CORAL WEALTH MANAGEMENT Contact Us (305) 671 - 3914

CONNECT

Address:

5521 N. University Dr. Suite 103
Coral Springs, FL 33067

Phone:

(305) 671 - 3914 l Mobile: (305) 761 - 8886

Fax/Other:

(305) 671 - 3915

Our Partners

 

Our goal is to provide the best possible experience to our clients. The Coral Wealth Management has established partnerships with other organizations that allow us to provide a complete package of financial solutions to our clients. These institutions provide our firm with a wide range of services, from custodial services, best in class technology, access to the capital markets, nonproprietary financial products and services, research and market data, compliance and operational support, to local and personalized customer service support.

 

CLIENT CUSTODIAN

National Financial Services LLC, a Fidelity Investments company, which was established in 1983, provides a comprehensive clearing and custody platform, brokerage, investment and reporting services, trading capabilities, practice management and consulting to independent financial advisors, asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, and family offices. Fidelity Investments is one of the largest providers of financial services in the world.  As of March 31, 2017, National Financial Services LLC has over $ 1.8 trillion in assets under custody and services about 3,850 clients and more than 6 million accounts.

 

BROKER DEALER

International Assets Advisory, LLC (IAA) is an independent full service brokerage and money management firm. IAA was founded in 1982 and is registered under the Securities Act of 1934.

From their offices in Orlando, IAA serves thousands of clients and independent financial advisors through the country and around the world. IAA provides support with compliance, operations, and the day to day management of clients and financial transactions. 

 

ADMINISTRATIVE SUPPORT

AskEAG is a Miami based company that specializes in providing office administrative services to small and medium size business. AskEAG provides a team of dedicated, detailed-oriented professionals to our practice that are aligned with our vision and mission statement. 

They support the Coral Wealth Management Group with administrative, clerical duties, and basic customer service to our clients. AskEAG's wealth of experience and their practices on running an efficient office operation, allow us to spend more time with our clients and focus our time in the activities that are most important and relevant to them. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck