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PAX Financial Group, LLC
PAX Financial Group, LLC: Financial guidance with a Family First approach
5
Business
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PAX Financial Group, LLC: Financial guidance with a Family First approach
San Antonio-based finance and insurance consultant PAX Financial Group, LLC earns praise for patient guidance, deep expertise, and a family-first approach. Clients cite value over sales, caring service, integrity, and long-term relationships, with advisors who prioritize clients’ needs without commission pressure.
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Expert guidance on Medicare enrollment and coverage options tailored to your healthcare needs.
Personalized investment planning and portfolio management to help grow and protect your assets.
Comprehensive insurance advice for life, health, and other policies to safeguard your family.
Client-focused workshops and one-on-one sessions to demystify financial concepts and empower decision-making.
Holistic financial planning services that prioritize your family's long-term goals and security.
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Overall rating
Jessie Leonard
My wife and I worked with Justin at Pax about our sign up for Medicare. He is amazing at what he does! He guided us right down the exact path for us. His knowledge of the system and how everything works together is phenomenal! He is a true pro at what he does. We highly recommend PAX and Justin! Thank you!
Todd Kounse
PAX is not just in the financial business, but also the teaching business. In the confusing world of investing, they take the time you need to review, explain, and care about your financial needs. No one at PAX is on commission and they treat everyone like family. I once told my advisor, "Thanks for spending so much time on this. I know I'm just small potatoes." His response: "We love small potatoes!"
Daren Lowman
I have been very pleased with the level of customer service and integrity at Pax Financial. I have come to trust that they are seeking to do the best for me and my family and not for their bottom line. Grateful for a this long term relationship.
Sergio Luna
At PAX Financial you get real VALUE. All the people who work there really care for the client. I can testify to all the love and care they put into everything they do. I am pretty sure they do it for a greater purpose! Keep up the good work! #PAXFAN
Kenneth Hicks
PAX Financial Group to the naked eye seems like it's a place to partner together about my finances. What our family discovered is that the Team at PAX cares about our Family FIRST! We've established relationships that will last a lifetime and are so thankful for the input, guidance and deposits their Team have contributed to our Family. I am grateful for their Passion, Knowledge, Experience and Wisdom as they guide our family in areas of Finance & Insurance. I could not recommend a better team to covenent together w/ your family.
