Alexis Medina

AM Financial Planner is an insurance agency in Miami, FL, associated with Alexis Medina, its founder and president.

The profile facts identify individual health insurance as a core service, with Florida listed as the license state and Health as the insurance line.

AM Financial Planner is an insurance agency in Miami, FL, associated with Alexis Medina, its founder and president. The firm focuses on financial security and guidance for clients and their families, with source material describing work with both national and international clients.

The profile facts identify individual health insurance as a core service, with Florida listed as the license state and Health as the insurance line. The source text also references related planning and business support topics, including tax strategy, retirement planning, QuickBooks services, accounts payable and receivable, billing, managed payroll, and accounting services.

Services are presented in English and Spanish source materials.