Wela Financial Advisory - San Antonio, Texas

Address: 366 W Sunset Rd Building 4, San Antonio, TX 78209, United States.
Phone: 2105309599.
Website: welafa.com
Specialties: Financial planner, Financial advisor, Financial consultant, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 35 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wela Financial Advisory

☎️2105309599

⏰ Open Hours of Wela Financial Advisory

Monday: Closed
Tuesday: 7:30 am–4 pm
Wednesday: 7:30 am–4 pm
Thursday: 7:30 am–4 pm
Friday: 7:30 am–3 pm
Saturday: Closed
Sunday: Closed

Welcome to Wela Financial Advisory, a reputable financial services provider located at Address: 366 W Sunset Rd Building 4, San Antonio, TX 78209, United States. With a phone number of 2105309599 and a website at welafa.com, this company specializes in financial planning, financial advisory, financial consulting, and investment services.

As you consider Wela Financial Advisory for your financial needs, you'll be pleased to know that they offer several convenient features. These include the ability to make online appointments and take advantage of on-site services. Additionally, the location is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. Other amenities include toilets, appointment requirements, and free on-site parking.

With a strong reputation and a commitment to customer satisfaction, Wela Financial Advisory has received numerous positive reviews. In fact, they have a Google My Business rating of 5/5 based on 35 reviews.

When it comes to choosing a financial services provider, it's important to consider a variety of factors. At Wela Financial Advisory, you'll find a team of experienced professionals who are dedicated to helping you achieve your financial goals. Whether you're looking for investment advice, financial planning, or general financial consulting, Wela Financial Advisory has the expertise and resources to help you succeed.

If you're interested in learning more about Wela Financial Advisory and the services they offer, we recommend visiting their website at welafa.com. Here, you'll find detailed information about the company, their team, and the services they provide. With a strong reputation and a commitment to customer satisfaction, Wela Financial Advisory is an excellent choice for anyone looking for reliable and professional financial services.

👍 Reviews of Wela Financial Advisory

Wela Financial Advisory - San Antonio, Texas

Edie Dutton

5/5

We love Wela Financial! We have been clients for over 30 years. We became clients in our 20s, and now both of our 20-something children use them as well. They provide not only sound financial advice, but get to know their clients. You always feel listened to and appreciated. We very much like their intergenerational approach. We began with an advisor a little older than us who has since retired, but they have been very intentional about training and mentoring younger advisors, so that when they pass the torch the transition is very smooth and the advice consistent. Beyond the expertise of the advisors, the front staff is outstanding. Holly and Diane's experience, professionalism and customer service can't be beat. Thank you Wela!

Matisse’s Dad

5/5

Our financial planning has become much more relaxed after we went with Wela. The staff is professional and always gives the best advice. The confusion i had before has been replaced with sensible plans and graphs of what to expect. The ease of talking with the staff and advisors at Wela is like having a conversion with old friends! Highly recommend them.

Orlando Hernandez

5/5

Enjoyed everything about my personal interactions and direct feedback from the Wela Financial Advisory team. All my questions and concerns were answered with caring and compassion. Good to know that they are only a phone call away when life happens or just to ask help with any situations. Thanks for being direct and always giving me options with my financial planning.

Sherry Kenisky

5/5

We couldn’t be happier with WELA Financial Advisory. My parents invested with them many years ago and I have seen firsthand how well they’ve managed and grown my parents finances. My husband and I have every confidence in their ability to protect and increase our financial wealth as they have done for the last 8+ years. In addition, the entire staff is very personable and they make a point of really getting to know their clients and becoming familiar with the families, their visions for retirement, etc. They genuinely care about their clients and it shows. We enjoy our update meetings as we’ve gotten to know them as well. We like the fact that when we call or have a meeting, everyone we deal with knows us and we know them. We absolutely recommend them.

JB Marshall

5/5

We transferred our former investments to Wela (formerly Brent Forrest) several years ago and are very happy with their customer service and how our investments have performed. The entire staff is impressive and hardworking. Diane Stewart is the administrative heartbeat of this organization who knows the answer to most questions and is incredibly helpful. The advisors are very well trained in all aspects of financial investing. We work with Anders Storvik and couldn't be happier with his expertise and assistance on all matters related to our financial health. He always makes time for you too. Thank you Wela for all you do.

Steve Meier

5/5

Anders has been OUTSTANDING!!!!!! In communicating effectively orally and via charts & graphs where my wife and I can understand completely how we stand with our financial future., He always asks if we have any questions along the way during his presentation. He provides us hard copies of everything. We are so happy with the whole team at Wela Financial Advisory. Your customer appreciation gathering are exceptional and we always look forward to them.
THANK YOU!!

Susan Priddy

5/5

Can't say enough wonderful things about the professionals at Wela Financial Advisory. Esmond Pabilona has been an extraordinary resource for us, especially as my parents have gone through a number of life transitions. It's such a comfort to know that the team at Wela is there to support us. We are proud to be part of the Wela family, and we highly recommend them for anyone who wants expert financial guidance with a personal touch.

Steve Malone

5/5

Working with WELA Financial has been a very positive experience. Everyone there treats me not only as a respected client, but as family. I could not be happier with my advisor Esmond and the team. Diane is always there with a friendly voice and a quick response to all my communications. With the financial plan we have in place I see my interests are well cared for. I feel assured that the my future and my finances are secure in their hands.