This financial advisory service located in San Antonio is a reliable option for individuals seeking guidance on investments. The staff is friendly and welcoming, making visitors feel comfortable during appointments. The planning process is well-structured, and it is recommended to book in advance to ensure availability. The building's amenities include restrooms, and the parking lot is wheelchair accessible. Clients have the option to book online appointments or visit the office in person. However, some individuals might find the hours a bit restrictive, particularly those who prefer to schedule meetings on weekends. Overall, the service is professional and dedicated to helping clients achieve their financial goals. The office's working hours are Monday to Friday from 8am to 5pm. The building is easily accessible, and the staff is knowledgeable about investment options. Sara Ortiz, the financial advisor, and her team are highly qualified and experienced in providing expert advice. The office's commitment to customer satisfaction is evident in the exceptional service provided.