Do you want an advisor who looks for the best for you?
At Advise Financial® we are convinced that a better tomorrow is possible; Our priority is to work every day for your Financial Well-being.
As Hispanics we take care of your finances always thinking about our culture. We know the most complex challenges successful Hispanic immigrants face; some of them are:
- Limited knowledge in financial matters.
- Low income on average compared to other cultures or races.
- No family inheritances to bear the heavy living expenses.
- Greater vulnerability to unemployment.
- They will receive a lower amount for Social Security upon retirement.
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You need a specialist who takes care of your priorities and understand your culture, in your same language, and certified professionals with more than 20 years of experience.
![Why Advise Financial](https://advise-financial.com/wp-content/uploads/2021/08/shutterstock_98332475.jpg.webp)
Frequent questions
We will open an investment account in your name; you will be the sole owner of your account. The money will never be delivered to Advise Financial. Your money will be protected up to $500,000 by the Securities Investor Protection Corporation.
We know that no one can always determine the winning horse or the winning investment, that is why we invest in a highly diversified and low-cost way, using funds from Exchange Traded Funds (ETFs).
We specialize in the family of successful Hispanics, providing bilingual financial advice and planning (English-Spanish) without high opening amounts and a personalized and close service.
To have a financial plan tailored to your needs, it is not necessary to invest through us, acquiring your financial plan as a specialty consultancy and allowing you to have your financial advisor for a monthly amount coupled to your budget.