- Certified Financial Planner (CFP)
Carreras Financial Services Inc. caters to individuals, families, and business owners in Wellington. It provides retirement, investment, and estate planning solutions to help clients achieve their financial goals. The company assists clients in creating estate plans, which include the division of their current and future assets. Its specialists also process long-term care, health, and life insurance policies to protect customers from financial losses caused by unexpected events. Founder Tom Carreras has been in the industry for over five decades.