Office information900 Isom Rd.
San Antonio, TX 78216
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
Antonio, Texas Branch
Branch Address900 Isom Rd.
San Antonio, TX 78216
San Antonio, Texas Branch
Leslie KengBranch Manager
The San Antonio, Texas branch of Cetera® Investors is managed by Leslie Keng. He is a financial professional and manager with over 20 years of industry experience. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in San Antonio, TX
When you’re looking for a reliable financial service, you know that reliable, personalized support is critical to long-term success. At Cetera® Investors, client care and attention to detail in wealth management are our passion. If you’re seeking a financial manager in San Antonio, Cetera Investors can help.
With an Advice-Centric Experience® framework, our wealth managers are trained to give you the help that you need, when you need it. We understand that when your money’s on the line, you need and deserve a financial manager who will customize a unique strategy that meets your personal needs. That’s the Cetera Investors difference.
Cetera Investors Frequently Asked Questions
A manager in the Cetera Investors network is a personal financial professional who has access to our nationwide services, support, and technology solutions. They are able to operate flexibly, professionally, and with clear communication. You can feel confident that your assets are in the hands of a local financial manager who is backed by our large network.
It's crucial that any firm or manager you trust with your assets has the resources necessary to make your money work toward your goals. Our financial professionals in San Antonio are dedicated to strategizing the plans you need to succeed. Our financial professionals will guide you as carefully as they would guide friends or family.
It's always smart to select a financial manager who is reliable, skilled, strong on communication, and equally invested in your success as you are. Making the right connection with a manager can sometimes be stressful, but with Cetera Investors, it's easy. People looking to augment their retirement, grow their passive income, or put their savings to work can be confident that we offer some of the best financial solutions in San Antonio.
One thing we prioritize at Cetera Investors is keeping up with the latest in technological innovations. Cetera Investors' team of financial professionals in San Antonio has access to our national suite of tech and advice tools that help to ensure your wealth is carefully managed. We've invested in proprietary software, as well as management tools and financial tech platforms that enable our managers to boost their performance. Some of our platforms include:
- AdviceWorks™: This proprietary platform ensures you're always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
- Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
With software solutions available to you remotely through our portal as well as in-person at our office, Cetera can help you grow your income past the $50,000 median in San Antonio.
Cetera Investors' San Antonio wealth managers are committed to the value of investment flexibility, strong communication, and sophisticated solutions. That means when you're looking for a financial manager in San Antonio, New Braunfels, or even Pearsall, Cetera Investors is your reliable choice. We're located conveniently off the 281, just near the airport—so you can find us without any hassle. Head down to the Riverwalk for a drink and relax knowing that your finances are in good hands.
Rather than employing a one-size-fits-all strategy for financial management and solutions, our team understands that every client has their own personal goals and preferences. And, because Cetera managers are backed by a nationwide network of financial professionals, you get all the power and strength of a large organization while still keeping the customized solutions experience you need. Strong relationships are the bedrock of a successful business model, which is why we provide the combined experience of trained professionals.
How Do I Get Started with Cetera Investors?
You can start managing your wealth by simply contacting a local San Antonio Cetera manager. Finding the right service for financial advice in South Texas used to be a headache, but Cetera Investors offers easy access and open lines of communication so you can invest and plan with confidence. Call your local financial manager to find out how we can help plan your finances in a way that makes your money work not just harder, but smarter.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.