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Stone Oak Wealth Management, LLC
Stone Oak Wealth Management, LLC: Honest guidance for a secure financial future.
5
Insurance
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Stone Oak Wealth Management, LLC: Honest guidance for a secure financial future.
Stone Oak Wealth Management, LLC is a San Antonio-based insurance agency, consultant, and financial advisory that guides clients through retirement planning and investments. Client reviews praise a team that treats clients like family, offers attentive, patient guidance, and communicates with honesty and integrity to protect and grow their financial futures.
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Comprehensive strategies to prepare for a secure and comfortable retirement, tailored to your individual goals.
Expert guidance on building and managing investment portfolios with a focus on safety and growth.
Personalized insurance policies to protect your assets and provide financial security for you and your family.
One-on-one consultations to develop holistic financial plans that align with your long-term objectives.
Integrated services covering estate planning, tax strategies, and asset allocation for overall financial health.
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Overall rating
Ryan
If you want to entrust your finances into someone that will treat you like family and invest your money as if it were theirs, you have found the right place. Donnie, Cris, Abby And the whole team care about their clients. If you were lucky enough to be accepted as a client, you can rest assured that this team will have your financial future at the forefront of their everyday thoughts and dealings. By far the best financial team I've ever worked with and they will take my family and I into our golden years!
Brian
Greg Thompson,President of Stone Oak Wealth Management,knows more about investing than any 100 companies put together.Greg and his team care only about doing the best that can be,to put you in a great,safe place with your investments.They have kept a lot of extra stress and worry from my life.I am grateful.
Scott Motycka
The SOWM team far exceeds expectations in honesty & integrity, best in class knowledge & expertise, and good ole fashioned hospitality. God literally took us to the very depths in our finances, but that is what allowed us to find SOWM. So it was all worth it. I am so grateful that God lead us to SOWM.
Jason Thompson
Professional, honest, and communicative staff. Best advisement firm we've ever worked with by far.
Lesta Ryan
Stone Oak Wealth Management has been extremely helpful for me and my husband in preparing for our retirement and investments.They have been very attentive and patient while walking us through every step of our journey. (which we definitely needed) I would recommend them highly.
