SF
Secure Financial Management
Des conseils financiers fiables qui vous font sentir comme en famille.
5
Business
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Des conseils financiers fiables qui vous font sentir comme en famille.
Secure Financial Management, basé à San Antonio, offre des conseils financiers personnalisés avec des explications claires et simples. Située au 4630 De Zavala Rd, l'équipe est saluée pour son professionnalisme, sa connaissance approfondie du marché et son approche bienveillante, proche de la famille. Les clients apprécient les conseils sur la retraite et les économies de toute une vie, le Level Income Annuity Process, ainsi que des vidéos informatives et des événements qui renforcent la confiance et les liens.
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Stratégies personnalisées pour sécuriser votre retraite, y compris les rentes viagères et la gestion de l'épargne.
Conseils d'experts sur les marchés financiers et la gestion de portefeuille adaptés à vos objectifs.
Services complets pour la croissance des actifs, la planification successorale et la sécurité financière à long terme.
Aide pour les annuités à revenu fixe et d'autres produits de revenu de retraite.
Conseils personnalisés en tête-à-tête pour expliquer les termes complexes et instaurer des relations fondées sur la confiance.
Ateliers et événements sociaux pour offrir des perspectives et favoriser la communauté parmi les clients.
Note globale
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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