We are an independent financial services firm based in Providence, RI. We currently serve hundreds of valued clients across Rhode Island, Massachusetts, New Jersey and Texas. For over 10 years, we have provided guidance in various financial planning areas.
Before establishing the firm, everything started with Miguel Bacata ‘s life story: a journey of resilience and success. A proud Latino and Colombian who arrived in the United States in 2015.
Miguel’s journey has been challenging but fueled by a profound desire to assist people in achieving their dreams without financial limits. This brand is not tailored for those content with their current lives; it’s designed for those who are eager to learn and make informed financial choices to transform their lives positively.
We strongly believe that success knows no barriers. When you believe in what you want and take action, your dreams come true. We are here to accompany you in that journey!
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