Lectricland

Pinnacle Strategic Wealth, Inc. is a full-service retirement planning company based in San Antonio, TX, serving clients in the surrounding communities. Led by founder Kevin Gerbers, a seasoned finance professional with a passion for customer service, the company takes a holistic approach to financial planning, integrating income planning, insurance solutions, long-term care, retirement planning, and tax strategies to help clients achieve their ideal retirements. With a commitment to putting clients' interests first, Pinnacle Strategic Wealth, Inc. aims to provide comprehensive education and guidance to help individuals and families succeed in all areas of their financial lives. Established in 2019, Pinnacle Strategic Wealth, Inc. is dedicated to helping clients in the San Antonio area navigate the complexities of retirement planning. Kevin Gerbers, a Certified Financial Fiduciary, brings extensive experience in both the corporate realm and private practice, emphasizing the importance of planning for the unexpected and addressing key areas such as taxes, health care, and legacy planning. By understanding clients' stories and goals, Kevin and his team strive to provide personalized financial solutions and empower individuals to take control of their finances through education and sound advice.Generated from the website

Marcado Asset Management is a financial firm based in San Antonio, TX, dedicated to working with exceptional employers who prioritize the financial well-being of their employees. Through collaborative efforts, they empower individuals towards achieving financial health. Specializing in providing tailored financial solutions, Marcado Asset Management focuses on fostering strong employer-employee relationships to drive positive financial outcomes. Their office is conveniently located at 4940 Broadway Street, Suite 217, in San Antonio, Texas. Generated from the website