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Last updated: 1 month ago
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Financial Planning
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Tax Return Preparation
About Savvy Advisors - Cindy Alvarez & Janelle van Meel
Cindy Alvarez with Savvy Wealth delivers personalized wealth management strategies that go beyond investment oversight-she invests in her clients' financial well-being. With a passion for helping indi Go to full description...
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Today: 08:00AM - 05:00PM
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Email address:
cindy.alvarez@savvyadvisors.com
Cindy Alvarez with Savvy Wealth delivers personalized wealth management strategies that go beyond investment oversight-she invests in her clients' financial well-being. With a passion for helping individuals align their priorities with tailored solutions, she builds deep, trusted relationships to guide clients through life's financial complexities. Cindy's marketing and communication background enhances her client-centered approach, ensuring transparency and adaptability at every step. She also leads a dynamic team, fostering growth and diverse insight to elevate the client experience.
Services:
Trust & Estate, Retirement Planning, 401(K) for Businesses, Foundations & Endowments, Direct Indexing, Succession Planning, Small Business Tax, Education Planning, Alternative Investments, Financial Planning, Tax Optimization, Investment Services