Top 15 Financial Advisors in San Antonio, TX

Ginger Odom Christian has been advising investments for two generations in my family. Despite major life upheavals, COVID and current economic challenges, my financial well-being and future has grown and prospered because of his knowledge and discernment.

Adonis Sinclair Great experience. Immensely professional. Highly recommended! 5 Stars!

Julie Klumpyan 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.

Jay Peterson Another scam company spam calling me. 3 strikes and i will file a lawsuit

Joli Birchfield I had the pleasure of working with Virgil this tax season, and I couldn’t be more impressed with his professionalism and expertise. From start to finish, he made the entire process seamless and stress-free. Virgil took the time to explain everything in detail, ensuring I understood my options and made the best decisions for my financial situation. His attention to detail was exceptional, and it was clear that he genuinely cares about getting things right. I felt confident that my taxes were in capable hands, and I appreciated his responsiveness and timely communication throughout. If youre looking for a knowledgeable, reliable, and trustworthy tax professional, I highly recommend Virgil. He truly went above and beyond to deliver excellent service, and I will definitely be returning next year!

Jobe Wrzesinski Betty has been my advisor for years and does a fantastic job of keeping me updated and responds quickly when I want to make changes to my account....I wouldnt go anywhere else.

Micky O Came to Aspect with and idea of what we wanted and what we expected. For the most part all that was met. We interviews 3 other groups and this place is solid. The other 3 were good to, just felt with leveled with Aspect more. The plan we paid for was well done, and I look forward to working with them later.

marquez16543 Joseph and his team have been great in helping me reach my financial goals. He is always willing to go above and beyond. He takes the time and has the knowledge to help you grow financially. I definitely recommend his services.

Suzanne Russell Working with Kris has been a joy. She truly cares about our future, and continues to amaze us with her knowledge.

Lee B Beware of scammer! She scammed our company of $6k and won’t reply to emails or phones calls.

Carie A Ive worked with John & Gilbert for several years now. Not being a financial advisor myself, I really appreciate how they take a teachers approach to finances. They strive to educate and guide you on the right path without sales pressure. Keep up the good work guys!

Mysti Murphy Extremely knowledgeable and kind. Rich will make you feel very comfortable and explain the information and the process clearly. I highly recommend Rich.

Jessie Leonard 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!

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.