Wela Financial Advisory

Financial Planning and Investment Management Services

General Information
Company Name
Wela Financial Advisory
Founded Year
1987
Location (Offices)
San Antonio, United States +1
Founders / Decision Makers
Number of Employees
4
Industries
-
Funding Stage
-
Social Media

Wela Financial Advisory - Company Profile

Wela Financial Advisory is a registered investment advisor based in San Antonio, Texas, aiming to provide clients with the Wela Way, encompassing Independence, Investment Philosophy, Pricing, and Communication. Established in 1987, Wela emphasizes the educational nature of the information it presents, steering clear of making offers or solicitation for specific securities, investments, or strategies. It emphasizes the associated risks and advises consulting with a qualified financial adviser and/or tax professional before implementing any discussed strategy. Wela believes in the reliability of third-party content and linked information, provided it does not contain materially misleading information. Notably, past performance is not indicative of future performance, and public comments on the site are not filtered or altered. As of now, there is no available information on recent investments or investors.

Taxonomy: financial planning, investment management, registered investment advisor, San Antonio, Texas, independence, investment philosophy, pricing, communication, qualified financial adviser, educational content, retirement planning, women's financial empowerment, investment strategies

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