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PAX Financial Group, LLC
Guiding families to financial security with integrity, education, and personalized care.
5(5 reviews)
$$$
Business
financial-advising
insurance
1 / 6
About PAX Financial Group, LLC
PAX Financial Group, LLC is a trusted financial consulting firm in San Antonio, dedicated to helping individuals and families navigate complex financial decisions with clarity and confidence. Specializing in Medicare planning, investment strategies, and insurance solutions, we prioritize client education and long-term relationships over commissions. Our team provides personalized guidance to ensure your financial well-being, treating every client like family. With a focus on integrity and value, we empower you to make informed choices for a secure future.
Business Info
Location
270 N Loop 1604 E STE. 200, San Antonio, TX 78232, USA
Services Offered
Medicare Planning
Expert guidance on Medicare enrollment and coverage options tailored to your healthcare needs.
Investment Strategies
Personalized investment planning and portfolio management to help grow and protect your assets.
Insurance Solutions
Comprehensive insurance advice for life, health, and other policies to safeguard your family.
Financial Education
Client-focused workshops and one-on-one sessions to demystify financial concepts and empower decision-making.
Family Financial Planning
Holistic financial planning services that prioritize your family's long-term goals and security.
Reviews
5(5 reviews)
Rating Distribution
5
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3
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Jessie Leonard
via Google
about 1 year ago
My wife and I worked with Justin at Pax about our sign up for Medicare. He is amazing at what he does! He guided us right down the exact path for us. His knowledge of the system and how everything works together is phenomenal! He is a true pro at what he does. We highly recommend PAX and Justin! Thank you!
T
Todd Kounsevia Google
over 9 years ago
PAX is not just in the financial business, but also the teaching business. In the confusing world of investing, they take the time you need to review, explain, and care about your financial needs. No one at PAX is on commission and they treat everyone like family. I once told my advisor, "Thanks for spending so much time on this. I know I'm just small potatoes." His response: "We love small potatoes!"
D
Daren Lowmanvia Google
over 9 years ago
I have been very pleased with the level of customer service and integrity at Pax Financial. I have come to trust that they are seeking to do the best for me and my family and not for their bottom line. Grateful for a this long term relationship.
S
Sergio Lunavia Google
over 9 years ago
At PAX Financial you get real VALUE. All the people who work there really care for the client. I can testify to all the love and care they put into everything they do. I am pretty sure they do it for a greater purpose! Keep up the good work! #PAXFAN
K
Kenneth Hicksvia Google
over 9 years ago
PAX Financial Group to the naked eye seems like it's a place to partner together about my finances. What our family discovered is that the Team at PAX cares about our Family FIRST! We've established relationships that will last a lifetime and are so thankful for the input, guidance and deposits their Team have contributed to our Family. I am grateful for their Passion, Knowledge, Experience and Wisdom as they guide our family in areas of Finance & Insurance. I could not recommend a better team to covenent together w/ your family.
