At Garrel Financial, we focus on helping successful U.S. and Latin American-based families and business owners with a variety of complex financial and estate planning needs. With locations in Brickell, Key West and New York City, we guide our clients to reach their financial goals.
Utilizing an education-centric approach, we provide our clients with comprehensive information about their financial options, empowering them to make wise decisions about their wealth.We bring our own expert resources to the table, or work with existing financial teams to define and execute holistic strategies.
Utilizing an education-centric approach, we provide our clients with comprehensive information about their financial options, empowering them to make wise decisions about their wealth.We bring our own expert resources to the table, or work with existing financial teams to define and execute holistic strategies.
Services
Joseph M. Garrel is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, NY, NJ, MA, PA, GA, CT, MD, VA, NC, SC, MI, MN, WI, TX, CO, AZ, OR, WA & CA (CA Insurance Lic # 0E30172).
One of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
Joseph Garrel is the principal of Garrel Financial & Insurance Services (GFIS). GFIS is a full-service boutique financial services firm that launched 18 years ago in New York City. The company acquired a second office in Brickell, Florida three years ago, and expanded to a third location in Key West, FL.
Here at Garrel Financial & Insurance Services, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Garrel Financial & Insurance Services provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages of life. Taking into account your needs, goals and risk tolerance, we will work with you to bring clarity to where you're going and how to get there.
Reviews (5)
Janet Henfield
Nov 30, 2020
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Joe is a knowledgeable and unique advisor and has provided me with insight into - not only assets under his management- but other investments as well.
We have mapped out LT goals and a strategy.
He has also been key in helping me grow my business by introducing me to influential professionals in his circle of colleagues.
I have recommended him to my own family and would recommend him to anyone seeking to map out and implement their financial future goals.
We have mapped out LT goals and a strategy.
He has also been key in helping me grow my business by introducing me to influential professionals in his circle of colleagues.
I have recommended him to my own family and would recommend him to anyone seeking to map out and implement their financial future goals.
Sylvie Maccotta
Oct 21, 2020
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Joe was referred to me and I'm very satisfied with his guidance and help with getting my life insurance. I just had a baby and I was concerned to protect him with in case something happen to me. I had couple of people went to home to explain to me, but it was never clear. During my appointment with Joe he took time to explain until I understand. He adviced me what was the best option. Also I appreciated the fact that he never pressure me to sign contract and let me take time to understand all concerns and questions.
Overall Joe is very professional and you would be happy to have him as your financel
Overall Joe is very professional and you would be happy to have him as your financel
Esmeralda Sparkling
Jun 03, 2020
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Donna Mairs
May 13, 2020
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David Lazarovic
May 10, 2020
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