Tailor made financial advisory and Insurance Solutions

Welcome to Sumum Servicios Financieros, Inc., a full-service company specializing in retirement planning and estate conservation. As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.


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If you have any questions, please call us at 939-642-0469 or e-mail us at celsorodriguez@financialguide.com. We look forward to talking with you.