About Matthew
Matthew Ure heads up the San Antonio, TX office. He serves clients in both government and private sector to provide them with the resources to live a full and happy retirement. In addition to investments and tax planning, Matthew has developed a special expertise in working with pensioned employees, including Military and Federal Employees, as well as Teachers and state employees.
Areas of focus
Credentials & background
Clients served
Regulatory
- Firm CRD #282580
The firm
Mission Our team of seasoned professionals believe deeply in teamwork and see themselves as part of a much larger team made up of the employee’s spouse, HR professionals, attorneys, and accountants, with the employee personally at the helm. Passion Our team is passionate about serving the needs of every person with respect and transparency. They aim to provide personalized, expert advice to every client regarding federal employee retirement, benefits, and any other financial matter that falls within their expertise. ALWAYS GETTING BETTER Our team is committed to continuing to improve themselves by continuing education, professional training, and earning additional certifications and credentials. With our team on your side, you’ve got a reliable partner and coach in helping you grasp and surmount the complexities of federal job benefits.
19115 Farm to Market Road 2252, Garden Ridge, TX 78266