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RIA · CRD 332437State-Registered Investment Adviser

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NEGRON-RAMOS LLC

Negrón Ramos Wealth Management (Negrón-Ramos LLC) is a Registered Investment Adviser offering comprehensive financial and tax planning. Services include...

Overview

Negrón Ramos Wealth Management (Negrón-Ramos LLC) is a Registered Investment Adviser offering comprehensive financial and tax planning. Services include investment advisory, tax planning, retirement planning, risk management, and estate/succession planning for individuals, families, and businesses. The firm integrates these areas into one strategic solution and operates under a fiduciary duty to act in clients' best interests.

General information

Firm type

RIA

Year founded

2017

Location

Country

Puerto Rico

City

San Juan

Principals

Iván Negrón Ramos

CPA/PFS, JD, MAcc

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