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What is Core Financial San Antonio and what do they offer
Core Financial San Antonio offers a range of personal financial services that are designed to provide people with options and flexibility to achieve their goals. Core Financial San Antonio’s trained professionals are dedicated to providing income tax preparation, investment management, and retirement planning services to more than a million people in the city of San Antonio. Core Financial San Antonio is a wholly owned subsidiary of LaSalle Bank, which has been serving consumers in Texas and surrounding states since 1852. Core Financial San Antonio is located in the Bexar Plaza Building on West Commerce and Nogalitos streets. More information is available by calling (210) 217-9000 or by logging onto www.corefinancial.com [log-in required: click here to access] .
Key Services
Core Financial San Antonio’s financial services are designed to provide people with options and flexibility to achieve their goals.
Personal Financial Services
Core Financial San Antonio offers a range of personal financial services that are designed to provide people with options and flexibility to achieve their goals. Core Financial San Antonio offers individuals the option of obtaining their annual tax returns and payroll tax filings, including W-2 forms, from one location instead of multiple locations. This saves our clients time, hassle, and the opportunity for the mistakes that can occur in multiple locations. Core Financial San Antonio also offers education on credit and investment planning. Credit and investment planning services are available to individuals and small business owners who want to learn more about their financial situation and how to improve their credit score and overall financial position.
Retirement Planning Services
Services that can help you with your finances
Core Financial San Antonio helps people achieve financial security, independence and peace of mind by providing income tax planning and preparation, investment management and retirement planning as well as an extensive range of banking services. Core Financial San Antonio offers a variety of financial tools and resources to help people achieve their goals. Core Financial San Antonio offers:
Whether you are saving for retirement, planning for your children’s education or buying a home, Core Financial San Antonio has the resources to help you get started.
Core Financial San Antonio helps individuals plan for their future and clarify their goals. By choosing an appropriate mix of investment options and taking advantage of tax-deferred investment vehicles like Individual Retirement Accounts and 401(k)s, people can reach their financial objectives. Core Financial San Antonio helps people choose from a variety of investment options to suit their needs and risk tolerance. These can include:
How to work with Core Financial San Antonio to get the most out of their services
Working with Core Financial San Antonio is easy. The first step is to fill out a brief information request form. You will be contacted by a financial professional who will assist you in setting up an initial meeting to establish your goals and objectives, develop a financial plan and select the most appropriate services for your situation. If you are interested in working with Core Financial San Antonio, you can request an appointment by calling 210-303-3013 or by visiting their website at corefinancial-sa.com.
The second step is just to walk in the door. Core Financial has two convenient locations. You can visit us at our downtown headquarters at 1111 Broadway in San Antonio, or at 3121 NW Loop 410 in San Antonio.
Annual Percentage Rates(APR) are based on the average Prime + AIG Loan. These rates may change for any particular applicant and are subject to a review and approval by Core Financial San Antonio’s Loan Officer. All loans are subject to approval and may be denied. Core Financial San Antonio is a Community Development Financial Institution (CDFI).
The following loan programs are available:
Small Loan Programs:
Unsecured Loan – $0-$2,000 – 3-month terms [APR: 39.99% / Annual Percentage Rate 3.00%] Balance Example: $1,000 loan for 3 months at 4.80% APR would have a payment of $49.77. $2,000 loan for 3 months at 4.80% APR would have a payment of $98.59.
The benefits of using a financial advisor
Working with a financial advisor can help you to achieve your overall financial objectives. If you are in need of assistance with a financial issue or simply want to plan for the future, working with an expert can help you reach your goals. A good financial advisor will help you consider long-term goals as well as short-term opportunities. A good advisor will also take the time to ensure that you understand the risks and benefits of each investment so you can make an informed decision.
A financial advisor can provide valuable advice about your overall financial situation, including what to invest in, as well as the best way to handle various issues that may arise. If you do not already have an advisor, you should consider asking your friends and family for recommendations.
Find an advisor who specializes in dealing with your particular needs. Most advisors are familiar with a variety of investment options, enabling them to provide personalized advice that caters to your specific needs. When looking for a financial advisor, compare the fees he or she charges to your financial goals. Some advisors charge higher fees for certain services if you don’t meet the minimum amount of assets that they require.
Determine how much time you want to invest with the financial advisor. You should set up an appointment with the advisor at least once a month, but ideally several times each year so you can make regular progress toward your goals.
You should never have to pay for an advisor’s time unless he or she helps you make a substantial investment. If possible, have him or her set up a fee schedule and discuss the specific charges before making any investments. Be sure that you understand all of the costs.
