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South Texas Wealth photo
South Texas Wealth photo
South Texas Wealth photo
South Texas Wealth photo
South Texas Wealth photo

South Texas Wealth

5.0 4 reviews
Address: 8000 Interstate 10 W, Ste. 920, San Antonio, TX 78230, USA Get Directions

What people love

From reviews
Knowledgeable Professional Dedicated wealth manager Insightful information Strong work ethic Client care Thorough explanations Experience

About this business

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.

Frequently asked questions

7 questions
What do South Texas Wealth clients say about their experience?
Clients frequently praise Jeremy for his professionalism, dedication, and ability to explain financial concepts clearly. Many highlight his commitment to helping them protect their assets and ensure financial security, making him a trusted advisor for their retirement planning.
Does South Texas Wealth offer free consultations for new clients?
Yes, they provide a no-obligation, free consultation to evaluate your retirement strategy and determine if it is effective. This approach allows potential clients to assess their financial management without any initial commitment.
Who leads South Texas Wealth and what is his background?
South Texas Wealth is led by Jeremy Sakulenzki, who has a strong background in finance and a Texas A&M business degree. His passion for helping others protect their assets drives the firm's disciplined investment strategy.
What are the operating hours for South Texas Wealth?
Their hours are as follows: Monday: 10:00 AM - 8:00 PM, Tuesday: 10:00 AM - 8:00 PM, Wednesday: 10:00 AM - 8:00 PM, Thursday: 10:00 AM - 8:00 PM, Friday: 10:00 AM - 8:00 PM, Saturday: Closed, Sunday: Closed.
How does South Texas Wealth ensure client satisfaction?
The firm emphasizes honest, open, and transparent financial management, which clients appreciate. Jeremy's dedication to understanding clients' needs and providing tailored advice contributes to their overall satisfaction and trust in his services.
Can I trust South Texas Wealth with my retirement planning?
Yes, many clients trust Jeremy for his commitment to protecting their retirement savings. His disciplined investment strategy and focus on preventing poverty resonate with clients seeking reliable financial management.
Where is South Texas Wealth located?
8000 Interstate 10 W, Ste. 920, San Antonio, TX 78230, USA

Location & directions

San Antonio, Texas
South Texas Wealth
Wealth Management Companies
Address
8000 Interstate 10 W, Ste. 920, San Antonio, TX 78230, USA
Hours
Closed Now
South Texas Wealth Reviews · 5.0 average
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