Aspect Wealth Management Group

Hours

Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM

Chamber Rating

3.0 - (3 reviews)
0
2
0
0
1
Read Our 3 Reviews

Chamber Rating

3.0 - (3 reviews)
0
2
0
0
1
  • Robert Cerda


    May 8th, 2020

  • Micky O

    Came to Aspect with and idea of what we wanted and what we expected. For the most part all that was met. We interviews 3 other groups and this place is solid. The other 3 were good to, just felt with leveled with Aspect more. The plan we paid for was well done, and I look forward to working with them later.
    Feb 13th, 2020

  • Michael Gilliland

    Extremely poor financial planning and investment advice. Michael Clark made more in the purchase of a REIT for my account than I have in over 5 years in the REIT. I transferred to a new financial advisor over two years ago and still have been unable to transfer over $200,000 to my new account. His performance in returns on other products was equally poor. Further investigation revealed other complaints filed by other clients. I have begun the process of filing complaints with the SEC and FINRA. Between the $250K initial investment, his fees to get me into the REIT that has no defined lifespan and my losses by not being able to invest this amount in the bull market of the last two years, Michael Clark has likely cost me close to $400,000. The REIT might as well have been a total scam and my money flushed down a toilet. Clearly Clark has not fulfilled his fiduciary responsibility in handling my account.
    Feb 6th, 2020

Read Our 3 Reviews

About
Aspect Wealth Management Group

Achievement and success often come with financial complexity. The Aspect team can help simplify your financial life so you can live the life you envision. Our fact-based investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility.

Contact Info

  •   210-268-1500

Services

  • Business Planning
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Tax Planning

Questions & Answers

Q What is the phone number for Aspect Wealth Management Group?

A The phone number for Aspect Wealth Management Group is: 210-268-1500.


Q Where is Aspect Wealth Management Group located?

A Aspect Wealth Management Group is located at 9311 San Pedro Ave # 750, San Antonio, TX 78216


Q What is the internet address for Aspect Wealth Management Group?

A The website (URL) for Aspect Wealth Management Group is: http://www.aspectwealth.com/


Q How big is Aspect Wealth Management Group?

A Aspect Wealth Management Group employs approximately 2-5 people.


Q Is there a key contact at Aspect Wealth Management Group?

A You can contact Lynn Rada at 210-268-1500.


Q What days are Aspect Wealth Management Group open?

A Aspect Wealth Management Group is open:
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM


Q How is Aspect Wealth Management Group rated?

A Aspect Wealth Management Group has a 3.0 Star Rating from 3 reviewers.

Key Contacts

image
Lynn Rada
Attorney


Hours

Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM

Related Categories

Ratings and Reviews
Aspect Wealth Management Group

Overall Rating

Overall Rating
( 3 Reviews )
0
2
0
0
1
Write a Review

Robert Cerda on Google

image


Micky O on Google

image Came to Aspect with and idea of what we wanted and what we expected. For the most part all that was met. We interviews 3 other groups and this place is solid. The other 3 were good to, just felt with leveled with Aspect more. The plan we paid for was well done, and I look forward to working with them later.


Michael Gilliland on Google

image Extremely poor financial planning and investment advice. Michael Clark made more in the purchase of a REIT for my account than I have in over 5 years in the REIT. I transferred to a new financial advisor over two years ago and still have been unable to transfer over $200,000 to my new account. His performance in returns on other products was equally poor. Further investigation revealed other complaints filed by other clients. I have begun the process of filing complaints with the SEC and FINRA. Between the $250K initial investment, his fees to get me into the REIT that has no defined lifespan and my losses by not being able to invest this amount in the bull market of the last two years, Michael Clark has likely cost me close to $400,000. The REIT might as well have been a total scam and my money flushed down a toilet. Clearly Clark has not fulfilled his fiduciary responsibility in handling my account.


Overall Rating

Overall Rating
( 3 Reviews )
0
2
0
0
1

Write a Review

RATING:
Create 1 Star Review Create 2 Star Review Create 3 Star Review Create 4 Star Review Create 5 Star Review

Financial Consultant Near Me in San Antonio, TX

Rodriguez Holland & Co., P.C.
1250 NE Interstate 410 Loop #330
San Antonio, TX 78209
(210) 822-9950
( 7 Reviews )
Patricia Rooney Gallegos: Primerica - Financial Services
7461 Callaghan Rd STE 502
San Antonio, TX 78229
956-206-4566
( 0 Reviews )
Goods Financial Services
24123 Boerne Stage Rd Suite 118
San Antonio, TX 78255
210-966-4090
( 0 Reviews )
Edward Jones - Financial Advisor: Blaine W Butcher
17115 San Pedro Ave #110, Suite 110
San Antonio, TX 78232
(210) 495-3744
( 0 Reviews )
Bank of America ATM
1803 Broadway
San Antonio, TX 78215
844-401-8500
( 0 Reviews )
Roxy Salinas
1803 Broadway
San Antonio, TX 78215
( 0 Reviews )
Merrill Lynch Financial Advisor Anthony Quintanilla
1803 Broadway
San Antonio, TX 78215
210-805-2824
( 0 Reviews )
Check Into Cash Inc
11753 West Ave
San Antonio, TX 78216
(210) 340-3818
( 0 Reviews )

START DRIVING

ONLINE LEADS TODAY!

ChamberofCommerce.com
Loading