Former USAA clients
USAA recently sold its entire brokerage business to Charles Schwab.
If you would like to keep your investments in San Antonio with a local, fiduciary obligated Certified Financial Planner call Scott Thompson the owner of Clipper Wealth Management here in San Antonio.
With USAA’s investment services leaving town now is a great time have a Certified Financial Planner who is a fiduciary… based in San Antonio look over your assets and give you an first hand, in-person review of your retirement planning and investment portfolio.
Scott Thompson is the owner of Clipper Wealth Management in San Antonio and his firm’s sole focus is on YOU and YOUR goals. You get customized service plus you will actually get to meet and speak to someone in San Antonio!
Clipper Wealth Management, LLC
Scott Thompson, CFP® - Owner