Wherever you are in your life’s journey, we’ll meet you there. Together we’ll create a financial roadmap that will help you work toward the financial comfort you seek. Call us for a good laugh, a warm cup of coffee, and clarity about your financial future. In all that we do we strive to ensure that: * Our clients best interests are always protected * Mutual respect and trust are always present * Guidance is rendered which we would always be willing to follow ourselves ------------------------------ Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. i Financial, 1901 NW Military Hwy. Suite 102, San Antonio, TX 78213. (210) 342-4346 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html ------------------------------ The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations.
| Website | http://youandifinancial.com |
| Employees | 6 (1 on RocketReach) |
| Founded | 2005 |
| Address | 1901 N.W. MILITARY HWY STE. 102, San Antonio, Texas 78213, US |
| Phone | +1 210-342-4346 |
| Technologies |
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PHP
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| Industry | Financial Services |
| Keywords | Building Wealth, Financial Planning, Financial Roadmap, Wealth Management, Retirement Planning, Financial Future, Investment Advice, Financial Consulting, Estate Planning, Tax Planning, Insurance Planning, Financial Education, Budgeting, Debt Management, Financial Literacy, Saving And Investing, Long-Term Financial Goals, Financial Security, Financial Freedom, Financial Wellness |
| Competitors | Betterment, Wealthfront, Personal Capital, Robinhood, Acorns, SoFi, Fidelity Investments, Schwab Advisor Services, E*TRADE Bank c/o E*TRADE Financial, LLC, Merrill Edge +45 more (view full list) |
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i•financial is based in San Antonio, Texas.