AUREUSINVESTMENTS.COM

As a firm, our focus is to understand your goals and develop a plan to reach them. After meeting with you we will present you with a comprehensive analysis and review. Together, we will implement the recommendations and monitor your progress. Our commitment to the client does not end here but continues by having regular meetings with you to assess the progress toward your goals and, when necessary, make adjustments to your financial plan... We understand that there are many factors that change with time impacting your financial needs and goals. By maintaining close communications and contact with you, our client, we are able to understand those changes, which allows us to be proactive in making modifications to the plan, together with you. Our deep knowledge of different financial tools allows us to be fluid and work closely with our clients to meet their needs. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the..

Also known as: Aureus Investments

Primary location: Coral Gables United States