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Reliance Financial Partners
Tailored financial plans with personal care and clarity.
5
Business
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Tailored financial plans with personal care and clarity.
Reliance Financial Partners is a San Antonio-based financial consultant, based at 6827 Camp Bullis Rd, San Antonio, providing customized, goal-focused planning. Clients praise thorough, tailored plans with ongoing oversight and a team that listens to individual goals and circumstances. The staff is welcoming and transparent, helping clients understand complex topics—from retirement and tax planning to Social Security—through clear, patient guidance.
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Customized strategies for retirement, including social security optimization and tax-efficient planning.
Personalized investment management and portfolio reviews to align with your financial goals.
Expert advice on tax strategies to minimize liabilities and maximize savings.
Educational events on topics like social security planning, hosted by engaging professionals.
Tailored financial plans that adapt to changing life circumstances and short-notice needs.
Claim Reliance Financial Partners to update business info, respond to reviews, and access analytics.
Overall rating
Bill Clement
Good educational session on proactive Tax + Legacy Planning. Qualified group sharing great information with the community about potential retirement pitfalls.
Nelson Tuazon
If you’re looking for personalized service, Dana and his team is the team for you! Retirement planning does not have to be a mystery - my wife and I are confident in our decisions about the best years ahead! We are in control, and as a fiduciary partner, Reliance stands by its name - we can rely on them! Thank you Dana for making us informed partners!
tracey brundrett
Reliance is the most attentive and responsive company I’ve ever worked with-not just financial services company but any personal services company. From Management to our Personal Account Rep to the Service Team we feel well attended to and listened to. But more importantly they are knowledgeable and seem immensely competent to handle our investments with our goals in mind.
Karen Gonzalez
We have been clients here since 2016 and have nothing praise for their services. The office staff is very friendly and always professional. Our personal advisor is so very patient with our many questions and so generous with her time. We are fans for life!
Rachel Garbus
Attended recent retirement workshop hosted by the Reliance team. I've attended several of these across greater San Antonio. Really enjoyed this one presented by the young man. I feel more confident in decisions around tax and social security planning.
Erika R Estevez
I'm very pleased and satisfied with the service I receive from my Financial Advisor. He manages my investments with expertise, optimizing for growth and risk management. The friendly team of beautiful ladies make a great difference in getting help and information when needed. Thank you for your time and trust during these past 3 years. Fondly, Erika R Estevez
