Financial Consultants near San Antonio

“Testimonial – Grey Canyon Family Medicine / Dr. Mac

Grey Canyon Family Medicine along with Dr. Mac and family, have worked with Reagan Wagner and the NFA team for more than ten years now, and the experience has been exceptional from day one. What has consistently stood out is Reagan’s ability to take our financial goals both personal and business and not only help us achieve them, but often reach them ahead of schedule.

The guidance we receive is thoughtful, strategic, and tailored to our unique needs as a medical practice and as a family. Reagan’s responsiveness and the depth of his advice have been truly invaluable. He doesn’t just offer financial planning; he provides clarity, direction, and a level of care that makes us feel fully supported in every decision.

His collaboration with our other advisors, including our CPA and attorney, has created a seamless, coordinated strategy that we’ve never experienced with other firms. NFA consistently goes beyond the standard approach, offering a combination of expertise, transparency, and genuine partnership that sets them apart.

We are grateful for the decade-long relationship we’ve built with Reagan and his team, and we would confidently recommend them to any individual or business seeking trustworthy, high-level financial guidance.“

“Great company that diversifies your stock profile if you have enough assets to become a client.“

“I had a good experience talking with the agent. she told everything I have to know about this service of life insurance, and she answer all my questions.Thank you!!“