MAZUELOS & COMPANY
Updated 26 days ago
Mazuelos & Company is a registered investment adviser based in Fort Lauderdale, Florida. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. The firm only conducts business in states where it is properly registered or is excluded from registration requirements... The wealth management industry has seen tremendous growth in new and innovative technologies. We have invested and embraced these technologies to stay connected with clients no matter where they are located. The majority of our clients prefer meeting online and receiving their investment reports digitally through secure email. All clients receive their monthly account statements directly from Charles Schwab, our independent, qualified custodian. Clients will have online access to their accounts through the Schwab client portal - 24/7. We believe by adopting these technologies we gain deeper and more meaningful relationships with our clients while improving the..
Also known as: Mazuelos & Company, LLC