Serving Your Needs Today. Tomorrow. Always.

Expertise

Both our San Antonio and Austin teams boast decades of experience and expertise in providing Riverside clients with financial planning, investment, insurance and 401(k) needs.

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Comprehensive

At Riverside we recognize that your financial needs and goals are unique. We work closely with you and your family to devise appropriate solutions tailored to you, your family, and your business.

Putting clients first is what we do. Our team’s clear attentiveness to detail helps you rest easy knowing your finances are in order and taken care of.

At Riverside Securities we are dedicated to your financial success, regardless of how you define it.

As a comprehensive wealth management firm we always evaluate your life’s big picture and strive to provide actionable and relevant advice tailored to your unique needs. Many firms feel that their time is best spent with those who have already positioned themselves comfortably. We believe everyone should have access to personalized financial services.

Whether you are at the beginning of your financial journey or are ready to plan your estate, our team works diligently and confidentially to create an individualized plan to meet the needs of you, your family and your business.

The phrase, “You only live once,” has been around for generations. We grow up, get an education, settle into a career and start a family. And while it may not always be in that order, it’s a journey. But it’s what you do along the way that prepares you for the day you can retire.

Working with the right financial professional, you will get the personal and objective advice to help you reach your goals, and new ones that may come along the way

At Riverside Securities, we take planning seriously.
You get one shot at life – We can help you plan it right.

There are more ways to manage money than there are people that manage it. In these times you hear many words thrown around the financial industry and media: stocks, bonds, mutual funds, diversification, re-balancing, risk tolerance, research, etc. There are countless opinions and websites that seem dedicated to information overload, leaving you wondering whom to trust.

At Riverside Securities we help you make sense of it all.
Spend less time worrying & more time enjoying life.

Our focused investment recommendations are always based on your unique needs and are executed with complete transparency. You’ll never be left wondering what you’re invested in, or why.

You’ve made a commitment to your employees and their families.

At Riverside Securities we understand that your retirement plan is more than just a simple commitment. Rather, it’s a vehicle by which we save, invest and manage our income as we plan for retirement.

Let us help you make your plan work for you and your employees. Our team can help by:

  •    Reducing costs
  •    Improving investment selections
  •    Increasing employee participation
  •    Providing employee education
  •    Reducing your fiduciary liability
  •    Implementing user-friendly technology

Let us help protect you against the unexpected.

By incorporating the right insurance solutions you can guarantee a stream of income, protect against premature death or disability, or even provide a death benefit outside your estate to preserve your wealth for your heirs.

We can help you find the right solution for you and your family.

  •  Disability Insurance
  •    Long Term Care Insurance
  •    Fixed Annuities
  •    Life Insurance
    •          Term and permanent
    •          Key Person insurance
    •          Irrevocable Life Insurance Trusts

Frequently Asked Questions

Why should I work with a financial advisor?

Financial advisors and financial planners are not just for people that have money. You should consider working with a financial advisor if:

  • You have money concerns
  • You want more confidence in your financial future
  • You need a more structured retirement income strategy
  • You need help evaluating insurance solutions
  • You want to reduce your business 401(k) costs
  • You have a high net worth
  • You’re nearing or in retirement
Why should I choose Riverside Securities?

We understand that you have a choice when it comes to forming a relationship with a financial advisor. Our key differentiator is the extensive expertise our team delivers to our clients day in and day out.

How can I get started?

For San Antonio inquiries you can reach out to us at (210) 417-4445 and for Austin inquiries we can be reached at (512) 891-7526. All general inquiries please email service@riversidesecurities.com or visit our contact page

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to the website provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at this website, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the web sites you are linking to.

San Antonio

8620 N. New Braunfels Ave., Ste 102
San Antonio, TX 78217
(210) 417-4445

New Braunfels

645 Floral Ave., Ste. B2
New Braunfels, TX 78130
(830) 620-1066

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