May, 2011

For the third consecutive year, Jerry Mathis has been chosen as a "five star wealth manager" by the Crescendo Research organization. Texas Monthly magazine annually publishes the names of financial services advisers who are selected for this prestigious honor.

Jerry says "I am honored and humbled by this significant recognition of the quality of our service, and I share the credit for customer satisfaction that drives this award with all of the M A R staff. Thanks to Mary, Roxanna, Jesse, Glen, Gracie, and Sue for all you do for our clients and customers."

January, 2011

In the aftermath of the Patient Protection and Affordable Care Act and the Health Care & Education Reconcilliation Act , collectively known as the ACA, M A R Financial personnel have been conducting a series of informative meetings in the South Texas area for businesses and interested parties. These meetings cut through the reams of legislation to the items of interest to individuals, small business owners, large business owners, Medicare beneficiaries, and others. If you would like to schedule this presentation, which lasts approximately 35 minutes, for your civic group, or business group, please call Roxanna at (800)880-9733.

December, 2010

Jerry Mathis and Mary Rodriguez have been invited to join with other experienced health insurance professionals to assist the Independent Insurance Agents of Texas, the Texas Health Underwriters, and the National Association of Insurance and Financial Advisors-Texas in developing a strategy that will include agents and brokers in the health insurance arena after 2014. The initial meeting of this task force was on November 7 in Austin, Texas. 

October, 2010

M.A.R. has conducted ACA infomation meetings for the Texas Burgular and Fire Alarm Association in San Antonio, Corpus Christi, and Edinburg.

September, 2010.

M A R presented its ACA review for the members of BCDOS, the Bexas County chapter of the Texas Optometric Association at their evening dinner meeting. Later the same month, M A R conducted a webinar for TOA's statewide which was attended by more than 60 members of the organization. A rebroadcast of that seminar is available on their website: http://texas.aoa.org/

August, 2010

For the second year in a row, M. A.R. Financial Group has been named as the 4th largest employee benefits broker by the San Antonio Business Journal. Both years, M.A.R. has held its position in the rankings while other companies have come and gone.  This consistency speaks to the quality of service and value-added partnerships that M.A.R. brings to its employer clients.

June, 2010

M A R 's fast-paced and information-packed power point presentation on the effects of the ACA on business owners, employees and all citizens is sponsored by the South San Antonio Chamber of Commerce. To schedule this informative meeting for your group call Pat at (210) 533-1600. One more reason to be a member!