Financial Services
 
World Financial Group - D. Celeste Walters
4242 Woodcock Dr.
Suite 204
San Antonio, TX 78228-2620
Phone: 210-778-1214
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At WFG, we do more than just provide financial services. We help guide people to a better future. ‍ Since our founding in 2001, every decision has been guided by our mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy. Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, our licensed agents across North America help guide individuals from where they are to where they want to be.
Member Since: 2023

SWBC
9311 San Pedro Ave Ste 600
San Antonio, TX 78216
Phone: (210) 525-1241
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For over 30 years, SWBC has been providing a wide range of insurance, mortgage, and investment services to individuals and businesses in the San Antonio community. With multiple divisions and offices across the country, SWBC employs over 1,200 employees who share a common goal – provide outstanding service to every client.
Member Since: 1981

See Also Insurance, Mortgages, Investments, Employee Benefits, Chamber Health Care Brokers, Real Estate, Auto Financing, Commercial Builders, Mortgage Bankers, Insurance Agents & Brokers, Insurance-Life, Financial Plan Consultant, Insurance-Health, Investment Advisory Services, Mutual Funds, Real Estate - Residential, Real Estate Brokers

Bank of America
1803 E Broadway Ste. 600
San Antonio, TX 78215
Phone: (210) 270-5378
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Bank of America is one of the world's largest financial institutions, serving individual consumers, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 55 million consumer and small business relationships with more than 6,100 retail banking offices, more than 18,500 ATMs and award-winning online banking with nearly 30 million active users.
Member Since: 1959

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Firstmark Credit Union
2023 Gold Canyon
San Antonio, TX 78232-2023
Phone: (210) 342-8484

Board of Advisors
Member Since: 1979

See Also Credit Unions, Loans, Insurance, Real Estate, Mortgages, Mortgage Bankers, Auto Dealers, Insurance Agents & Brokers, Insurance-Life

Frost
111 West Houston
San Antonio, TX 78205
Phone: (210) 220-4353
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For six generations, Frost has been committed to helping businesses and families throughout Texas prosper. What started as a small downtown San Antonio bank is now Cullen/Frost Bankers, Inc. (NYSE: CFR), a multi-billion dollar financial holding company. Frost provides a full range of commercial and consumer banking products, investment and brokerage services, insurance products and investment banking services. Founded in 1868, Frost is the largest Texas-based banking organization that operates only in Texas, with more than 100 financial centers in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Rio Grande Valley and San Antonio regions. While much has transpired over the years, the very principles and values Frost was founded upon have not changed one bit.
Member Since: 1929

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Veterans United Home Loans of San Antonio
3512 Paesanos Pkwy Ste 103
San Antonio, TX 78231
Phone: (210) 477-9460
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Gold Member
Veterans United Home Loans is San Antonio's expert team on VA home loans. As a branch of the nation's leading provider of VA Home Loans, we offer the tools and expertise of a national lender on a local level to Military City USA. The passionate, hard-working team at Veterans United works to exceed expectations by providing a wealth of helpful information, personalized service and specialized knowledge about the VA loan program. Veterans United Home Loans is an equal opportunity lender and is not affiliated with any government agencies, including the VA. NMLS# 1907
Member Since: 2016

See Also Mortgage Services, Mortgages
Victory Capital
15935 La Cantera Parkway
San Antonio, TX 78256-2620
Phone: 216-898-2499
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Board of Advisors

Victory Capital is a diversified global asset management firm. The Company operates a next-generation business model combining boutique investment qualities with the benefits of a fully integrated, centralized operating, and distribution platform.

Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms, and individual investors. With nine autonomous Investment Franchises and a Solutions Platform, Victory Capital offers a wide array of investment styles and investment vehicles including, actively managed mutual funds, separately managed accounts, active ETFs, multi-asset strategies, custom-designed solutions, and a 529 College Savings Plan.

Member Since: 2020

See Also Investments, Asset Management
Broadway Bank
1177 NE Loop 410
San Antonio, TX 78209
Phone: (210) 283-6500
Fax: (210) 283-6545
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Board of Advisors
Established in 1941, Broadway Bank (along with its military division, Eisenhower Bank) is one of the largest independent banks in the San Antonio and Hill Country area.  Also with 37 neighborhood banking center locations, we're one of the strongest and best capitalized financial institutions around.  Visit broadwaybank.com for more information.
Member Since: 1963

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Investment Realty Company L.C.
16350 Blanco Rd Ste 114
San Antonio, TX 78232-3338
Phone: (210) 828-9261
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Gold Member
Investment Realty Company (IRC), the specialist in commercial investment real estate, has over 35 years of commercial real estate sales and leasing experience, also. Areas of expertise for IRC’s brokerage and transaction management services include: Investment Sales & Purchases, Asset Management, Owner- User Purchases, Landlord Representation, Tenant Representation, Multi-Family Investments and the Healthcare Division.
Member Since: 1972

