3 Best Financial Services in Hollywood, FL

Here’s The Deal:
FDR Group, Inc. is one of the leading financial planning firms in Hollywood, Florida. Jeffrey N. Blaze is the principal of the group and one of three Certified Financial Planners™ on the FDR team. As one of the firm's principals, he oversees the process of determining asset allocation, selection, and review of independent investment managers and guides the financial planning and investment processing for personal and business assets. He holds a Master of Business Administration degree, a Certificate of Specialization in Financial Planning from Nova Southeastern University, and a Bachelor of Science degree from the University of Florida. At FDR Group, Inc., the team works in coordination to pursue the fulfillment of clients' goals through customized wealth management and financial planning. They can be your first contact for any financial questions or concerns. They aim to educate and empower clients through long-term, generational relationships. For over 40 years, they have maintained their reputation in the industry and the community by placing their client's needs first.

Here’s The Deal:
Osborn Financial Group, Inc. is an independent financial consulting firm in Hollywood, Florida. Jarrett Osborn is the president of the group. The team is committed to helping clients improve their long-term financial success. Their customized programs are designed to grow and conserve wealth by delivering personalized service. They are dedicated to providing investment management and strategic wealth planning to businesses and individuals. Simply put, they strive to be their clients' trusted advisors. Their primary focus is giving unbiased opinions to pursue long-term investment results. They meet with clients to present an analysis and discuss recommendations. They focus on understanding clients' goals and developing plans to reach them. Together, they implement the recommendations and monitor progress. They plan regular meetings with clients to assess progress toward goals and make adjustments to the financial plan when necessary.

Here’s The Deal:
Marcie Hibbs has been a financial advisor at Edward Jones in Hollywood, Florida, since 2010. She graduated from the University of Miami with degrees in sociology and sports medicine. She holds a Series 7 registration and a Life and Health Insurance License and serves on the board as President of Broward County's Canes Community. In 2015, the South Florida Business Journal selected her as a mentor for Bizwomen's Annual Mentoring Monday. At Edward Jones, the team focuses on you. Relationships are key, and by working together, they develop a complete, tailored strategy to assist you in achieving your financial goals. Their professionals offer face-to-face conversations and can help you save for education, prepare for retirement, and be a tax-smart investor. To learn more about making sense of investing, contact them today.