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M VIRTUAL SERVICES
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TRIAL

Welcome

At Marcela Virtual Services we take pride in supporting financial advisors and business owners. We learn daily operations, assist clients, and allow advisors to have more time to meet clients and grow. Learn more about us and discover the value of working with a dedicated virtual assistant with years of experience.

Quality First

Quality First

Quality First

We deliver exceptional results in everything we do, ensuring your satisfaction at every step.

Expert Care

Quality First

Quality First

Our experienced team brings skill and passion to every project, no matter the size.

Real Results

Quality First

Real Results

Proven outcomes that speak for themselves and make a meaningful difference for your business.

Focus on growing. We will take care of the rest.

Eudaimonia Wealth

"I’ve had the pleasure of working with Marcela Mendoza for the past few years, and she has become an indispensable part of my business. She’s thoughtful, reliable, and has great attention to detail. I really appreciate how she not only completes tasks but also helps me think through how to run my business more efficiently. Working with Marcela has made my day-to-day so much smoother and less stressful. If you’re considering adding a virtual assistant, I would wholeheartedly recommend Marcela. You’ll be thrilled that you did!"


-Brett A. Koeppel

CERTIFIED FINANCIAL PLANNER™

Try it with no commitment

Book a complimentary meeting and see exactly how Marcela Virtual Services can simplify your administrative tasks and support your growth. No pressure, no obligation — just clarity.

Get Started

Trial run

Packages

Two week trial

$500

We will take over various activities including CRM clean up, scheduling, filling out paperwork, newsletter support.

Four week trial

$1,000

We will take over various activities including CRM clean up, scheduling, filling out paperwork, newsletter support, calling custodian, emailing clients.

Hourly Consultation after trial ends

We can meet with you to answer any questions or provide support. We can clean up your CRM and organize your drive.

If you would like to modify package please schedule a call,

Schedule a meeting

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