Carlos Contreras, ChFC®

Carlos Contreras, ChFC®

  • 20900 NE 30 Ave, Suite#800
  • Aventura, Florida
  • 33180

Description

In addition to financial services for high net worth individuals, executives, widows, and retirees, as a independent fee-based SEC registered investment adviser (RIA) FMSA can provide financial advisory services for your firm's or practice's retirement account, including 401(k) accounts, profit sharing trusts, and SEP accounts. FMSA acknowledges in writing, our role as an ERISA fiduciary, providing safe harbor protection for plan fiduciaries.

Fact sheet

Company founded
1998
Number of employees
5-10
Annual revenue
1M-2.5M

Products & services

business finance financial advice fiduciary retirement planning

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