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