BUSINESS SOLUTIONS

What We Do For Clients

CREDIT CARD PROCESSING

Credit card processors make it possible for merchants to accept credit card payments and other forms of electronic payments for all types of sales. When a customer uses a card or electronic payment, a credit card processing company securely transmits the card data for instant verification and approval of the sale. Over the next 24 to 48 hours, the processor initiates the transfer of funds from the cardholder's issuing bank and completes the process by depositing funds into the merchant's bank account.

GROUP BENEFITS

Cerrillo Financial Group and our client partners share common concerns with controling benefit costs, employee education and promotion of improving individual health and wellness. By focusing on this shared vision, we achieve cost effective solutions and employee satisfaction to enhance the client partner's bottom line.

MARKETING

Looking to grow your small business? Our small business marketing team teaches you leading strategies for email, social media, video, inbound and more!

RETIREMENT

Building a retirement income strategy starts with a realistic look at what you'd like your retirement to be like—and what that lifestyle will likely cost—establishing your priorities and understanding the tradeoffs of each option. That can result in something of a balancing act for your emotional as well as financial life. There is no one-size-fits-all retirement, and as such there's certainly no one-size-fits-all retirement portfolio.

EXECUTIVE BONUS

An Executive Bonus Plan, also referred to as Section 162 Plan, is a non-qualified plan used by employers to provide special compensation to key executives. The employers' contribution to an executive bonus plan is considered salary to the executive and is therefore subject to taxation.

BUY / SELL AGREEMENTS

A buy–sell agreement, also known as a buyout agreement, is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or is otherwise forced to leave the business, or chooses to leave the business.

BUSINESS EVALUATIONS

Business valuation includes the provision of either valuation opinion or valuation consulting services for the valuation of aggregate business interests or business enterprises. Such analyses are performed for: Transaction planning. Purchase or sale of business. General business purposes.

Privacy Policy | Terms & Conditions

Welcome to Cerrillo Financial Group (“Company,” “we,” “our,” or “us”). By accessing or using our website (https://cerrillofinancialgroup.com) and services, you agree to comply with and be bound by the following Terms of Use. If you do not agree, please do not use our site. Cerrillo Financial Group is an independent financial services firm and does not operate as a bank, credit union, or direct lender. All products, services, and solutions referenced on this website are subject to approval, eligibility requirements, and the specific terms and conditions of the respective third-party carriers, financial institutions, and service providers. Information presented on this site is intended for general educational purposes only and should not be interpreted as personalized financial, investment, tax, or legal advice. Clients are encouraged to consult with qualified professionals before making financial decisions.