Team Retirement Solutions

We focus on IRS Colletion Division casework. Formerly with the Criminal Division, Fraud Section, U. S. Department of Justice. From Juan Cortez, Enrolled Agent -- I help resolve IRS tax problems. Formerly with the Criminal Division, Fraud Section, U. S. Department of Justice...

McNally Financial Services Corp, based in San Antonio, TX, boasts a team of professionals dedicated to fostering strong industry relationships and supporting representatives at all stages of their business growth. Offering a range of services for brokers and individual investors, McNally Financial Services Corp is a Registered Broker Dealer and Registered Investment Advisor committed to providing personalized financial solutions while emphasizing the importance of risk management and diversification.Generated from the website

Stifel, Nicolaus & Company, Incorporated, based in San Antonio, TX, is recognized as the leading wealth management firm for employee advisor satisfaction, as highlighted by J.D. Power. The firm is dedicated to supporting financial advisors through seamless transitions, comprehensive resources, and a robust technology platform designed to enhance client relationships and operational efficiency. With a focus on growth, Stifel offers a wide range of investment products and services, including banking and lending solutions, wealth planning, and alternative investments. The firm prides itself on its culture, which fosters entrepreneurial spirit and provides advisors with the tools necessary to thrive in a competitive industry. Generated from the website