Schedule your initial review.
Survey profiles of our team members, then choose your preferred financial consultant. Click Schedule a review to begin the scheduling process.
With each review, learn more about your financial consultant’s background, philosophy and approach to investing and then decide which financial relationship to pursue for your future. Sessions can be conducted virtually or in-person.
Survey profiles of our team members, then choose your preferred financial consultant. Click Schedule a review to begin the scheduling process.
On the next screen, confirm the date and time with your financial consultant for your initial review.
Return to the profiles page and choose a financial consultant for a second review. Click Schedule a review and follow instructions to book your next session.
Discuss different strategies to strengthen your investments.
Take advantage of our low fixed management fee of 0.75%.
Schedule your appointment and we’ll take it from there. No in-person meetings required.
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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.
Investment and insurance products:
Are not FDIC insured | Are not guaranteed or insured by any bank or bank affiliate | Are subject to investment risk, including the possible loss of value |
Are not deposits or obligations of any bank or any bank affiliate | Are not insured by any federal government agency | Are not a condition to any banking service or activity |