Felipe Financial

Felipe Financial Financial consultant in

Felipe Financial is a unique financial consulting service operating exclusively on Sundays from 3 PM to 6 PM in the America/New_York time zone. This limited availability suggests that Felipe Financial caters to clients seeking flexible weekend consultations, which could be ideal for busy professionals or individuals with tight weekday schedules. Although there is no average rating provided, the business's niche operational hours indicate a potentially personalized and focused service experience.

Services Offered

• Financial Planning
• Investment Strategy
• Retirement Planning
• Tax Advisory
• Portfolio Management

Cost Range

While specific pricing details aren't provided, financial consultancy services typically range from $100 to $300 per hour. It's advisable to contact Felipe Financial directly for precise quotes tailored to individual financial needs.

Local Tips

• Schedule an appointment in advance due to limited service hours to ensure availability.
• Prepare any relevant financial documents or questions beforehand to maximize the consultation time.
• Consider combining your Sunday visit with a leisurely day out in the area to make the most of your weekend.

FAQs

Why does Felipe Financial operate only on Sundays?

The Sunday-only schedule is designed to accommodate clients who may have demanding weekday commitments, offering them a convenient weekend solution for their financial planning needs.

How can I book a consultation?

Consultations can be booked directly through contact details provided on Felipe Financial's website or by reaching out via phone or email.

What should I bring to my consultation?

Bring any relevant financial documents, such as tax returns, investment portfolios, and retirement plans, to ensure a productive session.

Monday: Closed | Tuesday: Closed | Wednesday: Closed | Thursday: Closed | Friday: Closed | Saturday: Closed | Sunday: 3-6PM
America/New_York time zone
average rating from reviews for Felipe Financial: