
Categories
Financial Planning/Investments
Hours:
8am-6pm M-F
About Us
We help professionals and families build wealth, prepare for retirement, and protect what matters most.
Our approach combines personalized financial planning with smart investment strategies so you can feel confident about your financial future. Whether you’re:
Switching jobs and need to roll over a 401(k)
Planning for retirement and want to know you’re on the right track
Protecting your family with life and disability insurance
Or simply looking for clear, tailored advice to make sense of your options
we’re here to guide you every step of the way. By building a plan around your goals and values, we help you create long-term financial security while giving you confidence in the decisions you make today.
Images
.png)
Rep/Contact Info
Judy Morales
- Phone: (954) 603-0519
- Send an Email
- 2900 N University Dr Suite 40 Coral Springs FL 33065
Diego Velasquez
Financial Advisor
- Phone: (954) 461-0147
- Send an Email
- 2900 N University Dr Suite 40 Coral Springs FL 33612
Lorena Velasquez
Business Operations Manager
- Phone: (954) 288-6672
- Send an Email
- 2900 N University Dr Suite 40 Coral Springs FL 33065
