Welcome!
Velasco Guzman is an independent, fee and commission-based personal money management company.
We are committed to building lifelong relationships with clients based on honesty, prompt service and results. We use the best research, tax credits, tax deductions and other money management strategies to make sure the client and his family have a secure and strong financial foundation.
If you need expert financial guidance, we'd be happy to help.
We specialize in the following areas:
Personal Planning & Funding Services
- College Funding
- Estate and Wills (through a third-party)
- Retirement Funding
- Federal & NY StateTax Preparation
- 401(k), IRA Plans and Private Pensions
- Consumer Debt Restructure
- Financial Position Statements Preparation (Budget, Balance Sheet, Networth)
- Personal Finance Workshops
Insurance & Annuities Brokerage Services
- Term and Permanent Life Insurance Policies
- Long-term Care Policies
- Annuities
We would be delighted to help you achieve your personal financial goals.
Please call us, email us or text us for a no-obligation introductory consultation!
