At Garrel Financial, we focus on helping successful U.S. and Latin American-based families and business owners with a variety of complex financial and estate planning needs. With locations in Brickell, Key West and New York City, we guide our clients to reach their financial goals. Utilizing an education-centric approach, we provide our clients with comprehensive information about their financial options, empowering them to make wise decisions about their wealth.
We bring our own expert resources to the table, or work with existing financial teams to define and execute holistic strategies. No matter where our clients are on their financial journey, we'll meet and guide them on the right path forward.
Joseph M. Garrel is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, NY, NJ, MA, PA, GA, CT, MD, VA, NC, SC, MI, MN, WI, TX, CO, AZ, OR, WA & CA (CA Insurance Lic # 0E30172).
We bring our own expert resources to the table, or work with existing financial teams to define and execute holistic strategies. No matter where our clients are on their financial journey, we'll meet and guide them on the right path forward.
Joseph M. Garrel is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, NY, NJ, MA, PA, GA, CT, MD, VA, NC, SC, MI, MN, WI, TX, CO, AZ, OR, WA & CA (CA Insurance Lic # 0E30172).
Services
Joseph M. Garrel is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, NY, NJ, MA, PA, GA, CT, MD, VA, NC, SC, MI, MN, WI, TX, CO, AZ, OR, WA & CA (CA Insurance Lic # 0E30172).
No insurance business may be conducted outside these states referenced.
Joseph M. Garrel is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor, offering investment advisory services in the states of FL, NY, NJ, MA, PA, GA, CT, MD, VA, NC, SC, MI, MN, WI, TX, CO, AZ, OR, WA & CA.
No insurance business may be conducted outside these states referenced.
Joseph M. Garrel is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor, offering investment advisory services in the states of FL, NY, NJ, MA, PA, GA, CT, MD, VA, NC, SC, MI, MN, WI, TX, CO, AZ, OR, WA & CA.
One of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need.
In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1: Everyone is different, so it's important for me to learn as much about you as possible.
In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead.
I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.
Step 1: Everyone is different, so it's important for me to learn as much about you as possible.
Joseph Garrel is the principal of Garrel Financial & Insurance Services (GFIS).
GFIS is a full-service boutique financial services firm that launched 18 years ago in New York City.
The company acquired a second office in Brickell, Florida three years ago, and expanded to a third location in Key West, FL.
Joe has assumed the primary responsibilities of the prior adviser, Phillip N. Miani, CLU, ChFC, who retired after 50 years of practicing.
Joe focuses on holistic financial planning, wealth management, estate planning, and strategies and benefits for small businesses.
GFIS is a full-service boutique financial services firm that launched 18 years ago in New York City.
The company acquired a second office in Brickell, Florida three years ago, and expanded to a third location in Key West, FL.
Joe has assumed the primary responsibilities of the prior adviser, Phillip N. Miani, CLU, ChFC, who retired after 50 years of practicing.
Joe focuses on holistic financial planning, wealth management, estate planning, and strategies and benefits for small businesses.
Here at Garrel Financial & Insurance Services, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle.
Taking into account personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
When assessing your retirement plan solutions, it's critical to understand the various strategies and retirement structures.
From Safe Harbor 401ks, simple IRAs, SEP IRAs, profit sharing plans, defined benefit to cash balance plans, the list of options can be quite daunting.
Taking into account personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
When assessing your retirement plan solutions, it's critical to understand the various strategies and retirement structures.
From Safe Harbor 401ks, simple IRAs, SEP IRAs, profit sharing plans, defined benefit to cash balance plans, the list of options can be quite daunting.
Garrel Financial & Insurance Services provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages of life.
Taking into account your needs, goals and risk tolerance, we will work with you to bring clarity to where you're going and how to get there.
Some of our key services are detailed below.
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs.
Taking into account your needs, goals and risk tolerance, we will work with you to bring clarity to where you're going and how to get there.
Some of our key services are detailed below.
We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs.
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