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Intercontinental Wealth Advisors
- Financial Services
- San Antonio, TX
About this business
Location details
112 E Pecan St #525, Suite #525, San Antonio, TX, 78205, 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 have been satisfied clients of Intercontinental Wealth Advisors for over thirty years beginning when Mickey Roth (of blessed memory), ex-President of USAA Investments, joined the firm. Mickey handled our Fixed Income accounts. From there, Isadore and his dedicated team have handled various other investment platforms for us. The firm unquestionable understands the value of honesty, integrity and professionalism.
“The team at Intercontinental is scrupulously honest, responsive, knowledgeable, and always available. They are working hard to respond to my needs and achieve my individual goals. If not for Intercontinental, I might still be working at age 81 – the best thing for me when I retired was feeling confident that Intercontinental was taking care of my financial future.” –DJM M.D.
Impact Communications has been working with Intercontinental Wealth Advisors to create videos, newsletters and other client communications since 2019. My partners and I have traveled a number of times to meet with the IWA team in San Antonio and were really impressed with all of the friendly professionals we met while there. We also had the pleasure of dining with them while in San Antonio and Mexico City, and had a number of lovely interactions while attending the Pershing INSITE conference while in Phoenix in 2019. Two of ... read more
Frequently asked questions about Intercontinental Wealth Advisors
How is Intercontinental Wealth Advisors rated?
Intercontinental Wealth Advisors has a 4.3 star rating with 6 reviews.
When is Intercontinental Wealth Advisors open?
Intercontinental Wealth Advisors is open now. It will close at 6:00 p.m.
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