PSR Assurance is a trusted financial advisory firm based in Puerto Rico, dedicated to helping individuals, employees, and business owners plan with confidence.
With over 15 years of experience and MDRT-certified advisors, we provide personalized strategies focused on retirement planning, tax efficiency, and long-term financial security.
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Our services include retirement planning to help clients build a dependable income for the future, estate planning to preserve and transfer wealth, and annuities to ensure steady post-retirement income.
We offer income protection solutions to safeguard against unexpected events, along with tax reduction strategies that help retain more of your earnings. We also assist with IRAs, 401k rollovers, risk management, corporate governance support, long-term care planning, life insurance, and final expense preparation.
At PSR Assurance, we offer more than financial services—we build partnerships that grow with you.
