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Review Keywords Analysis

  1. US
  2. TX
  3. San Antonio
Long Life Financial - San Antonio
Long Life Financial - San Antonio
Long Life Financial - San Antonio

Long Life Financial - San Antonio

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10101 Reunion Pl #355, San Antonio, TX 78216, USA Get Directions
5.0
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Service Sub Service Average Price Range (USD)
Financial Planning Retirement Planning
$100 - $300 Call to Book
Investment Strategy
$150 - $350 Call to Book
Tax Planning
$75 - $200 Call to Book
Insurance Services Disability Insurance
$20 - $50 Call to Book
Life Insurance
$30 - $60 Call to Book
Health Insurance
$100 - $400 Call to Book
Portfolio Management Investment Portfolio Review
$150 - $300 Call to Book
Asset Allocation
$100 - $250 Call to Book
Performance Analysis
$75 - $150 Call to Book
ABOUT   Services Excellence Summary

George is a seasoned financial professional with 2001. He is a proud member of the community and has served many people and companies in San Antonio. George is also a specialist with credentials that are a testament to his success. He has been the principal of Long Life Financial with a track record of helping hundreds of people. His business has served emerging professionals and private enterprises. His clients have trusted him for their financial planning needs because of his vast experience and understanding. He is a registered investment advisor and energetic. He has a FINRA series 6, series 63, and group 1 registrations for life insurance. This friendly and intelligent financial service expert also has a group license. George was a young investment specialist at his first job before receiving the Northwestern Mutual Rookie Of The Year award because he outperformed all other young investment managers.

 

SUMMARY   Reviews Summary

Reviewers consider George to be highly skilled and knowledgeable. His clients and friends emphasize his thoroughness, responsiveness and excellent communication. They note that George is approachable and offers sound financial decisions and that he always has his clients' best interests at heart. His financial and client management skills are backed by his clients' trust and recommendations. Most reviewers would highly recommend George for financial planning.

 

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John Doe left a 5 star review
★★★★★
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helped me (2)
extremely knowle ... (2)
very responsive (1)
knows his stuff (1)
recommend (1)
highly recommend ... (1)
very professiona ... (1)
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Long Life Financial - San Antonio Reviews: 6. Average Rating: 5.0

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John Doe left a 5 star review
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