Welcome To Criterion Advisors Group Corp.

Our Comprehensive Services

To meet the diverse needs of our clients, we offer a comprehensive suite of services that includes consulting, bookkeeping, tax preparation, incorporation, trust services, and specialized tax incentives under Puerto Rico Act 60. Each service is designed to address specific challenges and opportunities that our clients face in their personal and business endeavors. Our team of experts is dedicated to providing the highest quality of assistance, ensuring that clients are well-informed and equipped to make strategic decisions. By integrating these services, we create a holistic approach that not only simplifies complex processes but also maximizes potential outcomes. This level of thoroughness reflects our commitment to supporting our clients every step of the way.

Our Commitment to Transparency and Fairness

Guided by the principles of transparency and fairness, we strive to exceed the expectations of our clients consistently. We believe that clear communication and honesty are essential in cultivating trust and confidence in our relationships. Our clients can rest assured that they will receive straightforward advice and guidance, free from hidden agendas. This commitment is deeply ingrained in our company culture and influences every interaction we have with our clients. By prioritizing these values, we aim to create an environment where individuals and businesses feel valued and supported, fostering an atmosphere of collaboration and mutual success.

Understanding Your Financial Journey

• Your financial journey is unique, and we treat it with the individuality it deserves. We begin by listening intently to understand your specific goals and objectives, recognizing that each person’s financial landscape is different. This initial phase is crucial as it lays the groundwork for the strategies we will develop together. Through clear and open communication, we ensure that your vision remains at the forefront of every strategy we craft. Our approach is personalized, ensuring that your needs and aspirations guide our efforts.
• We don’t believe in one-size-fits-all solutions, as we understand that financial needs vary greatly among individuals. Instead, we provide you with multiple options that are specifically designed to meet your distinct needs and preferences. Whether you are a business owner, an investor, or an individual seeking financial advice, our proactive approach ensures that every strategy aligns perfectly with your objectives. By presenting various alternatives, we empower you to choose the path that best suits your situation. Our goal is to create tailored solutions that resonate with your financial aspirations.
• Our goal isn’t merely to sell you a product or service; it is to empower you with knowledge and understanding. We are committed to educating and training our clients, equipping you with the tools necessary to make informed decisions about your financial future. This educational aspect is vital, as it fosters confidence and independence in managing your finances. We believe that an informed client is an empowered client, capable of navigating the complexities of financial landscapes. Our dedication to your understanding is what sets us apart in the industry.

Exploring Financial Options

• Many of our clients are often astonished by the wide range of options available to them—options they may never have known existed. Our dedicated team works tirelessly to explore every possible avenue, uncovering innovative solutions that could significantly transform your financial landscape. We take pride in our ability to think outside the box and present opportunities that may not be immediately apparent. This proactive exploration enables us to provide you with strategies that can enhance your financial well-being. Our continuous efforts aim to broaden your horizons and empower you with choices that align with your aspirations.
• We understand the importance of fair pricing in financial services, which is why we work diligently to develop strategies that meet your needs without straining your budget. Our commitment to transparency is paramount, ensuring that you receive lasting value at a price that’s right for you. We believe that financial guidance should be accessible, and we strive to eliminate any hidden costs or surprises along the way. By providing clear explanations of our pricing structure, we build trust and foster long-term relationships with our clients. Ultimately, our goal is to offer exceptional service that delivers both quality and value.