Paulo Financial Advisors, LLC

Paulo Financial Advisors offers investment management, financial planning, and consulting services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. For investment management, Paulo Financial will manage client accounts on a discretionary or non-discretionary basis. Financial planning services analyze a client's financial condition, investment goals, and risk tolerance to provide advice. Consulting services offer consultations on portfolio matters, estate planning, and retirement planning.