Personal Financial Representative in San Antonio, TX
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About Jose Acevedo - San Antonio Personal Financial Representative
As a Personal Financial Representative in San Antonio, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my San Antonio office, you’ll receive personalized service based on your needs
We are passionate about helping small and medium size businesses make smart decisions about their money.
- We focus on these areas:
- Retirement: We assist the business in selecting the right retirement strategy for the owner and the employees
- Business Continuation: Key Person Insurance, Cross purchase buy sell agreements and Executive Bonus plan.
Are your financial plans a little dusty?
Subject to terms, conditions & availability.
This material is intended for educational purposes only. Life insurance issued by Allstate Life Insurance Company: Northbrook, IL; and American Heritage Life Insurance Company: Jacksonville, FL. In New York, Allstate Life Insurance Company of New York: Hauppauge, NY. Securities offered by Personal Financial Representatives through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. (877) 525-5727.
Check the background of this firm on FINRA's BrokerCheck website.