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San Marcos Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in San Marcos.

Top Pro
  • 5 years in business
  • 7 hires on Thumbtack
  • Top Pro on Thumbtack
Evan S.
Verified review

When we posted our need for a financial planner on Thumbtack James contacted us in very short order with ideas and timelines for implementation. He is a consummate professional. He maintains good communication with us and follows through in a punctual manner.

  • 18 years in business
  • 3 hires on Thumbtack
Ahnna M.
Verified review

2017 was the first year I used Anderson Financial Consulting for my taxes. It was the easiest process that was not only informative but efficient. Eric will be doing my taxes for years to come. He is always a phone call away, even when silly questions pop up. Stop wasting money and time at H&R Block, etc. If you are a business owner, or just need help with budgeting and financial planning, you need Eric in your corner.

Amber W.
Verified review

Matt went above and beyond to help me with my financial planning. Will do future business with him!

Vicky V.
Verified review

NFS and their staff is super passionate about their work and they do a lot for the community they’re in. They helped me get a lot of extra $ on my refund!!

  • 23 years in business
  • 1 hire on Thumbtack
Crystal K.
Verified review

I enjoyed working with Eric and Jeff. I have never worked with Financial planners before. They were patient with me, took their time to educate me and helped me to make investment decisions. I highly recommend working with them

Financial
5.0
from 1 review
    Bernadette S.
    Verified review

    Joe is great. He helped my husband and I figure out the insurance coverage we needed and could afford. He was more than accommodating and really was a terrific guide through the whole process.

    Lisa F.
    Verified review

    We've used Bellwether to keep our accounting up to speed at our small, tech start up. I am responsible for all bookkeeping, HR, payroll etc. However, my forte is not accounting. Rob helped me close my books every quarter, helped me with journal entries, quarterly reports and all the more in-depth accounting details that I am not proficient in. Rob truly put my mind at ease that all of my reports and financial details were correct and orderly so that I knew when I had to present my financials to our BoD, they were spot on. Rob is an expert at what he does and is very easy to work with. I would highly recommend Bellwether for any specific account project or long term accounting placement.

    • 2 years in business
    Deb A.
    Verified review

    Patrick helped me with some complicated tax issues related to the sale of my small business. He is now our trusted advisor on all financial matters.

    • 12 years in business
    Annette P.
    Verified review

    The service that he provided for me was really great explained everything and got us on track for the rest of our lives it's been a really great to do business with him he also is helping us with our investments and 401K

    About

    I believe what sets us apart is that we take on an educating approach to everything we do and offer here at Capital Choice. We want our clients to understand where they are and where they want to go financially, and make their own educated decisions as to how they want to get there. We are truly, only a guide to them on their journey to financial freedom. I love having the opportunity to help families and individuals reach their goals. it is a true blessing to be a part of something good and pure such is what we do.

    About

    My wife and I help families make extra income, become properly protected, debt free, and financially independent. We can take what you are already doing, rearrange it so that it makes more sense and so you will be closer to your goals and dreams. Doesn't it make sense to have a financial GPS to get you where you want/need to go?

    • 5 years in business
    • 1 hire on Thumbtack
    About

    Guideway Financial is an independent, fee-only financial planning firm that provides consulting, comprehensive planning, retirement planning, college planning, and more. We create retirement plans that generate income over an exact time period, limiting any worry over running out of money. As fee-only advisors, we are not sales people. We do not sell products or charge commissions. We are fiduciaries, putting your interests ahead of our own. And, we provide advice no matter where your money is held, or the income source (employer-held 401(k) and 403(b) accounts, IRAs, real estate, pensions, Social Security, and more). The emphasis at Guideway is upon highly optimized portfolio management, saving money through no-load mutual fund investments and tax efficiency. Our services are tailored to provide as much help as you would like, and nothing more. With a fixed fee approach, you pay only for what you need -- no percentage of AUM, no commissions, and no hidden fees. What I love most about my job as a fee-only financial planner is the satisfaction brought by helping clients reduce their concerns about money, and allowing them to enjoy life more. By offering a differentiated approach that provides income for an exact period of time, I can work with middle market clients who want to make the most of their retirement, but not worry about running out of money. And, the fee-only approach allows our firm to serve clients using low-cost mutual funds and transparent pricing. It is nice to provide an avenue for clients to avoid commissions and costly products that are common in the financial industry. It is also very fulfilling to assist clients to improve their cash flow management, or fund their children's college, or even to find the means to start a business.

    About

    Serving San Antonio, TX, and outlying areas, Debra Bachleda of Bachleda Financial is offering the following, not limited to, services: business advisory, tax management, retirement income planning and wealth management.

    About

    I do operational accounting on regular intervals, as well as payroll and transactional processing. I also prepare monthly, quarterly, and annual tax filings.

    About

    R. Daniel Selak is an expert witness in financial services cases involving trials and arbitration. He is a consultant to attorneys and clients who have disputes in investment matters. He has forty-four years of experience in managing clients' portfolios and the management of hundreds of financial advisers in all areas of investing.

    About

    Texas based financial planning company finance BP Financial BP Financial is a Texas based financial planning company ready to help you meet your financial goals. We are dedicated to providing our clients unsurpassed customer satisfaction.

    About

    I consider myself a financial coach, helping to guide you and your family through many of the complex financial matters facing you today and in the future. These may include retirement plans, life insurance, disability insurance, annuities, long-term care, estate planning and ideas about financing you child's education. I also help businesses with business insurance needs, executive compensation and employee benefits. I know that you'll find me as an outstanding resource. Give me a call or text at your convenience.

    • 6 years in business
    About

    49 Financial is changing the financial industry for the better through our advisors’ fierce loyalty, unquestioned integrity, selfless teamwork, abundant gratitude, and deep conviction. We want to be the catalysts to bring the focus back to people. We believe in the power that comes from planning for finances together rather than alone for both our clients and our advisors.

    About

    We are an insurance and financial services agency, a family of professionals who are dedicated to empowering their clients to manage the risks of everyday life, recover from the unexpected and realize their dreams. We seek opportunities to create innovative insurance and financial solutions, making people's lives easier. It is our business to be a good neighbor, improving the quality of life in the communities where our clients live and work. We choose to provide world-class service. We are the gold standard!

    About

    I am a certified financial planner for high-net-worth professionals. There are no fees or commissions. I provide real financial servicing.

    About

    We provide our clients with the knowledge, advice, and tools necessary for them to maintain financial viability today with an eye to their future goals. We build long-term relationships with our clients. We understand their needs. We communicate honestly and often. We are dedicated to a high standard of ethics and professionalism.

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