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  1. US
  2. TX
  3. San Antonio
South Texas Wealth

South Texas Wealth

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8000 Interstate 10 W, Ste. 920, San Antonio, TX 78230, USA Get Directions
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ABOUT   Services Excellence Summary

South Texas Wealth, founded by Jeremy Sakulenzki, is a top financial planning firm. Our specialization is retirement assets protection for baby boomers, but we serve all age categories. Our cautiously described, time-tested investment approach is what has earned us a reputation in finance. This is something we don't take lightly. We are not here to make you rich; rather, we aim to prevent you from going broke in your life. For confidential, honest, transparent, and open financial planning and management, our doors are always open. Contact us today for a free consultation without obligation. Our team will review your retirement plan and determine if it is working well. We will help improve your financial benefit and security by seeking alternatives should our assessment reveal that the plan is not effective. Jeremy Resigns from New York Life Jeremy began his career with a strong desire to assist others in protecting their assets. He holds a business degree from Texas A&M. He was interviewed by many financial planning firms. He landed several job interviews before securing a job at New York Life. After almost ten interviews with the top financial planning companies, Jeremy was employed by New York Life. Jeremy soon realized that no matter how quickly he advanced, he was unable to deliver the best service to his clients. Jeremy was a proud recipient of his family's entrepreneurial spirit. Jeremy resigned from New York Life and founded South Texas Wealth, a financial planning company that helps Baby Boomers save their retirement savings from unforeseen, potentially life-changing circumstances. Jeremy is now free to offer his clients the best.

 

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South Texas Wealth Reviews: 4. Average Rating: 5.0

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