About us
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OUR STORY
Founded by Arlex Valencia and Susana Castillo
Our firm has grown alongside the business community. Mr. Valencia, with years of experience in both domestic and international tax services brings deep expertise to complex financial situations. Suzy combines business insight with genuine care for each client. She believes in personalized service.
Our Mission
To empower businesses by providing expert, personalized financial solutions that honor both your business goals and cultural values. We're here to help you build generational wealth while staying true to what matters most.
Our Vision
To be a leading financial consulting firm, known not just for our professional expertise, but for our authentic commitment to community success.
Our Values
Honesty & Transparency
No hidden fees. Just straight talk about your finances.