Money Managers Inc
210-349-9494

Open hoursCLOSED NOW - Opens at 9:00am

7800 W Interstate 10 Ste . 636, San Antonio, TX 78230

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If you have questions about money, our firm has answers! Our firm was one of the pioneers of independent, fee-based financial advice.  Each client receives personalized analysis and objective solutions to financial questions.  Simple to comprehensive financial planning,Tax reduction strategies,Customized portfolios and investment management,Expertise in Oil & Gas and Royalty interests, production and services,Employee Benefit plans and advice,Retirement planning and counsel,Retirement Income management,Long Term Care and Elder care solutions,Intergenerational wealth transfer processes, Our Financial Planners and Advisors are career professionals, competent and caring.  We obtain information about you and your needs before we give advice. Money Managers Inc is a duly Registered Investment Advisor. Securities offered through NEXT Financial Group Inc, and Foliofn Institutional Inc,, both members FINRA and SIPC

More Business Info

Solving the Puzzle of Financial Security

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Extra Phones

Phone: 210-349-9492

Services/Products
Our work is centered on YOU! We make the complex SIMPLE! Answers to financial questions! Independent, Unbiased Financial Advice and Services!Fee based Financial Planning!Personalized solutions unique to each client, We know you by name, not by number, We build our business by introductions from existing clients
Location
Near the intersection of West Interstate 10 and Loop 410 NW in the vicinity of the South Texas Medical Center
Neighborhood
Northwest Side
Amenities
Services to Individuals, Businesses, Entrepreneurs, Trusts and Estates We work as a Team with your other professionals--CPAs, Attorneys, and others, for your benefit. Multi-Family Office suite of services. Specialists in Federal and Military Employee Benefits on staff.
Associations
Accredited by Better Business Bureau, Certified Financial Planners Board of Standards, Kingdom Advisors member
Other Link

http://www.moneymanagersinctx.com

Categories
Retirement Planning Services, Financial Planning Consultants, Investment Advisory Service