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Clipper Wealth Management, LLC
- San Antonio, TX
About this business
Clipper Wealth Management, LLC is an independent financial management organization. Our speciality is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique…so are their plans. Scott Cash Thompson, CFP®, owner of Clipper Wealth Management, LLC is dedicated to providing comprehensiv... read more
Location details
16170 Jones Maltsberger Road, Suite 102, San Antonio, TX, 78247, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We are extremely pleased with Scott’s knowledge and professionalism in managing our financial portfolio. He has been a tremendous help as we plan our retirement. It’s also great that he regularly touches base with us to discuss the current market situation and any recommendations to our portfolio. We highly recommend Scott for anyone needing investment or retirement guidance.
Very good and professional service from Scott because of investment advice and personal/proactive contact. He has done well handling our retirement and estate planning (for myself and my wife) in case something happens to one of us. I also like the fact that I am dealing with a "Certified Financial Planner".
Mr. Thompson has been handling all of my retirement and investments for over 7 years and I have been very pleased. He understands my income needs and is always there for me when I need advice.
Frequently asked questions about Clipper Wealth Management, LLC
How is Clipper Wealth Management, LLC rated?
Clipper Wealth Management, LLC has a 5 star rating with 3 reviews.
When is Clipper Wealth Management, LLC open?
Clipper Wealth Management, LLC is closed now. It will open on Monday at 9:00 a.m.