Client Resources

Client Resources

Tools and information to help you work with Cruz Financial Services.

New Client Intake Form

Complete New Client Intake Form

New clients may complete the secure intake form to provide their contact information, service needs, and supporting documents.

Pay Your Invoice

Clients who have received an invoice from Cruz Financial Services should use the secure Pay Now button included in their invoice email. Each invoice contains its own secure payment page and payment amount.

If you need your invoice resent, please contact Cruz Financial Services at inez@cruzfinancialservices.com or 704-769-0124.

Office Hours

• Monday – Friday: 9:00 AM – 5:00 PM
• Saturday: By Appointment
• Sunday: Closed

Email: inez@cruzfinancialservices.com
Phone: 704 · 769 · 0124