San Antonio
Joseph D Warren, Financial Planner
9.86
9.86
Features
Restroom
Wheelchair accessible restroom
Appointments recommended
Online appointments
Appointment required
Wheelchair accessible entrance
Wheelchair accessible parking lot
Onsite services
Photos & videos
Submit a review
Overall
Quality
Innovativeness
Pricing
Submit a review
The location is a well-organized financial advisory service, offering a range of services including planning, amenities, and accessibility features. The staff seems to be very professional and knowledgeable in their field, with a clear focus on helping clients achieve their financial goals. They are also very responsive to clients' needs, with many clients praising their timely communication and willingness to go the extra mile.One client notes that Joseph is "not just a financial advisor but also a close confidant," highlighting the personal touch and trust that the clients have in him. Another client praises the staff for being "very quick at returning phone calls and emails," demonstrating their commitment to customer service.The location's working hours are standard, with Monday to Wednesday and Thursday having the same hours. However, it's worth noting that the location is closed on Fridays and weekends, which might be a limitation for some clients.Overall, the location appears to be a reliable and trustworthy financial advisory service, with a strong focus on client satisfaction and success. However, the lack of reviews with lower ratings (1-3 stars) suggests that there may be some limitations or potential issues that clients should be aware of.One issue that stands out is the requirement for appointments, which might make it difficult for clients who need to drop by or require immediate assistance. While the staff is responsive and willing to help, the appointment system might add an extra layer of complexity for some clients.Despite this, the location's overall rating of 4.9 suggests that the benefits and services offered far outweigh any potential drawbacks. With a strong focus on client satisfaction, a knowledgeable and professional staff, and a range of services to suit different needs, this location is a great option for anyone seeking financial advisory services.
Own this business?
Hours
Closed
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Monday
Categories
Financial Service
Financial planner
Financial Advisors
Contact business
1