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Crafting Personalized Financial Strategies Since 1983

Empowering Your Legacy

You've worked hard to get where you are today - you want to be smart about how to use your resources to benefit your family going forward. For 36 years, we have been helping our clients put insight into action.

Personal Wealth Management

Our clients benefit from a cutting-edge team of financial advisors that has a clear and comprehensive vision of wealth management, providing solutions for the many issues affluent individuals face today.

Our Team Approach

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

Are You Retirement Ready?

At Cuba Financial Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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