Felix - Holistic Financial Planner | Sarasota, FL

Service Area: Sarasota, FL
Team Size: 1 employee
Business Duration: 7 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Cash
Check
Credit Card
PayPal
Stripe
Venmo
Zelle

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
Tax planning
College planning
Trusts or estate planning
Annuities
Mutual funds
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

Entrepreneurial Professional w/ 15+ Years’ Experience in Business Development, Finance, Real Estate & Investments | Helping others navigate their financial goals. Through building a holistic financial plan.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Felix Rosario Cruz
- Completed on 3/14/2023

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