Luis Miguel Financial is a client-centric financial planning firm dedicated to empowering individuals to make informed financial decisions. Their mission is to provide personalized and comprehensive financial planning that aligns with their clients' life goals and future aspirations. The firm operates as an affiliate of a larger financial institution, with securities and advisory services offered through Cambridge Investment Research, Inc., a registered broker-dealer and investment adviser. This structure allows them to provide a range of services including retirement planning, investment management, insurance solutions, and estate planning.

Founded in

Canada