San Antonio, TX Financial Advisor Office

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Michael BarneyI am passionate about helping people plan for success. I do this by building long term relationships and financial plans that are tailored to your goals and what’s most important to you. Together we plan for risk management, wealth accumulation, and distribution in retirement. I work with individuals, families, and businesses around the country.Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Long Term Care Planning, Employee and Executive Benefits Planning, Estate Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Special Needs Planning, Business Valuation Planning

Languages: English

Location: San Antonio TX, 78257

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Christopher Becker

MBA

Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.Visit my website

Expertise: Financial Planning, Retirement Planning, Employee and Executive Benefits Planning, Wealth Management, Business Risk Management, Investment Strategies

Languages: English

Location: San Antonio TX, 78257

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Bradley Binversie

CFP®, CLU®, ChFC®, M.S.Ed.

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Expertise: Estate Planning, Retirement Income Planning, Business Continuation Planning

Languages: English

Location: San Antonio TX, 78257

CFP®, ChFC®, CLU®

Languages: English

Location: San Antonio TX, 78257

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Roberto Espinosa

AEP®, CAP®, CFP®, ChFC®, CLU®

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Expertise: Financial Planning, Business Succession Planning, Investment Strategies, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning, Life Insurance Planning, Retirement Income Planning, Estate Planning, Trust Services

Languages: English, Spanish

Location: San Antonio TX, 78257

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Luis Espinoza Visit my website

Languages: English

Location: San Antonio TX, 78257

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Nigel Fredericks Visit my website

Languages: English

Location: San Antonio TX, 78257

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Andrew Garcia Visit my website

Languages: English

Location: San Antonio TX, 78257

LUTCF®, CLTC®

Expertise: Financial Planning, Retirement Planning, Long Term Care Planning

Languages: English

Location: San Antonio TX, 78257

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Juliandra GoodmanI believe everyone deserves a trusted advisor and a well-structured financial plan tailored to their wants and needs. I operate a values-based planning practice, meaning it’s important to me to understand what my clients value the most. My mission is for every client to know with confidence they are on track for their future goals while still able to enjoy their lives today.Visit my website

Expertise: Financial Planning, Life Insurance Planning, Retirement Planning, Disability Income Planning, Investment Strategies

Languages: English

Location: San Antonio TX, 78257

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