CFS of Puerto Rico, Inc

CFS of Puerto Rico, Inc CFS of Puerto Rico Inc. offers many all-encompassing financial services for our clients. Registered associates of CFS of Puerto Rico, Inc.

are registered representatives of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corp., Member SIPC. CFS of Puerto Rico, Inc. is not an affiliate of Lincoln Financial Securities.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
12/01/2024

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Consider preparing for 30 years in retirement. Are your assets ready?
09/01/2024

Consider preparing for 30 years in retirement. Are your assets ready?

Estimate your monthly and annual income from various IRA types.

Are you overpaying your ? Here’s five overlooked .
07/01/2024

Are you overpaying your ? Here’s five overlooked .

Five overlooked tax deductions to help manage your tax bill.

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece...
05/01/2024

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

Lifestyle inflation can be the enemy of wealth building.
02/01/2024

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Does your business have a retirement strategy that fits your short, long-term needs?
31/12/2023

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

There are ways to protect your business in the event of your death or the death of a partner.
29/12/2023

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn mo...
26/12/2023

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
24/12/2023

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:
22/12/2023

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?
19/12/2023

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

It’s possible to avoid these classic traps, with a little preparation.
17/12/2023

It’s possible to avoid these classic traps, with a little preparation.

Beware of these traps that could upend your retirement.

Dirección

317 Villa Nevarez, Carrera 21
San Juan
00927

Horario de Apertura

Lunes 09:00 - 17:00
Martes 09:00 - 17:00
Miércoles 09:00 - 17:00
Jueves 09:00 - 17:00
Viernes 09:00 - 17:00

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