, TX, dedicated to providing personalized financial planning and investment management. Led by Jon Thompson and his expert team, we focus on creating customized strategies for retirement, wealth growth, and family security. With a 5-star rating and client-centered approach, we ensure you're thoroughly informed and supported to achieve your financial goals. Trust us for smart, kind guidance that puts your future first.

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Business Info

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(210) 686-9000 www.genesiswealthtx.com/financial-advisor-san-antonio-tx

Location

17806 I-10 suite 120, San Antonio, TX 78257, USA

Services Offered

Personalized Financial Planning

Custom-tailored financial strategies designed to meet your unique goals and family needs.

Retirement Planning

Comprehensive retirement solutions to secure your future and achieve long-term financial stability.

Investment Management

Expert management of investments aimed at outperforming benchmarks and growing your wealth.

Wealth Growth Strategies

Proactive recommendations and solutions to enhance your financial performance and address concerns.

Family Financial Security

Focused planning to protect and secure your family's financial future with attentive guidance.

Reviews

5(4 reviews)

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Theresa Klar

via Google

about 1 year ago

My Genesis financial manager does a fantastic job! He not only manages my performance above the relevant benchmarks, but also helps me with questions often before I ask them. I have and will continue to refer friends and families to Genesis!

J

Julie Klumpyan

via Google

about 1 year ago

I highly recommend Jon Thompson of Genesis/LPL Financial. He has been helping me plan for my retirement for several years. He’s smart, kind, a great listener and makes recommendations based on his knowledge while working with my concerns and leanings in order to meet my financial goals for retirement.

K

Ken Rosen

via Google

about 1 year ago

The Genesis Wealth Management team is second to none! Jon Thompson and his associates are completely focused on ensuring your financial plan is tailored to you and your family. He takes the time and attention needed to ensure you are thoroughly informed. I highly recommend Jon Thompson and the Genesis Wealth Management team to secure your financial future.

J

James Miller

via Google

about 1 year ago

These guys cover it all when it comes to personalized financial planning. Jon’s great at making himself available, taking all questions, and providing solutions.