Cuba Financial Group

Financial ServicesMissouri, United States2-10 Employees

Cuba Financial Group is a wealth management firm with 40 years of experience in advising clients throughout the Midwest, and across the nation. We are a team of independent Certified Wealth Strategist® professionals that address and effectively manage some of the most complex wealth issues faced by high net worth individuals today. Cuba Financial Group works with clients and their families to address these complex wealth issues:

Asset & Investment Management
Insurance & Protection Strategies
Liabilities & Debts
Qualified Retirement Plans & IRA Distribution Plans
Corporate Executive Stock Option Planning
Business Succession Planning
Durable Power of Attorney
Gifting Strategies to Children & Descendants
Charitable Gifting During Life
Titling of Assets / Estate Management
Executor / Successor Trustee Issues
Distribution Plan to Spouse / Beneficiaries at Death
Charitable Inclinations at Death

The Mission of Cuba Financial Group is to provide clients and their families the means to live out their life’s purpose. Advising and managing clients’ financial issues, we strive to provide their clients every opportunity to fulfill those goals.

Securities offered through First Allied Securities. A Registered Broker/Dealer. Member FINRA/SIPC [FINRA.org/SIPC.org]. Advisory services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Sign up for free to view info

Email Format Employee directory