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Wealth Management

Senior Care Services

We offer a range of senior care services to individuals who are no longer able to be totally independent.

Often, seniors require care and assistance in living in their own homes or in institutional care homes.

For a variety of reasons, adult children may not be able to provide this assistance. In such cases, our Senior Care Services are customized to meet the specific needs of each client.

In general, we work to ensure that a maximum of assets are retained by the family, estate taxes are minimized, and long-term healthcare costs and legal costs related to senior care are minimized.

 

 

 

Contact us today. We can help bring peace of mind to your loved one and to your family.

List of Senior Care Services
offered by Broadway Bank.

 

Broadway Bank is
pleased to announce:

that Broadway Wealth Management was chosen as Winner of the Elder Service Award 2006.

 

Related Links

Investment Management

Estate Planning

Charitable Giving

Trust Services

 

 

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

 
 

Contact us today.

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Case Study
Formulating a
Plan with Care.

Our Professional Investment Management team and Trust Administration Group worked together closely to ensure that this family’s wishes were fulfilled.
Read the story.
BroadwayBank

(210) 283-6500 • Outside San Antonio call toll-free (800) 531-7650

Telephone Banking Center (Service Representative) (210) 283-6611
24 Hour TeleBank (Access Your Account) (210) 283-6505