APPLY "WISDOM" TO INVESTMENTS:


A - PERSONALIZED PORTFOLIO DESIGN      

  1. Investment analysis and advice
  2. Ongoing Wealth Management and Asset Allocation
  3. Tracking towards personal Goals           


B - EDUCATION:

  1. Accumulation plans for Education
  2. Distributions from education plans
  3. Grandparent gifts for education of grandchildren

 

Money Managers Inc is a BBB Accredited Business. Click for the BBB Business Review of this Financing Consultants in San Antonio TX

Investment advisory/Financial planning services offered through Money Managers, Inc. a Registered Investment Advisory firm registered with the State of Texas.  Securities are offered through NEXT Financial Group, Inc., Member FINRA/SIPC.    TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC is the custodian of Fee Based Accounts.  None of the named entities are affiliated.

7800 IH 10 West, Ste. 636 | Phone: 210.349.9494
Money Managers Inc. is not an affiliate of NEXT Financial Group, Inc

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