Our Services
At CFS of Puerto Rico Inc., we provide assistance in the following areas:
Investments
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Variable Annuities
- Fixed/Indexed Annuities
- 401k Planning
- 403b Planning
- College Plans
- Money Purchasing Plans
- Profit Sharing Plans
Financial Planning
- Retirement Planning
- Tax Planning Strategies
- Estate Planning Strategies
- Money Management
- Financial Planning
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance
- Automotive Insurance
- Public Liability
- Home Insurance