Why Choose Us?

WHY CHOOSE MONEY MANAGERS, INC TO HELP YOU SOLVE THE PUZZLE OF FINANCIAL SECURITY

OUR WORK IS CLIENT CENTERED, GOAL DIRECTED, AND VALUES BASED.


What do we mean by:

Client Centered?

  1. We never forget it's your money.
  2. You are always in control.
  3. We protect your need for safety and confidentiality.
  4. We practice listening.
  5. We help you verbalize the life you envision. 
  6. We cheerfully answer all your questions.
  7. We provide excellent customer service.


Goal Directed?

  1. We believe our first goal is to help you protect the wealth you have now.
  2. We know it is not what you earn, it's what you keep that counts.
  3. We understand that risk is best managed by caution.
  4. We develop strategies to match your vision of your future.
  5. We inform you of needs you may have that you are unaware of.
  6. We monitor our progress.
  7. We revise our strategy when your needs or economic factors require change.

 

Values Based?

  1. We honor the importance of faith and family.
  2. We respect your personal values.
  3. We know money is the means to an end, not the end itself.
  4. Your dreams and desires drive the process.
  5. We aid your support of needs or causes that help you give back.
  6. We value your time.
  7. We offer functions that are informative, educational, and sometimes, just fun.

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

Money Managers © 2013 | Privacy Policy

To view NEXT Financial Group’s privacy policy and other important information, visit the “Clients” section of www.nextfinancial.com.