Broker Check

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