Nuestros Servicios

Asesoría en Inversiones

Te guiamos en la toma de decisiones de inversión para maximizar tus retornos.

  • Evaluación de riesgos

  • Diversificación de portafolio

  • Seguimiento de inversiones

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Planificación Financiera Estratégica

Desarrollamos planes financieros personalizados para alcanzar tus metas a corto y largo plazo.

  • Análisis de situación financiera

  • Definición de objetivos

  • Estrategias de inversión

A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.

Protección de Activos

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Consultoría Financiera para Pymes

Servicios especializados para optimizar las finanzas de tu pequeña o mediana empresa.

  • Análisis de flujo de caja

  • Gestión de costos

  • Optimización de recursos

Dentro de nuestra actividad, como agentes diseñamos carteras de inversión totalmente a la medida de su perfil de inversión y de la situación de los mercados financieros.

Aseguramos la protección de tu patrimonio y el de tu empresa.

  • Seguros empresariales

  • Planificación patrimonial

  • Estrategias de mitigación de riesgos

Asesoría en Financiamiento

Te ayudamos a encontrar las mejores opciones de financiamiento para tu negocio.

  • Análisis de opciones de crédito

  • Preparación de solicitudes

  • Negociación con entidades financieras

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Educación Financiera

Talleres y recursos para mejorar tu conocimiento financiero y tomar mejores decisiones.

  • Talleres personalizados

  • Webinars informativos

  • Recursos descargables

A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.
A person is sitting at a desk in front of a computer monitor displaying a financial website. The room is softly lit with natural light coming in from a nearby window. A desk lamp and a plant add to the aesthetic of the workspace. The person is holding a smartphone to their ear, appearing to be in a call.

Impulso Emprendedor: Herramientas para el Crecimiento Sostenible

Programa integral para emprendedores que buscan escalar sus negocios.

  • Diagnóstico de potencial de crecimiento

  • Definición de objetivos SMART y KPIs

  • Herramientas y recursos para el crecimiento

  • Sesiones de seguimiento y mentoría

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Planificamos tu jubilación y la de tus empleados

Beneficios impositivos

  • Deducciones en el Impuesto a las Ganancias

  • Exención en el Impuesto a los Bienes Personales

  • Los fondos acumulados son inembargables.

Opiniones Clientes

Descubre lo que dicen nuestros clientes sobre nuestros servicios financieros.

Desiré Suarez ha transformado nuestra visión financiera, brindándonos herramientas valiosas para crecer.

Juan Pérez
A group of four men in business attire are gathered around a table, examining documents laid out in front of them. They appear to be engaged in a discussion or meeting, with focused expressions and attentive body language.
A group of four men in business attire are gathered around a table, examining documents laid out in front of them. They appear to be engaged in a discussion or meeting, with focused expressions and attentive body language.

Madrid

La asesoría que recibimos ha sido excepcional, ayudándonos a mejorar nuestra salud financiera y a tomar decisiones más informadas para el futuro de nuestra empresa.

A man sits at a table in a cafe or office environment, wearing glasses and a suit. In front of him, an open laptop displays a webpage about cryptocurrency price surges. A newspaper titled 'Financial Times' lies on the table, along with a cup of coffee and a smartphone. The table surface is wooden, contributing to a cozy, businesslike atmosphere.
A man sits at a table in a cafe or office environment, wearing glasses and a suit. In front of him, an open laptop displays a webpage about cryptocurrency price surges. A newspaper titled 'Financial Times' lies on the table, along with a cup of coffee and a smartphone. The table surface is wooden, contributing to a cozy, businesslike atmosphere.
Ana Gómez

Valencia

★★★★★
★★★★★

Noticias de Blog

Impulsamos la salud financiera de emprendedores y pymes innovadoras.

People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
People walk past a large, grey stone wall featuring a prominent red and white logo of a financial institution. The scene captures individuals in business attire, some holding umbrellas or wearing headphones.
Crecimiento Sostenible

Nos especializamos en asegurar el crecimiento y la sostenibilidad financiera de tu negocio, utilizando tecnología avanzada y estrategias personalizadas para maximizar tus recursos y oportunidades.

A vintage typewriter with a piece of paper displaying the text 'STARTUP INVESTMENTS'. The typewriter is a classic model with keys in focus and the paper neatly inserted into the ribbon area.
A vintage typewriter with a piece of paper displaying the text 'STARTUP INVESTMENTS'. The typewriter is a classic model with keys in focus and the paper neatly inserted into the ribbon area.
Innovación Continua

Nuestro equipo joven y dinámico está siempre a la vanguardia, implementando las últimas tecnologías para ofrecerte un servicio de asesoría financiera de alta calidad y adaptado a tus necesidades.

Innovación

Asesoría financiera para profesionales, emprendedores y pymes.

Crecimiento

Sostenibilidad

info@financialxperience.com

+54-911-3928-8471

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Villa Ballester, Buenos Aires. Argentina