SF
Secure Financial Management
Asesoría financiera de confianza que se siente como de familia.
5
Business
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Asesoría financiera de confianza que se siente como de familia.
Secure Financial Management en San Antonio ofrece asesoramiento financiero individualizado con explicaciones claras y simples. Ubicado en 4630 De Zavala Rd, el equipo recibe elogios por su profesionalismo, profundo conocimiento del mercado y un enfoque atento, parecido al de una familia. Los clientes valoran la orientación sobre la jubilación y los ahorros para la vida, el Proceso de Anualidad de Ingreso Nivel, además de videos informativos y eventos que generan confianza y conexión.
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Estrategias personalizadas para asegurar tu jubilación, incluyendo rentas vitalicias y gestión de ahorros.
Asesoría experta sobre los mercados financieros y la gestión de carteras adaptada a tus objetivos.
Servicios integrales para el crecimiento de activos, planificación patrimonial y seguridad financiera a largo plazo.
Asistencia con anualidades de ingresos fijos y otros productos de ingresos para la jubilación.
Asesoramiento personalizado uno a uno para explicar términos complejos y construir relaciones basadas en la confianza.
Talleres y eventos sociales para ofrecer conocimientos y fomentar la comunidad entre los clientes.
Calificación general
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.
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