Poinciana Advisors Group, LLC Information

We are Poinciana Investment Advisors, and we help you optimize asset class investing while keeping a year-round, tax-conscious eye on your investments. Our array of services include; maintaining globally diversified investment portfolios; building customized bond portfolios for fixed income investors; planning for retirement and other major life events; managing qualified retirement plan assets; and meeting risk management needs through appropriate insurance applications. We work as a team, offering you a full range of resources to help you make sound investment decisions, using in-house expertise or carefully selected alliances that best serve your needs. Our goal is to give you an accurate picture of your options and how they will contribute to your plan. Let us connect with you and add value to your life.