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.
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.
Services
About Us
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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
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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.
Our Founder
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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.
Business Solutions
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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.
Solutions for individuals
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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.
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