Business Details
About
Investment Bank
SSB&T Wealth Management helps individuals, families and businesses with investment management; retirement plans, including small business retirement plans; legacy planning; tax planning and high net worth/ultra-high net worth guidance. Our parent company, Security State Bank & Trust, was founded in 1941 in Fredericksburg, Texas – a community bank that understands Texas people and Texas businesses, because that’s what we are too. Now with 18 branches across the state, we offer all the products and services the big banks commonly do – made personal. We’re known for our friendly people, who always focus on service, not on sales. Whether you walk in or call, you’re immediately connected to a real person who can help you. Reach out today.
Location
SSB&T Wealth Management
202 West San Antonio Street, Fredericksburg, TX
78624, United States
Hours
Reviews
5.0
8 reviews
5 stars
8
4 stars0
3 stars0
2 stars0
1 star0
- KSKay StechOct 25, 20255.0I recommend SSB&T Wealth Management to all. Eddie Kramer and the entire team sincerely care about their clients.
- BCBrenda CollinsOct 22, 20255.0My advisors at SSB&T are wonderful. They care about mt needs and feelings. They treat me as a person and not just another number. I had a ton of questions and they made me feel good about asking them. They put all my stress and anxiety at ease.
- MSMatthew SchumannOct 20, 20255.0My wife and and I have really appreciated the attention to detail that Eddie and his staff have done for us. We were with another financial advisor/wealth management investor and we have really appreciated the refreshing attitude and new ideas given by Eddie and team. We have zero regrets for making the move, even though that was a major financial decision for us.
- MMMatthew MaberyOct 20, 20255.0Exceptional service! They really do care!
- MLMike Dooley LawApr 17, 20255.0Great advisors that care about your best interests not their best interest.
Frequently Asked Questions About SSB&T Wealth Management
What services does SSB&T Wealth Management offer?
SSB&T Wealth Management offers investment management, retirement plans including small business retirement plans, legacy planning, tax planning, and guidance for high net worth and ultra-high net worth individuals.
What are the regular business hours of SSB&T Wealth Management?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on weekends.
Is SSB&T Wealth Management available on weekends or by appointment outside regular hours?
SSB&T Wealth Management is closed on weekends but is available by appointment outside regular hours.
Where is SSB&T Wealth Management located?
SSB&T Wealth Management is located at 202 West San Antonio Street, Fredericksburg, TX 78624, USA.
How can I contact SSB&T Wealth Management?
You can contact them by phone at +1 830-990-7750.
What kind of financial expertise does SSB&T Wealth Management provide?
They provide personalized investment management, retirement income planning, tax planning, and small business retirement plan solutions, focusing on service rather than sales.
What nearby accommodations are available around SSB&T Wealth Management?
Nearby accommodations include Barbi & Keith's Kottage, 202 and Cottage bed and breakfast, Pot Belly Stove Cottage, and Gastehaus Schmidt Lodging Service, making it convenient for clients traveling from out of town.
Are there any nearby dining options near SSB&T Wealth Management?
You can visit Old German Bakery & Restaurant, Alt Deutsche Bakerei, and Fredericksburg Winery for dining before or after your appointment.
Where can I find other financial services near SSB&T Wealth Management?
Nearby financial services include Security State Bank & Trust, Joseph Financial Partners, and Edward Jones, offering additional options for financial advising and banking.
What local attractions are near SSB&T Wealth Management that I might visit?
The Fredericksburg Historic District and Fredericksburg Art Auction are nearby attractions you can explore to enjoy local culture and art.