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Our Services

Torres Advisory Group consists of several independent advisory companies, able to provide the following services. Navigate our services by category using the buttons below.

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Service: Investment Advisory, Strategy and Management

Wealth Management

We offer the following investment services and options:

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Investment & Retirement Accounts

  • Full Services Brokerage Accounts (Individual, Joint, Corporate & Trusts)

  • SEPs (Self-Employed Pension Plans)

  • IRAs (SIMPLE, Roth, Traditional & Rollover)

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Investment Options:

  • Common Stock

  • Government Securities

  • Money Markets

  • CDs

  • T-Bills

  • T-Notes

  • Bonds (Government & Corporate)

  • Alternative Investments (Real Estate, Gold, Art, etc.)

  • Annuities (Fixed & Variable)

  • Options Trading

  • Margin Trading

Service: Financial, Retirement, College, and EstatePlanning

Financial Planning

We offer the following services to help you manage your finances:

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Retirement Planning (Individual & Corporate)

401(k) Planning

403(b) Planning

457 Planning

College Planning (529 Plans)

Pension Plans

Profit Sharing Plans

Executive Compensation Plans

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Finance

Check Writing

Debit Card Transactions

Budget Planning

Service: Insurance

Asset Protection

We offer a variety of insurance strategies to help you protect the assets you've worked so hard to grow:

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Life Insurance Policies

  • Index Universal Life

  • Whole Life

  • Term Life

  • Single Premium

  • Annuities

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Disability Income Policies​

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Long-Term Care Policies

  • Traditional

  • Hybrid

  • Riders

  • Annuities

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*Options available for individuals, families & businesses*

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* Investing involves risk, including the loss of principle. Different risk levels and investment options may be suitable for different individuals.

Please seek financial and/or legal advice before making any investment decisions.

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Service: Tax Planning & Advisory and Business Consulting

Advisory

Our team of licensed professionals offers the following tax advisory services and options, personalized to each client's needs and objectives:

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  • Tax Planning

  • Business Consulting

  • Social Security Planning

  • IRS Representation

Service: Tax Preparation & BIO Filing

Preparation

We help businesses, professionals, and families prepare their taxes and other important information with the help of our licensed tax professionals.

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  • Tax Returns

  • BOI Filing for FINCEN

Service: Bookkeeping and bill management

Accounting

Our accounting and bookkeeping professionals can help you manage the finances of your household or business.

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  • Individual & Household Bookkeeping

  • Corporate Bookkeeping

  • Bill Management

  • Reporting

  • Analysis for Advisory Purposes

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Service: Wills, Trusts, and Power of Attorney

Legal Documents

We offer to help our clients create the legal documents that will ensure the proper implementation of their plans for the future:

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  • Wills

  • Trusts

  • Powers of Attorney (Financial, Medical, etc.)

Service: Estate planning and administration

Estate & Legacy Planning

Our team works hand-in-hand with the other branches of Torres Advisory Group to implement plans that will carry out your estate and/or legacy the way you intend.

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  • Estate & Legacy Planning

  • Estate Administration

Service: Texas Probate, Elder Law, Guardianship

Legal Counsel

Anna Gordon Torres is an attorney at law (P.C.) and offers general counsel and other court-based services to our clients.

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  • Texas Probate

  • Elder Law

  • Guardianship

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Service: Market research & analysis, Buy & Sell strategies, Investment & portfolio strategies, Development/redevelopment analysis

Research
& Advisory

Our team offers research and advisory services to help our clients achieve the best results. We analyze current market conditions and anticipate future trends to advise our clients of existing investment performance and future opportunities.

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  • Buy-Sell Strategies

  • Investment & Portfolio Strategies

  • Development & Re-development Analysis

Service: Buyer & Seller services, Financing, Self-directed IRA, 1031 Exchange

Acquiring, Financing & Selling

By working with our registered investment advisory firm, Torres & Torres Real Estate can offer a wide range of  investment services suited to the needs of each individual client of Torres Advisory Group.

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  • Buyer/Seller Services & Strategies

  • Real Estate Loans 

  • Non-Purpose Loans

  • Self-Directed IRA

  • 1031 Exchange

Service: Property management, Operational analysis, Turnkey operations

Property & Investment Management

After you have acquired property, our team of professionals across our branches can help clients by managing the various aspects of their real estate assets, from investment to operations and in-between. 

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  • Property Value Assessment

  • Property Management

  • Operational Analysis

  • Turnkey Operations

* Investing involves risk, including the loss of principle. Different risk levels and investment options may be suitable for different individuals.

Please seek financial and/or legal advice before making any investment decisions.

Contact Us

14603 Huebner Road, Building 23,
San Antonio, TX 78230

(210) 342-2700

info@torresadvisorygroup.com

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Customer Service

PHONE: (210) 342-2700

EMAIL: info@torresadvisorygroup.com

LOCATION: 14603 Huebner Rd.

                       Building 23

                       San Antonio, TX 78230

Privacy Policy

Business Hours

MONDAY - FRIDAY - 8:00 a.m. to 5:00 p.m.

SATURDAY - By appointment only.

SUNDAY - Closed.

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Torres Advisory Group, LLC (TAG), Torres Financial Services, Inc. (TFS), Torres Advisory and Consulting Services, LLC (TACS), and Anna Gordon Torres, Attorney at Law, P.C. (ATA), and Torres & Torres Real Estate Holdings, LLC (T&T), are related entities which are legally separate and independent entities, which cannot obligate or bind each other in respect of third parties and with each entity liable only for its own acts and omissions and not those of each other.

 

The information presented here is intended for informational purposes only. It is not an official recommendation from Torres Advisory Group, LLC (TAG), and should not be construed as advice suited to any person’s particular circumstances, such as financial needs or objectives. Please seek financial and/or legal advice before acting on it.

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05/2024

© 2024 Torres Advisory Group

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