Customized Financial Plans
Comprehensive, Fee-Only, Financial Planning and Wealth Management
One size does not fit all. We create thorough, individualized financial plans oriented around your specific situation and goals. No boilerplates or computer generated solutions – it’s personalized. Caratel is registered in Florida and Connecticut. Our Initial Consultation is free.
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We are independent, Fee-Only Advisors committed to your best interest. Working without commission, sales, or kickbacks means you can trust our motives… we are wholly on your team.
Whatever your wealth management or investment needs Caratel Financial Services, Inc. provides comprehensive financial expertise in a relationship-based environment. Experienced and ethical, we plan for your success.
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Caratel Financial Services, Inc. is a Registered Investment Advisor in Florida and Connecticut. This site is designed for educational purposes only. The information contained herein is not an offering of specific investment advice.
CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. “Fee-Only” and the “FO” logo are federally registered services marks of the National Association of Personal Financial Advisors.