Cuba Financial Group
Financial Services - Cape Girardeau, MO, US
Cuba Financial Group Employees
Cuba Financial Group Senior Management
Cuba Financial Group Details
Cuba Financial Group is a wealth management firm with over 32 years of experience in advising clients throughout the Midwest, and across the nation. They 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 ManagementInsurance & Protection StrategiesLiabilities & DebtsQualified Retirement Plans & IRA Distribution PlansCorporate Executive Stock Option PlanningBusiness Succession PlanningDurable Power of AttorneyGifting Strategies to Children & DescendantsCharitable Gifting During LifeTitling of Assets / Estate ManagementExecutor / Successor Trustee IssuesDistribution Plan to Spouse / Beneficiaries at DeathCharitable Inclinations at DeathThe 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, they strive to provide their clients every opportunity to fulfill those goals.Securities offered through First Allied Securities, Inc. 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.
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