At Coral Wealth Management, we strive to create a personalized financial roadmap, which may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance. Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Services
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. We understand the challenges families face today are unique. From managing debt to saving for college, taking care of older parents while saving for retirement, these personal finance challenges can be overwhelming.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Coral Wealth Management is redefining how Clients and their Advisors work together. We offer our expertise so that your investment strategy aligns with your needs and your unique vision for the future. We believe everyone deserves to have a confident retirement. As Independent Advisors, we can focus on serving our clients' best interests and not the agenda of some large corporation.
Since the inception of the Coral Wealth Management, we have focused on giving back to the community. Every member of our team spends a minimum of 50 hours per year dedicated to fundraising and supporting a local charity or non- for profit of their choosing. Furthermore, a portion of our annual revenues are donated to local charities that support our community.
Reviews (7)
Yoselyn Arenas
Sep 18, 2021
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Xtian G.
May 05, 2021
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Dennis is the best and he continues to gain my loyalty with his level of professionalism, he really worked with us and created a long term plan for our retirement. He's very patient and very knowledgeable about not only finance but also many other things. He is always available to answer questions and provide recommendations and walk-through different investment scenarios and options. I highly recommend him
Martin Novas
May 03, 2021
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Philip Dixon
May 02, 2021
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Deirdre Nero
Apr 24, 2021
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David Castrillon
Mar 19, 2021
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Coral Gables Graphics
Mar 16, 2021
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