SF
Secure Financial Management
Trusted financial guidance that feels like family.
5
Business
$$$
Trusted financial guidance that feels like family.
Secure Financial Management in San Antonio offers individualized financial advice with clear, simple explanations. Located at 4630 De Zavala Rd, the team earns praise for professionalism, deep market knowledge, and a caring, family-like approach. Clients value guidance on retirement and life savings, Level Income Annuity Process, plus informative videos and events that build trust and connection.
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Customized strategies to secure your retirement, including income annuities and savings management.
Expert guidance on financial markets and portfolio management tailored to your goals.
Comprehensive services for asset growth, estate planning, and long-term financial security.
Assistance with level income annuities and other retirement income products.
Personalized one-on-one advice to explain complex terms and build trust-based relationships.
Workshops and social events to provide insights and foster community among clients.
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Overall rating
David Bongio
The SFM team provides individualized financial advice. My spouse and I trust each and all of the team members. We value them not only for their knowledge but also for their commitment to us as people. We are blessed to count each and all of the team members as family.
Jon Villanueva
We have been very happy with the professionalism of everyone at SFM. They are extremely knowledgeable of the financial markets and take time to explain everything in simple terms. We’re very happy to be new clients and look forward to the continuing relationship.
Marilyn Walker
In a world where trust is a premium, Jay and his team of "J's" advisors are solid. Retiring after a steady paycheck can raise anxiety, even when you appear to be "prepared" it's new and still scary. They understand and talk you thru it and build the trust to take the next step: Just do it. The videos, emails with current and relative info are insightful as well. Then there's the comaderie they build with the clientele via learning events and on occasion, a social event. This team knows what it means to serve.
sylvia gutierrez
Had an amazing experience talking with Jarred at SFM! He walked us through the process of the Level Income Annunity Process. Everyone at SFM is professional, friendly and caring. Love this group.
Andy Rendon
Before my wife and I were contemplating retirement, we did our due diligence with researching who to go with and trust with our life savings/retirement. Secure Financial was one of the institutions that we interviewed. By far, they stood out amongst their competitors and earned our business and have continued to earn our business to this day. Jay, Jacob and the entire staff of Secure Financial make you feel like part of the family. We appreciate them enough to want to share them with everyone. If you are contemplating retirement now or in the future, make sure to do your homework and then give Secure Financial an opportunity to earn your business. I guarantee you won’t be disappointed. I do not work for them; we are just happy customers.
