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8:30AM - 5PM
1 Alhambra Plaza STE 950, Coral Gables9AM - 5PM
1701 Ponce de Leon Suite 305, Coral Gables“Rafael has helped me a lot to boost my credit. Communication is easy and transparent and he has a lot of knowledge to share.“
9AM - 5PM
701 Brickell Ave Suite 1550, Miami“As an investor, we hired Mr Julio Ortiz to serve as a factional FD for our small manufacturing/tech business in Dallas, TX. From the outset, Julio created stability and professionalism in the finance and back office functions of the business. He helped manage cash flow, outsourced and in-house accountants, supply chain, and payroll functions. Julio brought greater confidence and credulity to the business, making it easier as an owner/manager to focus on strategy and fundraising. I would recommend Mr Julio Ortiz without reservation.“
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“(Translated by Google) My experience at Charles Schwab has been very positive, it is one of the largest low cost brokers in the USA. Their website is very complete since they offer many resources to document yourself before placing an investment order in any of the options: stocks, bonds, ETFs, etc. In the event that the future investor wishes to act on their own, without transaction costs, I consider it essential that they have a background in finance and/or accounting, although Schwab offers professional advisory services at an additional cost. Safeguard of Responsibility: This is a personal opinion and should not be taken as an Investment recommendation since there is a risk of loss of part or all of the capital(Original)Mi experiencia en Charles Schwab ha sido muy positiva, es uno de los brokers de bajo costo mas grandes de USA. Su página web es muy completa ya que ofrecen muchos recursos para documentarse antes de colocar una orden de Inversión en cualquiera de las opciones: acciones, bonos, ETFs, etc. En caso de que el futuro inversor desee actuar por cuenta propia, sin costos de transacción, considero que es imprescindible que tenga formación en finanzas y/o contabilidad, aunque Schwab ofrece servicios de asesoramiento profesional con un costo adicional. Salvaguarda de Responsabilidad: Está es una opinión personal y no debe tomarse como una recomendación de Inversión ya que existe el riesgo de pérdida de parte o todo el capital“