See Also Real Estate Brokers, Real Estate, Real Estate - Commercial, Real Estate Investments, Leasing, Real Estate Property Management, Real Estate Developers, Real Estate Relocation Information & Technology, Utilities
Air Force Federal Credit Union
1560 Cable Ranch Rd Ste 200
San Antonio, TX 78245
Phone: (210) 673-5610
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Gold Member
Air Force Federal Credit Union is a not-for-profit financial cooperative owned entirely by its members and operated for the benefit of all who belong. Chartered in 1952, the Credit Union was built from the ground up by Airmen volunteers. From the time of its inception, the Credit Union has taken great pride in the ability and honor of serving the financial needs of our military and their families. Today, we serve the diverse needs of nearly 40,000 members worldwide with a full array of financial services and the strength of more than $325 million in assets.
Member Since: 2011

See Also Credit Unions, Auto Financing, Banks, Mortgages
Amegy Bank, N.A.
10001 Reunion Pl Stes 190-300
San Antonio, TX 78216
Phone: (210) 343-4414
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Board of Advisors
Member Since: 2007

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Bank of San Antonio
1900 NW Loop 410
San Antonio, TX 78213
Phone: (210) 807-5500
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Platinum Member
In 2007, a group of local investors brought a new business model to banking in South Texas, one based on strong relationships, concierge-quality service, knowledgeable strategies and world-class resources. That's the way the founders had built their own successful businesses, so they knew they were on the right track. Today, the business model continues to prove its worth - The Bank of San Antonio has grown in size and reputation. Early clients are still with us and continue to demonstrate their confidence in our people, our service and abilities by recommending us to friends, business associates and family members.
Member Since: 2008

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Capital Group Companies/American Funds
3500 Wiseman Blvd
San Antonio, TX 78251
Phone: (210) 474-4316
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Platinum Member
Member Since: 1990

See Also Mutual Funds, Investments, Investment Advisory Services
Capital Strategies, Beyond Wealth
10101 Reunion Pl Ste 300
San Antonio, TX 78216-4157
Phone: (210) 760-4680
Member Since: 2005

See Also Investment Advisory Services, Insurance, Insurance-Life, Insurance Agents & Brokers
Capital Strategies, Beyond Wealth
10101 Reunion Pl Ste 300
San Antonio, TX 78216-4157
Phone: (210) 760-4680
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Member Since: 2005

See Also Investment Advisory Services, Insurance, Insurance-Life, Insurance Agents & Brokers
Credit Human
1703 Broadway
San Antonio, TX 78215
Phone: (210) 258-1234
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Platinum Member
Member Since: 1964

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Infintech LLC
201 S Lakeline Blvd Ste 503
Cedar Park, TX 78613
Phone: (512) 219-8472
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Member Since: 2009

See Also Merchant Services
Jefferson Bank
1777 Northeast Loop 410, Suite 400
San Antonio, TX 78217-0190
Phone: (210) 734-4311
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Chairman's Circle
Member Since: 1946

See Also Banks, Mortgage Bankers
Legacy Mutual Mortgage
3503 Paesanos Pkwy
San Antonio, TX 78231-1225
Phone: (210) 999-5955
Fax: (210) 579-6549
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Gold Member
Legacy Mutual Mortgage is an approved HUD lender and a member of the Texas Mortgage Bankers Association. We have been in business since April 2005 as a full-service mortgage banking company originating, underwriting and closing conventional, VA, FHA, Texas Vet, and USDA mortgage loans. We also originate single-family construction loans and second lien loans.
Member Since: 2013

See Also Mortgage Services, Loans
Lone Star National Bank
520 E. Nolana Av.
McAllen, TX 78504-2620
Phone: (956) 984-2440
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Gold Member

First founded in 1983, Lone Star National Bank has been dedicated to serving the banking needs of the people of South Texas & San Antonio.

Member Since: 2020

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Luther King Capital Management (LKCM)
5121 Broadway
San Antonio, TX 78209
Phone: (210) 733-5526
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J. Luther King, Jr. founded Luther King Capital Management (LKCM) in 1979 in Fort Worth, Texas. With offices in Fort Worth, Austin, San Antonio, and Dallas, our SEC-registered investment advisory firm provides investment advisory services to high net worth individuals, foundations, endowments, investment companies, pension and profit-sharing plans, trusts and estates, among other organizations.
Member Since: 2014
Merchant Resource Group
8123 Poconos Run
San Antonio, TX 78255
Phone: (210) 860-2898
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Member Since: 2013

See Also Credit Card & ATM Equipment
Merrill Lynch
200 Concord Plaza Ste 100
San Antonio, TX 78216
Phone: (210) 828-7474
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Member Since: 2004

See Also Business Finance, Financial Plan Consultant, Investment Advisory Services, Investments, Stock/Bond Brokers
Mutual of Omaha - Roxanne Cordero
100 NE Loop 410, Ste. 900
San Antonio, TX 78216-2620
Phone: (210) 749-5010
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Gold Member
Member Since: 2021

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New York Life Insurance Company- Sarah Gartin, Agent
8000 West Interstate 10
San Antonio, TX 78230
Phone: 210-382-5533
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Gold Member
Financial Services Professional helping clients with custom solutions for estate conservation, retirement planning, college funding, insurance protection, employee benefits, and other personal or business financial needs. Financial Services Professional for NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. NYLIFE Securities LLC is a New York Life Company. 8000 IH-10, Ste 800, San Antonio, TX 78230, (210) 342 7878
Member Since: 2021

