Genesis Wealth Management - San Antonio (TX)

5 /5 Julie Klumpyan: I highly recommend Jon Thompson of Genesis/LPL Financial. He has been helping me plan for my retirement for several years. He’s smart, kind, a great listener and makes recommendations based on his knowledge while working with my concerns and leanings in order to meet my financial goals for retirement.

5 /5 Ken Rosen: The Genesis Wealth Management team is second to none! Jon Thompson and his associates are completely focused on ensuring your financial plan is tailored to you and your family. He takes the time and attention needed to ensure you are thoroughly informed. I highly recommend Jon Thompson and the Genesis Wealth Management team to secure your financial future.

5 /5 James Miller: These guys cover it all when it comes to personalized financial planning. Jon’s great at making himself available, taking all questions, and providing solutions.

5 /5 Theresa Klar: My Genesis financial manager does a fantastic job! He not only manages my performance above the relevant benchmarks, but also helps me with questions often before I ask them. I have and will continue to refer friends and families to Genesis!