Doctora Cely
Financial Service
Why pick this one
Martha Cely has over 18 years of experience empowering Latino families with financial strategies in the United States.
Best for
- Latino families seeking financial planning
- individuals needing tax planning assistance
Look elsewhere if
- those looking for services outside of financial advisory
- clients seeking budget-based financial solutions
Specialties
- IUL (Indexed Universal Life)
- anualidades indexadas
- contabilidad
- planificación fiscal
- Living Trust
What makes them different
- focuses on the Latino community in the U.S.
- provides personalized financial strategies
- has over 18 years of experience guiding families
- offers expertise in tax planning for individuals with ITIN
- Years in business
- 18
- Serves
- United States
Distilled from this business's own website.
Contact & Location
- Address
- 6000 Fairview Rd, Charlotte, NC 28210-0209
- Phone
- +17048102080
- Website
- https://marthacely.com/agenda-tu-cita/
- comunicaciones@marthacely.com
Services
- financial services
- personalized financial advisory