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.
Get a new take on your portfolio with an in‑house review.
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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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.