Coral Wealth Management

Coral Wealth Management is an independent financial services firm dedicated to providing holistic financial planning, investment strategies, asset protection strategies to our clients. We work with a select number of family owned business, business professionals, attorneys, physicians, and high net worth families to provide the highest level of service. We believe effective financial planning is more than simply providing investment advice or allocating assets to a diversified portfolio. To us, it’s about understanding the personal and professional goals of each client in order to structure and coordinate personalized solutions towards achievement their financial objectives. We focus on the long-term and aim at providing financial confidence. Our clients consider us their most trusted resource and financial partner to help them navigate their financial decisions. Our firm gives back to the community. A portion of our revenues are donated to local charities that support the community. These are the current organizations we support: Nicklaus Children Hospital, March of Dimes of South Florida, United Way, American Red Cross and FIU Foundation. Phone: 1 (888) 559-7752 Support: [email protected]

网站

https://www.coralwm.com

Coral Wealth Management 的外部链接

所属行业

金融服务

规模

2-10 人

总部

Miami，Florida

类型

私人持股

领域

Financial Planning, Investment Management, Retirement Planning, Wealth Preservation, Asset Protection, Lending, and Problem Solving