For the last 10 years, our founder has been in the unique situation to be able to work and advise in benefits, retirement planning, investment advisory, commercial and personal lines property and casualty, life, disability, annuities. And through this time, he realized that there is an immense disconnect between the products that should be working in unison. Which is where Cuellar Capital Strategies was born. Instead of taking a volume approach as most brokerages do here at Cuellar Capital Strategies, we take a boutique and bespoke approach to endeavor to create value and preserve the plans we create. In our mind, the foundation is preparation and communication, which is why we take care to engage with every client’s need in a thorough and thoughtful way.
