Cuba Financial Group is a wealth management firm with 40 years of experience in advising clients throughout the Midwest, and across the nation. We are a team of independent Certified Wealth Strategist® professionals that address and effectively manage some of the most complex wealth issues faced by high net worth individuals today. Cuba Financial Group works with clients and their families to address these complex wealth issues:
Asset & Investment Management
Insurance & Protection Strategies
Liabilities & Debts
Qualified Retirement Plans & IRA Distribution Plans
Corporate Executive Stock Option Planning
Business Succession Planning
Durable Power of Attorney
Gifting Strategies to Children & Descendants
Charitable Gifting During Life
Titling of Assets / Estate Management
Executor / Successor Trustee Issues
Distribution Plan to Spouse / Beneficiaries at Death
Charitable Inclinations at Death
The Mission of Cuba Financial Group is to provide clients and their families the means to live out their life’s purpose. Advising and managing clients’ financial issues, we strive to provide their clients every opportunity to fulfill those goals.
Securities offered through First Allied Securities. A Registered Broker/Dealer. Member FINRA/SIPC [FINRA.org/SIPC.org]. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 8 S. Silver Springs Rd, Cape Girardeau,mo 63703,united States
- Phone
- 573-334-7000
- in****@****oup.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Cape Girardeau.
- HQ
- Cape Girardeau, MO
Cuba Financial Group Questions
Cuba Financial Group's helpline number is 573-334-7000
Cuba Financial Group's website is http://www.cubafinancialgroup.com
Cuba Financial Group's LinkedIn profile is https://www.linkedin.com/company/cuba-financial-group
Cuba Financial Group has
9 employees.
View email and phone details for 9
employees at Cuba Financial Group.
Cuba Financial Group's industry is
Financial Services
Cuba Financial Group's top competitors are
Survivor Empowerment Center,
Adaptainer,
Fintech Finance Group,
Osburn, Hine & Yates Llc,
Veterans United Insurance,
Cape Girardeau Area Chamber Of Commerce,
Sequel,
Semo Career Services,
Select Title Group,
Correos De Cuba.
Cuba Financial Group's support email address is info@cubafinancialgroup.com
Cuba Financial Group's categories are Financial Services
Cuba Financial Group's founding year is 1983
