Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets, maximizing value through conscientious strategic planning, risk management, and impeccable execution.
We are dedicated to providing a high level of customer service in a proactive and responsible manner. Our clients are the foundation of our practice. As such, we are committed to generating a significant impact in their financial stability by providing counsel and helping them make informed financial decisions.
Our main objective is to earn our clients’ trusts under the intention of establishing long-term, transgenerational relationships with them. Of equal importance is our commitment to remain alert to possible changes and challenges that may arise in the lives of our clients to help them prepare and manage such circumstances adequately.
Securities offered through Bolton Global Capital, Inc., 579 Main St., Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor.
Company Details
- Employees
- 12
- Founded
- -
- Address
- 1441 Brickell Ave,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ballestasgroup.com
- Keywords
- Investment Management, Financial Planning, Trust Services, Estate Planning, Relationship Management, Philanthropic Planning, Cash Flow Management, Family Wealth Transfer.
- HQ
- Miami, Florida
Ballestas Group Questions
Ballestas Group's website is ballestasgroup.com
Ballestas Group's LinkedIn profile is https://www.linkedin.com/company/ballestas-group
Ballestas Group has
12 employees.
View email and phone details for 12
employees at Ballestas Group.
Ballestas Group's industry is
Financial Services
Ballestas Group's top competitors are
Edwards Wealth Management Ag,
Grip,
Safe & Green Holdings Corp.,
Trend Group,
Ballestas Jjm,
Crescent Garden Company,
Bolton Global Capital,
Boreal Capital Management,
Insigneo,
Cv Advisors Llc.
Ballestas Group's categories are Financial Services
Ballestas Group's founding year is 2014
