9800 Fredericksburg Road
San Antonio,   TX
78288
T:
210-531-531
Shaun Clair
T:
212-774-4575
sclair@img.com
Lindsey Ruiz
T:
210-218-1040
Lindsey.ruiz@usaa.com
Jesse Ngoo
T:
817-845-2622
jesse.ngoo@fleishman.com
USAA provides financial advice and planning services to complement its insurance, banking, and investments product lines, helping members achieve their financial security. Whether members are experiencing a significant life event — such as getting married or divorced, deploying, or planning for retirement — or simply have a financial question, USAA's financial team is available by phone, e-mail or online to offer free advice to help investors regardless of their experience level.
Additionally, USAA's Wealth Management team offers advice, planning and professional, personalized services to help high net worth individuals develop financial strategies for their specific needs. All USAA Wealth Managers are fully credentialed and are CFP® (Certified Financial Planner)...