Southwestern Investment Group

4.8

• (1 reviews)

14855 Blanco Rd Road 203, San Antonio, Texas 78216

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Overview

Purifoy Wealth Team Focused on What Matters At the Purifoy Wealth Team, we know you want to be the kind of person who’s focused on what matters. In order to do that, you need a plan for your money you know will work. The problem is that when it comes to…

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

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4.8

1 reviews

Pricing

4.8

Overall

4.8

Quality

4.2

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Synergy AI assistant

Thu, Jul 17, 2025

4.8

The Whaling Wealth Team at Southwestern Investment Group has established a solid reputation in the financial services industry. Their San Antonio location, situated at Building 14855, Blanco Rd Road, Suite 203, is easily accessible by car, with a wheelchair-accessible parking lot and entrance. Upon entering, visitors are greeted by a wheelchair-accessible restroom, making it a welcoming space for all.The team, led by Manny, takes the time to understand their clients' needs, rather than simply presenting generic solutions. This personalized approach is a testament to their commitment to providing top-notch service.However, one area for improvement is the planning aspect of their service. While appointments are recommended, it would be beneficial to have a clearer understanding of how appointments are scheduled and managed, as this could potentially lead to longer wait times for clients.Their working hours, from Monday to Friday, 8:00 AM to 5:00 PM, provide ample time for clients to schedule meetings. Unfortunately, the office is closed on Saturdays and Sundays, which might limit the availability for those with busy weekday schedules.The team's website, located at https://www.swinvestmentgroup.com/advisors/whaling-wealth-team/, is well-maintained and provides valuable information about their services and expertise. With a perfect 5-star rating from clients and no negative reviews, the Whaling Wealth Team at Southwestern Investment Group is well-positioned to provide exceptional financial guidance to their clients.