FELCHER FINANCIAL GROUP, INC.
4601 Sheridan Street, #410, Hollywood, FL 33021 DIRECTIONS
Since 1979
Here’s The Deal:
Felcher Financial does this with the highest levels of trust, integrity, and respect while constantly collaborating using a team approach. Their primary focus is to provide unbiased opinions that are designed to pursue long-term investment results. They are dedicated to providing investment management and strategic wealth planning to businesses and individuals. They meet with their clients to present an analysis and discuss their recommendations. They are committed to staying up-to-date on relevant tax, estate, and social security laws to provide you with the best financial advice for your particular situation.
SPECIALTY:
Investment and Insurance, Retirement Planning, Managing your Finances, Asset Management, Business Succession Planning, 401(k) Retirement Plans and Individual Retirement Accounts, Annuities, Group Retirement & Savings Plans
TBR® Inspection Report:
BLUEKEY WEALTH ADVISORS
3878 Sheridan Street, Hollywood, FL 33021 DIRECTIONS
Since 2005
Here’s The Deal:
BlueKey Wealth Advisors (BlueKey) is a Registered Investment Adviser. Their advisors are experienced professionals who have a detailed understanding of current tax laws and financial planning strategies designed to achieve various complex goals, including business succession planning. They take pride in being a true independent firm that is not affiliated with or a subsidiary of a proprietary brokerage or insurance firm. They strive to give clients peace of mind by offering a transparent approach backed by decades of research, which powers every decision. They aim to provide a comprehensive, integrated approach to help people manage their lives and their finances. They help manage all aspects of your family’s wealth, including working with other professionals to achieve a collaborative approach to manage complex issues.
SPECIALTY:
Cash Management, Retirement, Insurance, Financial, Investment, Estate, Tax, Educational, Charitable and Business Planning, Investment Portfolio, Stocks & Bonds
Presidential Award for Advancing Qualty Advice
TBR® Inspection Report:
OSBORN FINANCIAL GROUP, INC.
4601 Sheridan Street, Hollywood, FL 33021 DIRECTIONS
Since 1994
Here’s The Deal:
Osborn Financial Group, Inc. is a wholly owned and operated insurance firm that specialises in health and life insurance. They are a comprehensive financial services firm committed to helping you improve your long-term financial success. Their clients are spread throughout the state of Florida, giving them a good understanding of the financial environment. They design plans focusing on risk management, low costs, and tax efficiency, which they combine with personalized financial advice aimed at helping clients make better-informed decisions. Their mission is to build lasting client relationships based on a level of trust earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations.
SPECIALTY:
Retirement, Estate, Education Funding, Group Benefits, Gifting and Financial Planning, Life and Health Insurance Services, Longterm Care & Investment Management