There are always solutions, sometimes too many & too complicated. We do the digging so you can do the living, our team filters distorted information to provide clarity during the decision making process.
The Plus
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UNIQUE PROCESS
You are faced with an impactful financial decision, usually accompanied with worries, doubts, and anxiety.
Who wouldn’t feel that when presented with a decision that will determine the future for you & your loved ones.
- JORGE MERCADO
- Founder
Jorge is a passionate, analytical, and inquisitive professional, who provides high-level financial advice to his diversified …
- IRIS SEGUÍ
- Managing Partner
Since the early days in 1996, Iris has been instrumental in the exponential growth of the business. Over her 20+ year career …
- JULIAN E. MERCADO
- Partner
As a third generation Financial Professional, Julian E. Mercado has been learning from the best throughout his life. He brings …
- MIGUEL E. PEREZ
- Associate
Miguel was recruited in 2020 for his natural ability to connect with people, along with his charisma and fresh …