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Calles Financial

2655 Le Jeune Road, PH 2D
Coral Gables, FL 33134

Phone:

(305) 442-6793
(305) 442-4623
(800) 531-3576

Fax:

(305) 442-4512

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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Customized Financial Solutions Based on Your Needs

With an emphasis on personalized service and high ethical standards, the advisors at Calles Financial work with major insurance and financial services companies to provide balanced and objective strategies to the individual and business needs of our clients.

Among the products and services available to you through Calles Financial:

  • Financial Planning*

  • Money Management

  • Estate Planning and Business Succession Planning

  • Retirement Plans: including 401(k), profit sharing, SEP, SIMPLE, defined benefit and non-qualified deferred compensation plans.

  • Business Planning: including key employee plans, group benefits, executive compensation plans, and executive fringe benefit planning.

  • Individual Life Insurance

  • Annuities: tax-favored products to help build wealth and provide income during retirement years.

  • Disability Income Protection

  • Investment Services: provided by Ameritas Investment Corp., a full-service broker/dealer supported by trained and licensed representatives.  Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck.

Serving our clients first... last...and always!

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck