3 Best Financial Services in Fort Lauderdale, FL

“Global Wealth Management creates custom financial plans for people from all walks of life, from sophisticated women and retired couples to working CEOs, because everyone deserves the retirement they’ve always envisioned. Grant Conness and Andrew Costa are the co-founders of Global Wealth Management. They set out to provide clients with financial clarity and confidence. They set out to offer protection, reduce risk, and give people the direction they need to pursue their dreams. They developed the Retirement Roadmap Review process to help guide you along a path to retirement and beyond. They specialize in personalized financial planning for professional athletes and serve clients in Ventura, Boca Raton, Boynton Beach, Coral Gables, Coral Springs, Weston, and Jupiter.”

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“Chris Price, Financial Planner, assists their clients with Protection, Retirement Services, Investment Products, Estate Planning, Succession, Qualified & Non-Qualified Plans, and Group Benefits. Christopher Price is a Certified Financial Planner™ professional. Not long afterward, he also earned the Retirement Income Certified Professional® and Chartered Financial Consultant® certifications. His instructive approach to financial planning creates a safe environment where you can ask the questions that matter most to you and get honest answers. He enjoys helping people feel confident about their financial future. Much of his work also involves teaming up with nonprofit organizations to provide workshops that inspire financial literacy and confidence. He helps to coach the community and local organizations throughout their financial lives. Using combined knowledge from his team, Chris provides educational workshops to help promote financial literacy.”

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“Coastal Wealth includes a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Their approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Jeremy M. Straub is the founder of Coastal Wealth. With more than 20 years in executive-level positions with Fortune 500 companies, Jeremy is considered a financial industry thought leader who brings energy and passion to helping people preserve their wealth. He graduated from Moravian College in Bethlehem, PA, with a Bachelor of Arts degree in Finance and Political Science. He is a Chartered Retirement Planning Consultant (CRPC®) designee, which helped him discover his passion for helping people prepare for both the accumulation and distribution phases of retirement. He is also a Certified Funds Specialist® (CFS) designee. Jeremy holds Series 7, 9, 63, 66, and 24 registrations with FINRA and is a registered principal with MML Investors Services, LLC. With a vision of becoming the nation's most innovative, collaborative, and trusted financial solutions firm, Coastal Wealth is committed to upholding the highest standards of excellence, transparency, and integrity in all their endeavors.”

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