Chacon Diaz & Di Virgilio Wealth Management, located in Gainesville, Florida, operates as a financial consultant offering objective and unbiased financial planning and investment management services solely for your benefit. Their team of Certified Financial Planners has been dedicated to handling the entire financial planning and implementation process on your behalf since 2009. By learning about you, they gain a deep understanding of your needs, assess various options, and create a comprehensive plan that serves your present and future interests. Whether your goals involve saving for retirement, managing expenditures during retirement, selling a business, or transferring wealth to future generations, they always prioritize what is best for you. In their discussions, they explore your desires, goals, and needs, even those you may not know. No detail is overlooked, and every aspect is thoroughly examined, ensuring a comprehensive approach to your financial well-being.
Best Financial Services in Gainesville
Handpicked Top 3 Financial Services in Gainesville, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT REVIEWS
Very grateful for the support and counsel from Lisa at Chacon Diaz & Di Virgilio Wealth Management. She takes a very holistic approach to not only understanding where you are financially, but where you are personally. This warm care makes the process of financial planning much less stressful and has you walking away feeling like you've personally accomplished something rather than just getting your money in order. Cannot recommend Lisa and this group highly enough.
Planning for retirement can be quite daunting and a bit scary, not knowing what to do. I received the advice I needed quickly and a way that I felt like I was talking to a family member. Someone who cares about what your future will look like and taking your needs into consideration, I was able to walk away with helpful information on what my options were, and I was able to make a clear decision for myself. I will recommend to others that I know of my experience. In the times that we are living in, it’s comforting to know someone has your back.
We have been very fortunate to have Chacon Diaz & Di Virgilio Wealth Management as our financial advisors for many years. What sets them apart from other wealth management firms for us is that we have known Lisa & Tyler personally for 15+ years and trust 100% that all decisions are made with careful consideration and, most importantly, integrity. We know that our retirement funds are in the best hands.
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Abdul-Kader Okab is dedicated to assisting you in realizing your dreams, guiding every step to instill confidence in achieving the things you've always desired without worry. Their approach to financial planning goes beyond focusing solely on your finances; instead, they initiate discussions centered around your life, family, priorities, and goals. By comprehensively understanding your overall situation, they tailor a plan that utilizes various financial options and multiple techniques specifically designed to meet your needs. Whether it's protection insurance, strategies for growing your wealth, or ensuring flexibility, they strive to help you achieve the retirement lifestyle you've always envisioned. Furthermore, their estate planning services involve coordinating with other professionals, such as attorneys, accountants, and tax experts, to establish trusts, minimize taxes, and reduce administrative costs, ultimately safeguarding your legacy.
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ABDUL-KADER OKAB REVIEWS
This is my first experience with a financial planner. Abdul is very kind and professional. He is a great listener and made an action plan for my immediate needs that I can honestly hold myself to, helped me prioritize my financial goals, and did so in a personable way. I feel very optimistic after 1 appointment and am glad to have someone to hold me accountable who genuinely understands what I need as a client.
My husband and I have started working with Abdul Okab and I have to say he is wonderful to work with. He is empathetic, professional and breaks down scenarios so that you can see how easy it can be to meet your goals. We highly recommend his services.
Very pleased with the service Abdul provided. He takes his time to explain everything and answers all questions and concerns. Definitely recommend.
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Robinson Financial Group is a financial planner dedicated to helping individuals achieve the retirement lifestyle they've always desired. Their team of professionals possesses the expertise to assist individuals and businesses in developing well-thought-out strategies. Utilizing a diverse range of investment tools, they aim to address your specific financial needs and work towards turning your dream into a reality. Their primary focus lies in helping individuals create solid retirement strategies, whether they are already retired or approaching retirement. They strive to help you attain financial independence by providing guidance and support. Robinson Financial Group places great importance on educating its clients about financial concepts and products. Through personalized, hands-on service, they aim to demystify areas such as investing, insurance, estate conservation, and wealth preservation.
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ROBINSON FINANCIAL GROUP REVIEWS
First Class!!!! Robinson Financial Group has assisted and educated my family on our finances and goals. They are there for you when you need them, and they always look at ways that will benefit their clients. RFG is like family to us, because they take our matters and concerns to heart. Everyone we came into contact with at RFG has been professional, knowledgeable, courteous, and consistent with their actions. We are happy with the services they provide, and we will continue recommend them to others that want to get better with money and achieve your financial goals.
I thoroughly enjoyed my onboarding process with the Robinson Financial Group. The customer service was impeccable, they provided sound advisement, and everything about their services was clear. This group is caring and does really well with attention to detail. I finally found an amazing group to help me with my financial endeavors and I am delighted.
So glad I chose Robinson Financial Group to assist me with my Retirement planning and texes! They were professional, competent and friendly! They allowed me to ask questions and clarified all my concerns! I highly recommend them.
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