AnnuityVerse
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Overview
$1,000+
Min Project Size
$25 - $49/hr
Avg Hourly Rate
2 - 9
Employees
2021
Year Founded
ABOUT ANNUITYVERSE
Securing Your Future, One Payment at a Time.
AnnuityVerse is a standalone financial education platform focused on helping people grasp the concept of annuities and establish dependable retirement income. Our goal is to demystify complex financial products by offering clear, impartial, and thorough information on fixed, indexed, and variable annuities. Whether you’re preparing for retirement, looking into lifetime income solutions, or assessing different annuity providers, AnnuityVerse provides expert insights, calculators, and guides to assist you in making well-informed choices. We believe that enhancing financial literacy leads to better retirement planning, and we aim to be a reliable resource for consumers, advisors, and educators alike. At AnnuityVerse, we understand that knowledge builds confidence, allowing you to plan your future with assurance.
LANGUAGES SPOKEN
English
HIGHLIGHTS
$1,000+
Min Project Size
$25 - $49/hr
Avg Hourly Rate
2 - 9
Employees
2021
Year Founded
Services
Focus
Industries
Clients
Services Provided
80% Financial Advisory & Consulting
20% Financial Planning
About the Team
OUR STORY
Founded by experienced professionals rooted in San Antonio and beyond, our company is dedicated to guiding clients through their financial journeys with personalized, informed strategies. Gary, a native Texan and Certified Financial Planner since 2010, blends his local engagement and expertise to serve families. Alex, with over 24 years in financial services and fluency in English and Spanish, specializes in retirement income planning and offers nationwide virtual support. Bruce, holding a degree from Carnegie Mellon and motivated by personal experience, advises on annuities and life insurance to create secure retirements. Together, they focus on simplifying complex financial topics, securing assets, and ensuring peace of mind. Our team values community involvement, family, and lifelong learning, blending professional insight with a genuine
Projects & Clients
Project Size & Rate
Minimum Project Size
$1,000+
Average Hourly Rate
$25 - $49/hr
