About
Paulimar Financial Services offers financial planning and investment services to individuals and families in southern Florida. (954) 880-0091
Paulimar Financial Services is the corporate entity of Paul Perez, who founded the company to help individuals and families change their perception of financial obstacles to instead see them as opportunities. We work closely with you, as your licensed financial professional, to evaluate your current financial position and investments, and then to help you realize the financial security you desire. We have more than two decades of experience, and we believe in integrity and in helping people a...
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Services
investment management
asset management
investment advisory services
mutual funds services
investment services
financial planner
investment trust consulting services
retirement planning services
stocks
estate planning consulting services
Portfolio Management
portfolio manager
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Contact
Current Hours
- Sun CLOSED
- Mon 8:30 AM - 6:30 PM
- Tue 8:30 AM - 6:30 PM
- Wed 8:30 AM - 6:30 PM
- Thu 8:30 AM - 6:30 PM
- Fri 8:30 AM - 6:30 PM
- Sat CLOSED
-
Thu 8:30 AM - 6:30 PMOPEN NOW
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Detailed Information
- Location TypeHQ
- Opening Date2009
- Annual Revenue Estimateunknown
- SIC Code show
- Employees5 to 9
- Contactsshow
- Marketing Consultant/Website Development from Rocky Dog Marketing Terrence Smalley
- Phone 954-826-7148
- Email [email protected]
- Principle Paul Perez
- Phone 954-880-0091
- Email [email protected]
- Fax 954-333-3835