B2B Merchants Puerto Rico
5.0 (387) B2B Merchants Puerto Rico, Miramar Plaza, 954 Av. de la Constitución Suite 601B, San Juan, 00907, Puerto Rico ·Brindamos soluciones innovadoras para su negocio. Nuestra empresa está compuesta... · 27 views
Financial Services in Santurce
18 businesses in Santurce
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Financial services in Santurce occupy an interesting middle ground for expats: you''re operating in a US-regulated environment with USD and access to mainland banking, but Puerto Rico''s distinct tax code and Act 60 incentive structure create specialized financial planning needs that most mainland advisors simply aren''t equipped to handle. The 18 financial service providers listed in the area range from investment advisory firms like Infusion Investments to title loan and community lending services like La Familia Express. For Act 60 decree holders, finding an advisor who genuinely understands the island''s tax framework — the distinction between Puerto Rico-sourced and non-Puerto Rico-sourced income, the annual compliance filings, and the interaction with federal tax obligations — is essential. B2B Merchants Puerto Rico serves the significant small business community in the Santurce area. US banks including FirstBank Puerto Rico, Banco Popular, and mainland banks with island branches all operate here, and most expats maintain both a Puerto Rico-based account for local transactions and a mainland account for assets and income not tied to the island. FDIC insurance applies as it does on the mainland.
18 businesses listed 50% have Google reviews
Showing 1-18 of 18 businesses
Infusion Investments
5.0 (366) Infusion Investments, 207 C. del Parque Suite 9, San Juan, 00912, Puerto Rico ·En Infusion Investments lideramos la educación en trading en Puerto Rico. Desde ... · 27 views ·
Nuestracoop
3.7 (10) Nuestracoop, 670 PR-25, San Juan, 00907, Puerto Rico ·En Nuestracoop, no solo te pagamos los mejores intereses en tus ahorros, también... · 26 views ·
Alliance Accounting
Alliance Accounting, Stop 20, 614 Av. Hipódromo, San Juan, 00909, Puerto Rico ·Accounting Firm based in San Juan, Puerto Rico that specialize in Bookkeeping, P... · 26 views ·
FONSATAX
FONSATAX, 1607 Av. Juan Ponce de León STE 115, San Juan, 00909, Puerto Rico ·En Fonsatax nos especializamos en brindar servicios contables de alta calidad pa... · 25 views
Hipotecas Online PR
Hipotecas Online PR, 1651 PR-25, San Juan, 00910, Puerto Rico ·Equity Mortgage de Puerto Rico, originadora licenciada y experta en radicaciones... · 24 views ·
La Familia Express Title Loans
5.0 (26) La Familia Express Title Loans, Norte Shopping Center, C. Marg Baldorioty Local 22, Suite 2, San Juan, 00911, Puerto Rico ·¡En La Familia Express Title Loans Todos están PRE-APROBADOS y sin verificación ... · 23 views
LOYALTY FINANCE LLC
LOYALTY FINANCE LLC, 1225 Av. Juan Ponce de León Suite GF-2A2, San Juan, 00907, Puerto Rico ·Somos una entidad incorporada para hacer negocios en Puerto Rico y Estados Unido... · 23 views
Money Express
2.3 (3) Money Express, 2010 C. Loíza, San Juan, 00911, Puerto Rico ·Somos una empresa puertorriqueña con más de 20 años de experiencia ofreciendo pr... · 23 views
Ria Calle Loiza Envio de Dinero
5.0 (1) Ria Calle Loiza Envio de Dinero, 1820 C. Loíza, San Juan, 00911, Puerto Rico ·SERVICIOS DE ENVIOS DE DINERO A TODOS LOS CONTINENTES, DEPOSITOS A CUENTAS DE BA... · 22 views
SR Solutions PR
SR Solutions PR, 1413 Av. Juan Ponce de León Ste 401 PMB [1913, San Juan, 00907, Puerto Rico ·En S & R Solutions, nos dedicamos a simplificarle la vida ofreciendo una amplia ... · 22 views ·
Service Desk Puerto Rico :: Especialista en Permisos
5.0 (1) Service Desk Puerto Rico :: Especialista en Permisos, Mercantil Plaza, 2 Av. Juan Ponce de León Suite 609, San Juan, 00918, Puerto Rico ·Entendemos los retos a los que se enfrentan tanto individuos como empresas a ges... · 22 views ·
Alfaro & Associates Accounting Management Consultants
Alfaro & Associates Accounting Management Consultants, VIG Tower, 1225 PR-25, San Juan, 00907, Puerto Rico ·En Alfaro & Associates somos consultores Operacionales en distintas industrias, ... · 22 views
Fusion CPA
Fusion CPA, 807 Av. Juan Ponce de León, San Juan, 00907, Puerto Rico ·Fusion CPA specializes in optimizing business finances - from accounting and tax... · 22 views
Abundancia (previously Corujo Investments)
Abundancia (previously Corujo Investments), Loiza Street Station, 1959 C. Loíza Suite 205A, San Juan, 00911, Puerto Rico ·At Abundancia, we believe that your financial journey is unique and deserves per... · 22 views ·
Larry Johnson at CrossCountry Mortgage, LLC
4.9 (11) Larry Johnson at CrossCountry Mortgage, LLC, 64 Condado Ave Unit #2, San Juan, 00907, Puerto Rico ·We are dedicated to answering any of your mortgage questions and will guide our ... · 21 views ·
Candel coop
4.6 (7) Candel coop, 1200 Av. Juan Ponce de León, San Juan, 00907, Puerto Rico ·Somos una Cooperativa de Ahorro y Crédito fundada en el año 1957 en Manatí Puert... · 19 views
JAquino Enterprises
JAquino Enterprises, Edificio San Alberto, 605 C. Condado Suite 519, San Juan, 00907, Puerto Rico ·Nos enfocamos en la educación financiera, manejo de ingresos y manejo de riesgo ... · 19 views
Frequently Asked Questions
How do I find a reliable lawyer or accountant in Santurce? +
ExpatsList features verified financial services providers in Santurce rated by the community. Look for listings with Google reviews and verified badges for added confidence—and filter for English-speaking professionals when needed.
Do professional services in Santurce work with foreigners? +
Many financial services providers in Santurce specialize in serving expats and international clients. Check listings for language capabilities and look for the expat-owner badge for professionals who truly understand your situation.
What professional services do expats typically need in Santurce? +
Common needs include immigration lawyers, tax advisors, translators, insurance agents, and financial planners. Our financial services listings in Santurce cover all these specialties and more—all vetted by the local expat community.
Expat tips for Financial Services in Santurce
Hire an Act 60 Specialist for Tax Planning +
Puerto Rico's Act 60 tax incentives are powerful but technically demanding — the line between Puerto Rico-sourced income taxed at preferential rates and income that remains subject to federal taxation requires careful planning. Engaging a CPA or financial advisor who holds active clients with Act 60 decrees, rather than one who has simply read about it, is a non-negotiable investment.
Open a Local Bank Account Promptly +
Banco Popular and FirstBank Puerto Rico are the two dominant local banks in Santurce and both offer standard US-style banking with FDIC insurance. Opening a local account within your first month simplifies rent payments, utility setup, and local vendor transactions that can be slow or declined when using mainland-issued cards.
Understand the Annual Compliance Filing Deadlines +
Act 60 decree holders must file an annual compliance report with the Puerto Rico Department of Economic Development and Commerce (DDEC) and meet minimum local employment or charitable contribution requirements. Missing these deadlines can result in decree suspension — your financial services contact and attorney should have these dates flagged well in advance each year.