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New York Life Insurance Company- David Leszczewski, Agent
7151 Woodlake Parkway
Lot 260
San Antonio, TX 78218-2620
Phone: (210) 915-9476
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Member Since: 2022

See Also Financial Plan Consultant, Insurance
New York Life Insurance Company- Gregory Kelly, Agent
8416 Eighth Street
Converse, TX 78109-2620
Phone: 210-363-1029
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Member Since: 2022

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On Site ATM Solutions
8123 Poconos Run
San Antonio, TX 78255
Phone: (210) 860-2898
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On Site ATM Solultions is an ATM and cash services provider for events, festivals, concerts, bars, hotels and restaurants.
Member Since: 2012

See Also Credit Card & ATM Equipment
Opcion Management LLC
6202 West Avenue
San Antonio, TX 78213
Phone: (210) 415-5311
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Member Since: 2013

See Also Investment Advisory Services, Investments
Pentagon Federal Credit Union (PenFed)
19500 Bulverde Road
San Antonio, TX 78259
Phone: (800) 247-5626
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Gold Member
Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 1.6 million members and over $24 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico, and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.
Member Since: 2018

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PlainsCapital Bank
70 NE Loop 410 Ste 100
San Antonio, TX 78216
Phone: (210) 541-8228
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Member Since: 2004

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Regions Bank
18756 Stone Oak Parkway Ste 200
San Antonio, TX 78258
Phone: (210) 998-5676
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Member Since: 2010

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Republic Finance
7627 Culebra Road Ste 110
San Antonio, TX 78251
Phone: (210) 681-8014
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Founded in 1952, Republic Finance specializes in providing a variety of consumer loans, flexible lending options and incomparable customer service, and has assisted its customers in meeting their personal finance goals for more than 60 years. With branch offices located within Alabama, Georgia, Kentucky, Louisiana, Mississippi, South Carolina, Tennessee, and Texas, Republic Finance is proud to serve nearly 300,000 customers in almost 200 communities throughout the United States.
Member Since: 2018
Republic Finance 183
2000 SE Loop 410 Suite 105
San Antonio, TX 78220
Phone: (210) 648-0817
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Founded in 1952, Republic Finance specializes in providing a variety of consumer loans, flexible lending options and incomparable customer service, and has assisted its customers in meeting their personal finance goals for more than 60 years.
Member Since: 2017

See Also Loans
Security Service Federal Credit Union
16211 La Cantera Parkway
San Antonio, TX 78256-2419
Phone: (800) 52S-SFCU
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Platinum Member
Member Since: 1973

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Simmons Bank
601 NW Loop 410 Ste 230
San Antonio, TX 78216-5505
Phone: (210) 442-6100
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Member Since: 2006

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Sonora Bank
2711 N Loop 1604 W #103
San Antonio, TX 78258-2620
Phone: 830-331-8310
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Member Since: 2022

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Steven Bankler CPA
9901 IH 10 W Ste 670
San Antonio, TX 78230-2263
Phone: (210) 691-3133
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Gold Member
We primarily deal with closely held businesses as a non-traditional CPA firm. Our job is to put money into your pocket.
Member Since: 2012

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Texas Capital Bank
745 E Mulberry Ave Ste 350
San Antonio, TX 78212
Phone: (210) 785-3600
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Board of Advisors
Texas Capital is ranked in the 2016 Forbes List of Best Banks in America. We are in the Top 50 U.S. banks by market cap (SNL Financial). And we are in the Top 10 in the Bank Director's Bank Performance Scorecard of banks with assets ranging from $5-50 billion.
Member Since: 2000

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TransPecos Banks
112 E Pecan Ste 800
San Antonio, TX 78205
Phone: (210) 228-9960
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Member Since: 2011

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uProfyt
13423 Blanco Road
#1054
San Antonio, TX 78216
Phone: (916) 478-1310
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uProfyt provides an over-arching strategy and advise its clients on internal structures to enable a smooth internal, external and IRS financial audits. We assist small medium enterprises, startups, non-profits and other organizations with structuring best accounting practices though our consulting arm and software deployment. Furthermore, our financial audit facilitation services are tailored as per the generally accepted auditing standards (GAAS), which are set out by Auditing Standards Board (ASB) of the American Institute of Certified Public Accountants (AICPA). We are also compliant with the set of international standards, called the International Standards on Auditing (ISA), which was set up by the International Auditing and Assurance Standards Board (IAASB).
Member Since: 2023

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USAA Federal Savings Bank
10750 McDermott Freeway
San Antonio, TX 78288-0545
Phone: (210) 456-8000
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Member Since: 1976

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Vantage Bank Texas
45 NE Loop 410 Ste 500
San Antonio, TX 78216
Phone: (210) 408-5700
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Chairman's Circle
Member Since: 2007

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Wells Fargo Worldwide Military Banking
6100 Bandera Rd
San Antonio, TX 78238
Phone: (210) 856-6014
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Member Since: 1950

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