Cela Advisors | Contact

Phone: 305.667.8123 ■ Fax: 305.667.8126 ■ Email: info@celaadvisors.com

Address: 9100 S. Dadeland Blvd., Suite 1500, Miami, FL 33156

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We would like to know a little more about you.
Please provide some basic information about yourself:
1) Have you worked with a financial advisor/planner before?	Yes No
2) If so, in what capacity did he work with you?
3) What types of accounts do you currently have?
4) Do you regularly contribute to your retirement account(s)(IRA, Roth IRA, 401K, 403b)?	Yes No
5) Do you keep track of annual returns on your investments?	Yes No
6) Have you done any Estate Planning?
a. Is this an area that interests you?
7) Do you have a specific question, issue, or concern that you would like our help with? If yes, please elaborate:
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