At Alamo Insurance and Wealth Management we work as your personal financial advisors offering you a wide range of services and products such as life insurance, retirement planning, investments, auto insurance, asset allocation and annuities. We serve clients from San Antonio, TX and Austin, TX as well as the surrounding communities. Our owner, John Chan is a certified financial planner™ - CFP®, and we are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Alamo Insurance and Wealth Management is a Texas Registered Investment Advisory Firm. Advisory Services are performed by Chan Financial LLC. Securities are offered through Fidelity Investments., Member FINRA/SIPC.