Description
PSR Assurance is a leading financial advisory firm based in Puerto Rico, proudly serving individuals, employees, and business owners with expert financial guidance. Our team of MDRT-certified advisors brings deep knowledge, integrity, and a personalized approach to every client relationship. We understand that financial planning isn’t just about money—it’s about protecting what you’ve built and planning confidently for what’s ahead.
With over 10 years of experience, we’ve helped countless clients secure their future through customized, strategic financial solutions. Whether you’re looking to retire comfortably, manage risk, or reduce taxes, we’re here to make your financial goals achievable and clear.
Our core consultation services include:
- Retirement Planning
- Estate Planning
- Annuities
- Income Protection
- Tax Reduction Strategies
- Rollovers
- Individual Retirement Accounts (IRAs)
- Risk Management
- Corporate Governance Support
- Long-Term Care Protection
- Life Insurance
- Final Expense Planning
At PSR Assurance, we believe in clarity, trust, and long-term results. Every plan we build is tailored, transparent, and focused on helping you grow and protect your wealth—today and for the future.
Fact sheet
Company contacts
- Jonathan Pacheco Rivera
- Founder
Products & services
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