Investment Bank/Securities Brokerage - San Antonio, TX, US
Padilla & Associates Wealth Management Group is an independent wealth management and advisory firm committed to delivering professional and quality service to our clients. Our firm is unique in that we specialize in retirement planning for employees at AT&T, Valero, NuStar, and USAA, catering our services to their specific employee benefits packages and executive compensation plans . We offer a comprehensive range of investment products, financial resources, and wealth management services tailored to meet our client's needs.Culture & Core ValuesWe adhere to a corporate culture that places an emphasis on maintaining the highest levels of integrity, trust, and professional and ethical standards. This culture is reflected in our firm commitment to always place our clients' best interests first. Our unwavering dedication to this principle is based upon our core values of integrity, trust, competence, honor and teamwork.Company Specialties: •Financial Planning and Consultation•Retirement Planning•Investment Planning/Portfolio Management•Executive Compensation Planning•Estate Planning•Life Insurance/Risk ManagementInvestment advisory services offered through Blackridge Asset Management, LLC; an Investment Advisor registered with the SEC. This material is not intended to replace the advice of a qualified legal professional. Before making any legal related commitment, consult with your attorney.
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