We use an integrated approach to recommend strategies and solutions that best fit your personal and commercial needs, while also educating you on financial concepts and products, taking the mystery out of investing, insurance, estate conservation, and wealth preservation.
We are a team consisting of Investment Adviser Representatives (IA-Rep). Regulated by the U.S. Securities & Exchange Commission, we must adhere to a “fiduciary standard of care,” meaning we have a legal duty to provide investment advice that is in the “best interests” of our clients. It’s a higher standard of professional diligence required of registered representatives.
At Fulcro Fiducial, we are a team of financial professionals dedicated to understanding your needs and goals.
What We Cover and How We Protect You
Our Services
Financial Advisory & Consulting
-
Investment Products & Asset Allocation
-
Wealth Accumulation & Preservation Strategies
-
Retirement Accumulation & Income Strategies
Financial Planning
-
Personal Financial Planning
-
Business Planning
-
Estate Planning
Risk Management
-
Insurance Needs Analysis & Family Security
-
Business Insurance Planning
-
Tax-Financial Management
*All investing involves risk, including the possible loss of principal. For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.
Old San Juan
Branch
204 San Francisco Street Los Muchachos Building Old San Juan, PR 00901
Phone:
939-450-5247
Mon-Fri:
9:00 AM - 5:00 PM
Georgia
Branch
47 Perimeter Center East Suite 100
Atlanta, GA 30346
Phone:
404-689-3405
Mon-Fri:
9:00 AM - 5:00 PM
Fulcro Fiducial Contact
*Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Hato Rey
Main Office
420 Avenue Ponce
de León Suite 313
San Juan, PR 00918
Phone:
(939) 450-5247
Toll-Free:
(939) 716-0008
Mon-Fri:
9:00 AM - 5:00 PM
