At-a-glance
Overview
We educate clients and can partner with over 150 A-rated financial services providers across the financial service industry that provide the best solutions to satisfy your needs. We will empower you through education and be your advocate when identifying what’s right for your future. While no one strategy is guaranteed to solve all of your financial worries, our wide array of products and services are just what you need to start working toward your goals.
We educate clients on the proper implementation of the following:
Financial Needs Analysis
Estate Planning, Advanced Care Directives, Emergency Funds, Retirement Planning, Insurance Planning, Long-Term Care Planning, Debt Reduction and Management, Retirement Account Rollovers, College Savings Goal Setting, Small Business 401Ks, Small Business Insurance Plans, Succession Planning and more...
Business Details
- Location of This Business
- 7550 W Interstate 10 Ste 800, San Antonio, TX 78229-5814
- BBB File Opened:
- 6/15/2023
- Years in Business:
- 1
- Business Started:
- 10/17/2022
- Business Incorporated:
- 10/17/2022
- Accredited Since:
- 6/20/2023
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
- Type of Entity:
- Limited Liability Company (LLC)
- Alternate Business Name
- CirkalFS
- Business Management
- Mr. Rashawn J Samuel, Owner/CEO
- Contact Information
Principal
- Mr. Rashawn J Samuel, Owner/CEO
Customer Contact
- Mr. Rashawn J Samuel, Owner/CEO
- Additional Contact Information
Phone Numbers
- (254) 679-7787Other Phone
Website Addresses
- (254) 679-7787
Customer Complaints
0 Customer Complaints
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