McCracken Jeffrey A

One Advocate Group, based in San Antonio, TX, has recently joined forces with CAPTRUST to provide comprehensive wealth planning and investment advice tailored to individuals, executives, business owners, families with complex needs, and professional athletes. They also offer investment advisory and co-fiduciary services for retirement plan sponsors, corporations, educational institutions, healthcare organizations, nonprofits, and government entities. With a mission to enrich the lives of their clients, colleagues, and communities through sound financial advice, integrity, and service beyond expectation, CAPTRUST advisors at One Advocate Group deliver wealth management services to high-net-worth individuals, business owners, families, and endowments and foundations of nonprofits. Their expertise extends to providing investment advisory services to fiduciaries of corporate retirement plans, ensuring effective total retirement solutions for a diverse range of clients.Generated from the website

Ameriprise Financial, led by Ben Shields in San Antonio, TX, offers personalized financial advice aimed at helping clients achieve their financial goals. The firm boasts a team of highly qualified advisors with various accreditations, including Accredited Asset Management Specialist (AAMS) and Certified Financial Planner (CFP), ensuring comprehensive expertise in investment strategies and estate planning. With a commitment to ethical practices and continuous education, the advisors at Ameriprise Financial are equipped to address a wide range of financial needs, from retirement planning to wealth management. Their diverse qualifications, such as Accredited Wealth Management Advisor (AWMA) and Chartered Financial Analyst (CFA), reflect their dedication to providing informed and effective financial guidance. Generated from the website