Incera & Associates

2100 Salzedo Street Suite 301a
Coral Gables, FL (Florida) 33134-4323

(305) 442-0888 (Primary Phone)

Business Details

Roberto Incera (Owner)

Products:	403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries
Services:	Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Educational Planning, Asset Protection, Cash Flow Management, Cash Management, College Planning, College Saving, E-Services, Education Planning, Estate Conservation, Estate Preservation, Inheritance Planning, Internet Services, Life
Professionals on Staff:	Analysts
Certifications:	Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor
Sales Volume:	500K
Employee Size Range:	4 (appx)

Additional Categories

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North American Industry Classification System (NAICS) Categories:

Standard Industry Classification (SIC) Categories:

Pension, Health, And Welfare Funds > Profit Sharing Plans > Pension & Profit Sharing Plans

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