Investments

 
At Coconut Grove Financial Services, we make a serious investment in each and every client. We help clients identify their financial goals and work together to build a unique and comprehensive investment strategy.

Services include:

  • Financial Planning
  • Retirement Planning
    • IRA’s
    • Roth IRA’s
    •  401(k)
    •  Rollovers
    •  Transfers
  • Tax Exempt & Deferred Strategies
  • Annuities
    • Fixed
    • Variable
    • Indexed
    • Immediate
  •  Life Insurance
  • 1031 Exchange Qualified Investments
  • Mutual Funds
  • Stocks & Bonds
  • College Planning
Alvaro Jiron
Vice President
Infinex Investment Consultant
Coconut Grove Financial Services
2701 South Bayshore Drive
Miami, Florida 33133
305.759.6911
ajiron@infinexgroup.com
 
Our trusted advisor, Alvaro Jiron, specializes in financial planning, retirement income, asset protection and wealth transfer strategies. With nearly two decades of experience Alvaro has worked with some of the world's leading financial institutions, including J.P. Morgan Chase, Merrill Lynch, and Charles Schwab. Alvaro is a graduate of the University of Florida's Warrington College of Business and carries the following investment registrations and insurance licenses: Series 7, Series 66, Florida Life Health and Variable Annuities. Alvaro is also an Investment Advisor Representative (IAR).

Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Coconut Grove Financial Services is a trade name of Grove Bank & Trust. Infinex and Grove Bank & Trust are not affiliated. Products and services made available through Infinex Financial Group are not a deposit, not insured by any government agency, not FDIC insured, not guaranteed by the bank, and may go down in value.


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