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.
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Popular 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.
Banking
Your financial affairs deserve personalized service because your needs are unique. Our Private Bankers are at your service and ready to fulfill your banking needs.
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Our financial consultants combine their knowledge with an extensive offering to create a tailored investments plan to advance towards your goals.
LEARN MOREInsurance
You value many things in life. Having the assurance that all are protected at all times will give you peace of mind.
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Family foundations: More than charitable donations
November 18, 2024
Many affluent individuals view the family foundation as a means for meeting specific philanthropic goals. For some, it creates visible evidence of a donor’s charitable intent. In addition, a family foundation may serve unique purposes within the confines of familial walls: it can assist a donor in maintaining the integrity of their charitable intent for many years into the future, inspire the character, sense of community, and love of knowledge in future generations.
LEARN MOREPopular One offers a comprehensive, personalized approach to financial planning
September 25, 2024
At Popular One, clients can receive private banking, financial planning, investment, and insurance services under a single structure.
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It’s Going Down: An Update on Interest Rates
November 6, 2024
The Fed and the market that the federal funds rate is currently well above the so-called “neutral rate” and should decline going forward.
LEARN MOREWhat to do when markets drop
September 15, 2024
Market drops can be tough, but investing in stocks has proven to be a smart long-term strategy for many, despite recent downturns.
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Popular offers integrated financial solutions for healthcare professionals in Puerto Rico
December 20, 2024
Popular has developed a specialized program to cover the financial needs of healthcare professionals, both in their personal and professional lives. The goal is to facilitate the management of their finances...
LEARN MORE7 Things You Need to Know About Medicare
September 11, 2024
Heading into your retirement years brings a slew of new topics to grapple with, one of them being Medicare. Planning for your medical expenses will help you keep your financial plan on track; after all, it is estimated that 90% of your lifetime’s medical expenses will be incurred, during retirement.
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.
Our private banking services are available to customers who maintain $500,000 or more in deposits and/or investments or who deposit an average of $50,000 or more per month into their personal accounts at Popular.
