PAX Financial Group
Fiduciaries who honor Judeo-Christian values
Existing customer? Sign in
© 2022 Wealthtender, Inc. All rights reserved.
Complete your profile
- Add your title
- Add your tagline
- Add your logo and cover image
- Add your social media
- Add your details
Locations
PAX Financial Group
Laura Simpson, CFP®
David Alvarez, CFP®
Ron Zunker
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
About Us
San Antonio, Texas-based PAX Financial Group is passionate about helping others live the life of their dreams. We're more than just financial advisors; we're life advisors! Locally owned and independent, our advisors are deeply committed to helping others achieve their vision of financial success.We offer holistic financial assessments, investment management, and insurance all in one place.
We are proud to be part of the Forbes Finance Council that brings together leaders from every industry to make a greater impact on the business world.
We are honored to be ranked amongst the Best Places to Work in San Antonio for 10 years and have made the Inc 5000 three years in a row. We are committed to being a positive workplace as we help our clients make better financial decisions to live the meaningful lives they desire.
Badges
Who We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- Couples
- Divorce
- Dual Income Family
- Educators
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- Investors
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Parents
- Special Needs
- Veterans
- Widow
- Women’s Finance
- Young Families
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
There are no reviews yet. Be the first one to write one.
Laura Simpson, CFP®
PAX Financial Group
Fee Based Fiduciary Advisor
Serving Clients Nationwide
San Antonio, Texas
David Alvarez, CFP®
PAX Financial Group
Financial guidance for families, business owners, and non-profits.
Serving Clients Nationwide
San Antonio, Texas
Ron Zunker
Pax Financial Group
Fee Based Fiduciary Advisor
Serving Clients Nationwide
San Antonio, Texas
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic professionals and educators in the finance community.
Your honest reviews of the providers featured in our directories help people decide which providers may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience with the provider.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying that you like or dislike a provider, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your real experience with the provider.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience with the provider.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2021 Wealthtender, Inc.