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Marketing for financial services

We work with tax preparers, financial advisers and credit services in the United States. This is the most heavily ruled sector we touch, and also one with enormous unmet demand in Spanish. We build the presence that complies and the path for the question people actually ask, which is rarely the one the website answers.

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Thirty minutes, no cost. You leave the call knowing what is holding your growth back, whether you hire us or not.

Fear of compliance in this sector makes websites say nothing at all. Pages full of safe words that answer no question. You can be clear and compliant at once: explaining the process, the requirements and which documents are needed is not promising an outcome, and it is exactly what people are looking for.
José Raúl Ramírez, founder of Addendo
Professionals going over a contract on an office table

Why it matters

Advertising here is restricted several ways at once: platforms require verification for certain financial services, there are claims that cannot be made about credit or refunds, and there are federal rules specific to the sector. At the same time there is a huge seam: our sweep surfaced hundreds of Spanish-language searches about starting a business, loans without credit and taxes, written by people almost nobody addresses in their own language.

Where we start

SEO, local SEO & AEO/GEO
Rankings in 2026 happen in two places.
Google Ads
We build your Google search campaigns and run them every day.
AI receptionist
We build an agent that replies on WhatsApp, Instagram or Messenger in seconds, understands what the person is asking, qualifies them against your criteria, books into your calendar and alerts a human when the conversation calls for it.
Reputation and reviews
We build the system so your team asks for reviews at the right moment, we reply to every one that arrives in your voice, we watch what is said about you on the platforms that matter, and we write down what to do the day a genuinely bad one shows up..

How we work

  1. We listen

    Your business, your market, and what you have already tried. Before proposing anything.

  2. We design the strategy

    A plan built for you, with every dollar going somewhere specific.

  3. We execute without stopping

    Campaigns, content and follow-up, coordinated and running.

  4. We measure and scale

    Every week it gets adjusted. What works gets scaled; what does not gets turned off.

Where we are not the answer

We do not publish promises about credit outcomes, refund amounts, approvals or processing times. We do not give financial, tax or legal advice, and we do not let an automated agent give it. And where a platform requires verification or certification, the client obtains it before anything is switched on.

Frequently asked questions

Can I advertise on Google and Meta?

It depends on the exact service. Some financial services require advertiser verification up front and others carry heavy copy restrictions. It gets checked before the campaign is built, not after it gets rejected.

What can I not say?

Anything promising an approval, a refund amount, a score increase or a timeline. The process and the requirements can be explained in full detail, which is what actually helps someone decide.

How do I handle tax season?

By preparing what you will need before January, because in season the cost per click spikes and there is no time to build anything. And by using the rest of the year for the services that do run continuously.

Is there a Spanish-speaking market?

It is one of the largest and worst served we have measured. The searches exist in volume, and most sites in the sector are English only or half translated.

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