15303 Huebner Road Building 10 San Antonio, TX 78248

210-349-9494
Client Login
Money Managers Inc. Home
Money Managers Inc. Home
  • Home
  • About Us
  • Our Team
  • Services 
    • Retirement
    • Investment Management
    • Taxes
    • Protection
    • Legacy
  • Resource Center 
    • Retirement
    • Investment
    • Estate
    • Insurance
    • Tax
    • Money
  • Tools 
    • Charles Schwab
    • Albridge
  • Make an Appointment
Client Login

Surprises

Making the most of surprises is a great reason to work with us.

Have A Question About This Topic?

Thank you! Oops!

Related Content

A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Contact

Office: 210-349-9494

15303 Huebner Road

Building 10

San Antonio, TX 78248

mail@moneymanagersinctx.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Investment advisory/Financial planning services offered through Money Managers, Inc. an 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.

Money Managers Inc. is not an affiliate of NEXT Financial Group, Inc

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

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

We are licensed to sell Investment Products and Services in the following states: AZ (Arizona), CA (California), CO (Colorado), DE (Delaware), FL (Florida), ID (Idaho), IL (Illinois), IN (Indiana), IA (Iowa), KY (Kentucky), LA (Louisiana), MO (Missouri), NY (New York), OK (Oklahoma), TN (Tennessee), TX (Texas), UT (Utah), WA (Washington), WI (Wisconsin)

We are licensed to sell Insurance Products in the following states: AL (Alabama), CO (Colorado), DE (Delaware), FL (Florida), IA (Iowa), LA (Louisiana), MO (Missouri), OK (Oklahoma), TN (Tennessee), TX (Texas), VA (Virginia), WA (Washington)