DM
Diego Martinez
Director Of Treasury And Client Services at Finaccess Advisors
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Work Experience
Present
Director Of Treasury And Client Services
Nov 2017 - Present · 7 years and 1 months
N/A
Present
Company Details
11-50 Employees
Finaccess Advisors, LLC (“Finaccess Advisors”, ”) is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser and primarily offers investment advisory and wealth management services. Furthermore, Finaccess Advisors furnishes advice to clients on matters not involving securities, such as financial planning matters, retirement planning, trust services that often include educational services. Finaccess Advisors provides personalized confidential financial planning, investment management, financial advisory and wealth management services to individuals, corporations, and trusts worldwide. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, review of insurance needs, investment management, retirement planning, and educational services.
Year Founded
2009
Social Media
Linkedin
Industry
Investment Management
HQ Location
1111 Brickell Ave Ste: 2300 Miami, Florida 33131, US
Keywords
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