About Me

Financial Services Marketing Specialist

Our firm, C.A.S.H. manage affairs of our own interests as well as our strategic associations and clients. We are privately held and work in strict client confidentiality whether it be an introduction to the person or resource sought to compete a project or, we can help with independent advice for efficient financial planning, investment management and business development.

To find out more about how we can help you develop a sound financial strategy, contact us through our booking form today.

Our Team

With twenty plus years of practice with professional brokers, dealers, private capital sources, venture capital and private equity firms domestic and abroad around the globe, have created experienced advisors at your disposal. 


Their mission is to create the best financial plan to offer sound financial solutions that meet your needs and objectives. In order to ensure the best chance at success, we work closely with you to achieve your personal goals. We keep up-to-date on the latest news from the financial world, ensuring our advice is current with global investment trends.

Our Advisory Services

We are passionate and committed to providing you with high-quality services, such as your investment management, legacy planning, income tax preparation as well as estate planning. We possess the expertise and professionalism as well as the technical knowledge and licenses to conduct business with the public. We employ fully certified financial advisors who possess the necessary credentials, experience, and commitment to working on behalf of our clients.

Amenities

Free consultation

Send a Message

An email will be sent to the owner

Areas Covered

Internation

Opening Hours

Sunday

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Monday

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Tuesday

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Wednesday

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Thursday

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Friday

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Saturday

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