December 5, 2025 | Category: Banking

You are part of this story! Fifteen years ago, we set out to transform the financial experience and, together, we achieved it.

Popular One was created with the purpose of offering much more than just financial products. Our clients now experience financial planning that is clear, personal, and strategic.

As a Popular One customer, you receive integrated financial services such as financial planning, private banking, investments, and insurance—supported by advice from our professional experts. We focus on offering tailored solutions to help you reach your financial goals. Banco Popular, the leading financial institution in Puerto Rico, provides a broad range of products and solutions, making Popular One a truly comprehensive and distinctive option on the island.

Constantly evolving

Since 2010, Popular One’s offerings have evolved; we continuously deliver greater benefits and adapt to new expectations. Additionally, we remain committed to our core vision, which focuses on your financial planning and financial well-being as our guiding principle.

Popular One employs a team of highly trained professionals with certifications and titles across various specialties, all operating under a strict code of ethics. This team includes lawyers, Certified Public Accountants (CPAs), and Certified Financial Planners (CFPs).

Our team is dedicated to understanding each customer’s unique needs and circumstances to offer unbiased advice on solid financial management and asset protection. At Popular One, we distinguish ourselves from other providers by giving comprehensive, holistic support to our clients.

A well-rounded service

Popular One’s financial planning services are comprehensive and tailored to each person’s unique situation, guiding them to make informed decisions to reach their financial goals. These services include:

  • Budget analysis
  • Investment asset allocation review
  • Investment portfolio management
  • Risk management
  • Dependents’ education planning
  • Retirement planning
  • Business succession planning
  • Estate distribution strategies
  • Divorce and/or disability planning

Looking ahead, at Popular One, we plan to continue adapting to new trends in sustainability and advanced personalization. Our goal is to remain a leader by innovating in products and services and ensuring each customer has a memorable experience that reflects the financial sector’s value and growth.

For more information about Popular One, please call 787-281-7272, visit www.popularone.com, or stop by one of our eight service centers located in Condado, Hato Rey (Popular Center), San Patricio Gallery, El Señorial, Dorado, Manatí, Ponce, and Mayagüez.

1

Popular One is a program that offers integrated private banking, investment, insurance, and financial planning services that is available to customers with deposits and/or investments of $500,000 or more, as well as those who deposit $600,000 or more annually into their personal accounts at Popular.

2

Investment products and services are provided by Popular Securities, LLC, a registered broker-dealer, member of FINRA and SIPC. Investment advisory services are offered through Popular Securities, LLC, a registered investment advisor. Popular Securities, LLC is a subsidiary of Popular, Inc. and an affiliate of Banco Popular de Puerto Rico. Neither Popular Inc. nor Banco Popular de Puerto Rico are registered securities brokers or registered investment advisors. Insurance products and services are provided by Popular Risk Services LLC, a subsidiary of Popular, Inc. and an affiliate of Banco Popular de Puerto Rico. Popular Inc. and Banco Popular de Puerto Rico do not offer, underwrite or issue insurance products.

3

Insurance and investment products are not insured by the FDIC or other federal government agencies, nor are deposits or obligations of, or guaranteed by, Banco Popular de Puerto Rico, its affiliates, and/or subsidiaries; they involve risk and could lose value, including the loss of principal. 

4

The cost of the financial plan may vary based on the selected plan. The suggestions and recommendations in the customer’s financial plan are meant as guidance and do not guarantee the performance of any insurance or investment product purchased based on those recommendations. Banco Popular of Puerto Rico, along with its subsidiaries and affiliates, does not provide legal, accounting, or tax advisory services. If you need legal, accounting, or tax advice, please consult a qualified professional in those areas.