Client Centered
Our business is built on a foundation of thoughtful client relationships.
RETIREMENT PLANNING
Enjoy the fruits of your labor. CFS of Puerto Rico Inc. will help plan for your retirement and excite you for what’s to come.
COLLEGE PLANNING
Rising education costs require a forward-thinking plan. CFS of Puerto Rico Inc. can help you prepare for one of life’s biggest investments.
BUSINESS PLANNING
We believe small businesses are the backbone of America. At CFS of Puerto Rico Inc., we do our utmost to help your business thrive.
OUR GOALS
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.