Frances Batista

Services Offered

• Investment strategies
• Insurance strategies
• Holistic financial planning

About

Frances Batista is a financial consultant based in Coral Gables, Florida, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Frances employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, to help them grow and protect their assets.

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