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Life is complex; but your financial
decisions do not have to be. Sound financial investments with CCII allow you to
live for today while preparing for tomorrow. The first step to joining the CCII
family is opening a new account which can be done by:
- Phone — Simply call 305-493-4930 and speak
to a financial executive who will conduct a phone interview to complete the new
account application form and mail it to you for your signature.
- Online — Click to our forms page to easily download and print account forms, or
fill out our contact form and we will mail you the
new account application form along with a packet of introductory company
information.
- Fax — Fax your request for a new account
application form along to 305-493-4926 and we will fax you the new account
application form.
After your new account has been opened,
one of our financial executives will work with you to outline your current
financial situation (investments, income, debt, assets) as well as your future
goals, needs and dreams to determine an optimum portfolio mix.
We look forward to earning your trust
and establishing a long-term financial partnership and welcome your
inquiry. |
