The future of your business is in your hands.

Popular Investments® is here for your business every step of the way. With our business investments and insurance solutions, we can design a plan that meets your specific financial goals. Let’s get started on your investment plan today, so you can relax knowing your business will support you and your employees for years to come.

Stocks, bonds, and mutual funds

Stocks, bonds, and mutual funds

Build an investment portfolio that meets the needs of your business.
Annuities and insurance

Annuities and insurance

Protect your business with our annuities and insurance solutions.
Tax-efficient investing

Tax-efficient investing

Discover how our investment solutions can help reduce your business’ tax burden.1
Business employee retirement plans

Business employee retirement plans

Find the retirement plan that's right for your business and your employees.

Experience our personalized approach.

At Popular Investments®, we will put your business and its needs first by following these steps.

  1. Understand your financial priorities with an initial consultation
  2. Make recommendations based on your financial goals
  3. Create a plan that meets the objectives of your business
Commercial Investments

Discover more ways Popular Investments® can help your business.

Our business investments and insurance solutions can be tailored to your needs, whether you need succession planning, valuation services, investment policy design, or asset management.

Business succession planning

Business succession planning

Secure your business' future with buy-sell agreements, key person insurance, and asset protection strategies.

Business valuation services

Business valuation services

Estimate the worth of your business with an income- and asset-based approach to valuation.

Investment policy design

Investment policy design

Tailor your investment goals and priorities to your risk tolerance and liquidity needs.

Asset management

Asset management

Protect your long-term financial health with strategic management of your cash reserve.

Let's make a plan to drive your business forward.

Are you ready to get started on your business’ investment strategy? Our trained financial consultants2 are ready to discuss your investment options so we can find the right solutions for your business.



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Why choose the Popular Investments team?

Expert advice

Expert advice

Our trained investment professionals are ready to discuss your options and find what's right for you.

Unbiased feedback

Unbiased feedback

We aren’t pushing our own investment products, so you get unbiased feedback.

Personalized service

Personalized service

We listen to your needs, because you're not a number in a portfolio.

Ease of doing business

Ease of doing business

We’re very hands-on throughout the entire process, so you can focus on the growth of your business.

Invest in the future of your business.

Complete the form to schedule a personalized planning session with a financial consultant2 today.

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Invest in the future of your business.

Investment Insights

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1Popular Investments® does not offer tax advice. Please consult your tax professional prior to investing.

2All Popular Investments® Financial Consultants are registered representatives of Infinex Investments, Inc.

Broker Check by FINRA

Securities and advisory services are offered through Osaic Institutions, Inc. (“Osaic Institutions”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Osaic Institutions or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA, also known as PIA US Insurance Agency (PIAUS), is a wholly owned subsidiary of Popular Bank, a New York state-chartered financial institution. Osaic Institutions or its affiliates are separate entities from and are not affiliated with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Osaic Institutions, or as insurance agents of PIAUSA. Osaic Institutions registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.

Please never share your Popular account details with anyone. Popular will never ask you for your password through email, social media or a third-party website. Learn more.