Lincoln Financial Advisors - San Antonio (TX)

UofH Cougar Retirement account fees have gone up since 2013, and the financial advisor conveniently failed to alert me to this - I had to discover it on my own. Their high retirement account management fees can add up to tens of thousands of dollars (or more) in loss of future growth if you dont plan to retire for many years. Also, anytime you have a managed account, those funds are invested in Bank of America & Merrill lynch related holdings like Blackrock instead of elsewhere where they could possibly have more growth. Do your homework and check the fees they are charging.

Raul Garcia Called last minute and they were very helpful even though it was closing time for them, thank you for a speedy process! You guys are awesome! I give you five stars! Very friendly and excellent customer service!

Wesley Polk Flourish Financial Planning has been instrumental in helping me out with my financial decisions. Even when we have not been paying clients, the folks at FFP have been willing to listen and give advice.

Jesse Mead Mrs. Berta was extremely helpful and was very knowledgeable, very kind. Got us money for what we needed it for the same day. I recommend this place to everyone ☺️

Brandon Bush Great numbers guys. know what is best for buying a house.