Finaccess Advisors Llc
Finaccess Advisors, LLC (“Finaccess Advisors”, ”) is registered with the Securities and Exchange Commission (“SEC”) as an investment adviser and primarily offers investment advisory and wealth management services. Furthermore, Finaccess Advisors furnishes advice to clients on matters not involving securities, such as financial planning matters, retirement planning, trust services that often include educational services. Finaccess Advisors provides personalized confidential financial planning, investment management, financial advisory and wealth management services to individuals, corporations, and trusts worldwide. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, review of insurance needs, investment management, retirement planning, and educational services.
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Verified contacts
9
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
22
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DM
Diego Martinez
Director of Treasury and Client Services · Finance & Accounting
EmailPhone - MC
Martha Caballero
Financial Analyst · Finance & Accounting
EmailPhone - CC
Cynthia Cantello
Concierge & Lifestyle Client Service Officer · Other
EmailPhone
Showing 3 of 9 verified contacts
Top roles at Finaccess Advisors Llc
9 distinct titles indexed · top 9 shown.
- 1advisor
- 1assistant
- 1chief executive officer
- 1concierge & lifestyle client service officer
- 1director of treasury and client services
- 1financial analyst
- 1porfolio manager
- 1portfolio analyst
- 1portfolio manager
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