Business Retirement Planning
Secure your future with SEP IRAs and SIMPLE IRAs, or SIMPLE 401(k) plans.
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A strategic approach to strengthening your savings and reducing risk.
Popular Investments offers a sound and strategic approach to managing your goals and protecting your finances. From business succession planning to small business retirement planning, we help you create savings and asset protection strategies to keep your business healthy and on the road to growth.
Popular Investments can help with:
Business Succession Planning
Ensure longevity with Buy-Sell agreements, Key Man insurance and asset protection strategies.
Business Valuation Services
Estimate the worth of your business with an income- and asset-based approach to valuation.
Find investment solutions for your commercial business.
If your priority is to optimize your cash reserves, learn about our long-term strategies including our investment policy design and execution, and asset management, to strengthen the impact and ensure the legacy of your organization or institution.
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Are you ready to get started? We’re ready to meet you.
Popular Investments has trained investment professionals ready to discuss your options and find what's right for you.
Call us at 1.866.689.0365 to make an appointment or contact your nearest branch location.
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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. (“Infinex”). Member FINRA / SIPC. Popular Investments is a unit of Popular Bank. Infinex and Popular Bank are not affiliated. Products and services made available through Infinex 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.
