Secure Financial Management - San Antonio (TX)

Solis Justin (Justin Solis) Amazing experience with Rey, he helped my clients when no other lender would.

Yvette DeHoyos Had an amazing experience and customer service. Amberlee was very helpful and friendly. She helped me through the process and took the time to answer all my questions! She provides amazing customer service with a great deal of patience!

Khalan Brown the other day while tryna get a money order I received the most amazing customer service from gracie! she’s awesome & was extremely helpful & answered all my questions.

B Thomison I absolutely love this bank, the staff and the service! They are always friendly and helpful. They are best bank in town.

K Lewis Registered and funded an account online since there isnt a branch in my state. Truist closed the account two days later. Contacted customer service to find out why and was told I needed to visit a branch to provide identification. I again explained Im no where near a branch and asked if there was an alternate method to verify ID. To send via email, document upload, etc. The representative stated no, the only way to verify identification is at a branch. When I asked about my funds in the account, she said she didnt see any money. I corrected her immediately and told her "SunTrust" debited the funds because its on my bank statement. Trust purchased SunTrust and clearly hasnt updated the name but the money left my account. Navy Federal also confirmed Truist withdrew the funds. Trust continued to say they didnt receive any funds and they couldnt reopen the accounts. So I filed a fraud dispute with Navy Federal against Truist.

Jon Hoffman Kyle is very responsive to calls, texts, and meeting requests. He is able to explain and attend to my financial needs and makes it simple. I would recommend him to any family member or friend looking for an advisor.