PERSONALIZED PLANNING FOR YOUR FINANCIAL GOALS

United States, Florida, Coral Gables, 2333 Ponce De Leon Boulevard, Suite 500
Business name
Raymond James & Associates
Title
PERSONALIZED PLANNING FOR YOUR FINANCIAL GOALS
Description
Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

e offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Azpurua Wealth Management – Mission statement
Our mission is to help our clients achieve their goals. That means we just don’t do investment advice, we help our clients with their entire financial lives. We believe that you need to align your values and financial objectives with your investments and for that you need a financial plan.

We help you manage your wealth so you can live your life. Our objective is for you to progress towards your unique goals, for yourself, your family and your community.
Location
Country
United States
Region
Florida
City
Coral Gables
Address
2333 Ponce De Leon Boulevard, Suite 500
Zip code
33134
Contact Details
Name
Victoria Azpurua
Phone number
Expand Map
Reference Number
ID103779
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