César Adolfo

Insurance, Sales & Financial Expert

The Power of Good Advice.

Services

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Taking your finances to the next level

The firm's vision is to educate our clients and community that is totally possible to live a Financial well being life. Our team specializes in working with financial planning and asset protection plans, thus transferring risks of uncertainty to insurance carriers. By working hand to hand with our clients we minimize risks by increasing their capacity for capital growth including the following benefits or products:

• Retirement Accounts
• "Keogh" Plans
• Business Exit Strategies
• "Buy Sell Agreement"
• Defined Benefit Plans
• Executive Bonus Plans
• Business Succession Strategies

• Annuities
• Property and Casualty Insurance
• Bonds
• "Personal Package Policies"
• Business Policies
• Pet Insurance
• Life insurance

• Disability
• Medical Malpractice
• "Malpractice E&O”
• Cancer Policies
• Hospital Benefit Plans
• Funeral Plans
• Health Plans

Services

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About Us

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César Adolfo is a young entrepreneur and Authorized person that works with AICO FINANCIAL LLC, with years of experience centered in the island of Puerto Rico with operations that expand through all the United States. He has built a multimillion dollar insurance agency from scratch. Moreover the agency now manages over 15 insurance agencies and service them in contract, case design, complex cases and underwriting.

We change lives, we insure the future of our clients and business associates.

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Client Testimonials

Ana Luis, Guaynabo PR

Thanks to the meeting I had with César we stablished a student loan acceleration payoff plan. This is actually helping me to payoff my loan and be able to start planning for my retirement.

Jose Figueroa, San Juan PR

I’ve never been a finance person but with César everything was easy and totally understandable. It’s amazing at such a young age all the knowledge he brings to the table. Now I have a solid supplemental retirement plan.

Carmen Alonso, Miami FL

César and his team helped me develop a college saving plan for my daughters. Before meeting with him I went to many places but never felt satisfied. Now I have a personalized plan for my children that will definitely help me pay the tuition of college which is so expensive.

Testimonials

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