This financial advisory location has a pleasant atmosphere, making it a great place to seek advice on personal finances. However, I would have liked to see more experts available, which was a letdown. The team is comprised of a sole practitioner, Wanda Rivera Sloan, who handles all inquiries. Despite the lack of a diverse team, she appears to be knowledgeable and dedicated to her work.
The location is well-equipped with modern amenities, including wheelchair-accessible parking and an entrance, making it easy for everyone to access the services. The restroom is also available, which is a thoughtful touch. Overall, the infrastructure of the location is well-maintained and welcoming.
The services provided by this location are primarily focused on financial planning, making it a great resource for individuals seeking guidance on managing their finances. While the services are not extensive, they cater to the needs of the community, particularly in the Stone Oak area of San Antonio.
The phone number provided is +12102930883, which seems to be a straightforward way to get in touch with the team. However, there are no other contact methods available, which may be a drawback for some clients.
A notable feature of this location is its association with Wanda Rivera Sloan, a reputable financial advisor in the area. This affiliation brings a level of credibility and trustworthiness to the services offered.
Despite the location's strengths, there is one area that could be improved upon - the diversity of the team. With only one practitioner available, it may be challenging for clients to receive a well-rounded perspective on their financial matters.