PRIETOCRUZ ADVISORS, LLC
MIAMI, FLORIDA

PRIETOCRUZ ADVISORS, LLC is a seasoned financial advisory firm established in Miami, Florida, since March 3, 2016. Managed by Ariel D. Cruz and Luis Prieto, the company focuses on delivering personalized financial planning services, emphasizing conservative wealth growth strategies tailored to individual client needs. Over its history dating back to 1999, PRIETOCRUZ ADVISORS has cultivated a reputation for fostering long-term relationships with clients ranging from family individuals to business owners. Operating as part of Raymond James' network since 2016, the firm is dedicated to maintaining high standards of integrity and client-first service. The advisory team is well-versed in various financial domains including retirement planning, education funding, estate management, and insurance solutions, offering custom-fit strategies across diverse market conditions. Luis Prieto's extensive experience as a financial advisor, with previous roles at Citibank, Citicorp Investment Services, and Wells Fargo Advisors, enriches the firm’s depth of expertise. PRIETOCRUZ ADVISORS places significant value on understanding clients' unique circumstances to create bespoke financial plans serving both short-term and long-term objectives. The partnership with Raymond James equips them with robust resources and a culture promoting independence, aiding in devising innovative, resilient solutions for clients’ financial challenges. Clients outside the United States should note that securities and tax regulations may differ from U.S. jurisdictional guidelines, and PRIETOCRUZ ADVISORS, LLC operates under Florida state registration (State File Number: FL16000043711). The firm's operational base is located at 460 SW 18th Ter., Miami, FL, 33129, with additional contact through phone numbers (305) 440-1150 or (877) 752-2237. More information can be found on their website prietocruzadvisors.com.