Caratel Financial Services

Click here to see pictures from Barry's recent climb of Mount Rainier benefiting Big City Mountaineer's Summit For Someone charitable program.

The sooner you begin the Financial Plannng Process, the sooner you will begin to see the benefits.

Caratel Financial Services, Inc. is a Comprehensive, Fee-Only Financial Planning and Wealth Management firm offering Personalized, Integrated financial answers in a relationship-based environment..

We invite you to come and learn more about Caratel within these pages.

What is Fee-Only Financial Planning?
What We Do
About Us
How We Charge
Before the First Meeting
New and Notes (Caratel's quarterly newsletter)

Click here to go directly to the latest issue (PDF file)

Contact Information

Your questions, comments, thoughts, concerns and musings are welcome.

Postal address
8201 Peters Road Suite 1000 Plantation, FL, 33324	Connecticut Clients Telephone: (860) 567-2567
Telephone: (954) 916-2622 Fax: (954) 206-0872

Click for Driving Directions

Electronic mail: info@caratel.com

Caratel Financial Services, Inc. is a Registered Investment Advisor in Florida and Connecticut.
This site is designed for educational purposes only. The information contained herein is not an offering of specific investment advice.

CFP^TM, CERTIFIED FINANCIAL PLANNER^TM, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

"Fee-Only" and the "FO" logo are federally registered services marks of the National Association of Personal Financial Advisors.