CONNECT

Address:

2701 South Bayshore Drive
Miami, FL 33133

Phone:

Our Services

At Coconut Grove Financial Services, we make a serious investment in each and every client. We help clients identify their financial goals and work together to build a unique and comprehensive investment strategy.

Our services include:

  • Financial Planning
  • Retirement Planning
    • IRA’s
    • Roth IRA’s
    • 401(k)
    • Rollovers
    • Transfers
  • Tax Exempt & Deferred Strategies
  • Annuities
    • Fixed
    • Variable
    • Indexed 
    • Immediate
  • Life Insurance
  • 1031 Exchange Qualified Investments
  • Mutual Funds
  • Stocks & Bonds
  • College Planning 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck