Financial Planning
Planning for the future is the key to achieving peace of mind. Our trustworthy, highly qualified team of experts can help you organize your present to secure a better future.
LEARN MOREPopular One provides you the peace of mind that comes from having your financial affairs in order. A multidisciplinary group of experts will personally guide you, designing a plan that harmonizes your goals along your different life stages.
Planning for the future is the key to achieving peace of mind. Our trustworthy, highly qualified team of experts can help you organize your present to secure a better future.
LEARN MOREYour financial affairs deserve personalized service because your needs are unique. Our Private Bankers are at your service and ready to fulfill your banking needs.
LEARN MOREOur financial consultants combine their knowledge with an extensive offering to create a tailored investments plan to advance towards your goals.
LEARN MOREYou value many things in life. Having the assurance that all are protected at all times will give you peace of mind.
LEARN MOREMarch 3, 2023
Para muchos, mantener al día sus cuentas financieras puede resultar en una tarea complicada. Sin embargo, lo que muchos desconocen es que existen plataformas digitales como eMoney, de eMoney Advisor, LLC.
LEARN MOREMarch 3, 2023
Planning for your retirement is a must if you want to achieve your financial goals and freedom during that life stage.
LEARN MOREFebruary 6, 2023
What does fantasy football have to do with investing? Well, your “logical explanation” might have caused you to miss this year’s performance of 24-year old quarterback Jalen Hurts, who was drafted by the Philadelphia Eagles in 2020. And it might also cause you to “over-pay” for two-time MVP quarterback Patrick-Mahomes, whose recent Super Bowl ring sure looked tempting.
LEARN MOREDecember 14, 2022
Technology enables immediate access to everything wherever and whenever we want it. In many cases, such as staying in touch with friends and family, or learning about world events, that’s a good thing. However, when it comes to investing and money management, my fear is that faster and easier ways of investing will allow people to lose more money faster and easier.
LEARN MOREAugust 24, 2022
With events such as earthquakes in 2020 and Hurricanes Irma and Maria in 2017, the last five years have changed our lives and shown us that preparation and planning are vital to protect a business.
LEARN MOREJune 3, 2021
If the past year has taught us anything, it's that we must be prepared for the unexpected. Early planning and timely action will bring peace of mind, knowing that your family and assets are protected from different adverse scenarios.
LEARN MOREBanco Popular de Puerto Rico, its subsidiaries and affiliates do not offer tax, legal or accounting advice. If you would like to receive legal, tax or accounting advice, you should consult a professional specialized in these areas. Investment products and services are offered by Popular Securities LLC, registered broker dealer and member of FINRA and SIPC. Investment products are not insured by the FDIC, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico and may lose value. Insurance products and services are offered by Popular Risk Services an Insurance broker duly licensed by the Office of the Commissioner of Insurance of Puerto Rico. Popular and Banco Popular de Puerto Rico are not registered brokers. Insurance products are not FDIC insured, or other government agencies, are not deposits or obligations and are not guaranteed by the Bank or its subsidiaries or affiliates. Some insurance products may lose value. Popular Securities and Popular Risk Services are subsidiaries of Popular and affiliates of Banco Popular. Popular One is an integrated services platform through which Popular Securities and Popular Risk Services are offered.
Wealth Management services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular.