We are a fee-only financial planning and investment management firm serving clients locally in San Antonio, Texas and across the United States. Tess is the founder and lead financial advisor of Complete View Financial LLC. She has worked with individuals and families from all different backgrounds for well over a decade.
Services
We work with people who have big dreams to build a strong financial foundation, whether you want to make your first investment or want to build your legacy. Tess is the founder and lead financial advisor of Complete View Financial LLC. She has worked with individuals and families from all different backgrounds for well over a decade.
Reviews (5)
Kevin Kennedy
Nov 21, 2021
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Tess is a woman of great character and professionalism. She listened closely as we described our financial goals. She queried to clarify and then crafted and delivered a logical, detailed and thorough retirement plan. Her realistic yet conservative work translated my savings spreadsheet into a financial spending plan with annual guidance for the next 30 years.
Now 5 years into the 30, her work becomes more valuable with each passing year.
Now 5 years into the 30, her work becomes more valuable with each passing year.
Tracy Hanford
Sep 30, 2021
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Positive: Professionalism
As a Sales and Marketing Professional seeking financial planning advice, Tess Downing (a qualified CFP/Financial Planner) has guided me through my financial needs, goals and planning for my son’s future. Her demeanor is always to provide financial clarity through kindness. I would highly recommend Tess Downing!
As a Sales and Marketing Professional seeking financial planning advice, Tess Downing (a qualified CFP/Financial Planner) has guided me through my financial needs, goals and planning for my son’s future. Her demeanor is always to provide financial clarity through kindness. I would highly recommend Tess Downing!
Whitney Baker
Sep 25, 2021
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Tess is amazing! She has put my mind at ease! I feel confident that I will be able to meet my financial goals as I age. In addition, she has given me the freedom feel good about spending money now knowing my future and my children's future will be taken care of. Thanks Complete view financial. I will now enjoy my traveling now and after I retire :)
Bobbi Baker
Sep 19, 2021
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Tess is such a pleasure to work with. She patiently explains any questions we have as she helps us explore the different aspects of our future retirement. Her investment management expertise has consistently yielded a net gain through this tumultuous market. Her advice and knowledge are priceless to us at this time in our lives. We feel, that because of Tess, we are prepared for our future!
Lisa Crafford
Aug 26, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We love working with Tess. It’s a true partnership. Tess has given us confidence in our financial decisions, educated us and, helped us think of what’s important - as well as how to save and prepare for that future. Tess is thorough, proactive and fun to work with.
We love working with Tess. It’s a true partnership. Tess has given us confidence in our financial decisions, educated us and, helped us think of what’s important - as well as how to save and prepare for that future. Tess is thorough, proactive and fun to work with.
