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Meet Our Team

Putting You First in Every Decision

As a team of Certified Wealth Strategists and Accredited Investment Fiduciaries, Cuba Financial Group is committed to helping you navigate the complex world of managing wealth. We believe our full-service team approach adds a broader perspective to all we do and provides increased financial planning benefits to our clients. At Cuba Financial Group, we have more than 130 years of combined experience in financial planning services to clients and are dedicated to building lasting relationships based on trust and a personalized approach that meets your unique needs and goals.

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Our Approach

We offer a no-pressure relationship based on independent, fiduciary advice that puts your needs first.

Our Approach

Contact Us

Contact us today and let us help you navigate your finances so you can live a comfortable and purposeful life.

Contact Us Today

Our Services

Caring, personalized service from our advisors and our team, designed to deliver delightful experiences.

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