Professionals Team

Trusted Financial Consultants

Let’s discuss about how we can help make your financials better

Request a consultation

MAKE AN APPOINTMENT

Financial Specialist

Itala Pulido

As your Financial Specialist (Accounting and Taxes), I oversee financial operations, ensuring compliance with tax regulations, and managing accounting, taxes, payroll, bookkeeping, and notary public services. I work closely with all my clients to maintain accurate financial records and prepare financial statements and tax returns. I have a strong understanding of financial regulations and compliance requirements, which is essential, as well as excellent communication and interpersonal skills. I have a critical role in ensuring the financial health and compliance of your businesses as well as you individually.

Insurance and Business Specialist

Jose Mendieta

As your Insurance and Business Specialist, I provide expert guidance and advice to your businesses and to you as an individual on insurance and risk management matters. I assess all my client’s insurance needs, develop customized insurance plans, negotiate policy terms and coverage, and work closely with insurance providers to ensure that you are adequately covered against potential risks. I have a strong understanding of insurance products and risk management principles, excellent communication and negotiation skills, and the ability to build and maintain strong relationships with my clients and insurance providers. Overall, I help businesses and individuals navigate the complex world of insurance and risk management. Areas covered: Life Insurance, Health Insurance, Retirement, Public Notary, and Incorporation of Corporations