3 Best Financial Services in Miramar, FL

“Imperio Wealth Advisors, founded by Omar A. Morillo, is led by him as the wealth advisor of the firm. He assists his clients in respectful accordance with their values. His duty to his clients is to implement the proper wealth management strategies to allow them to grow, protect, and enjoy their assets. After thoroughly understanding their goals, the first step is to develop a financial plan prioritizing tax efficiency, retirement income, investment efficiency, and asset protection. He holds industry-recognized credentials, such as CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Investment Fiduciary credentials, and securities licenses. The team at Imperio Wealth Advisors serves their clients by ensuring that the proper wealth management strategies are put in place to allow them to grow, protect, and enjoy their assets. In addition, they can collaborate with tax professionals who offer complex, year-round, proactive tax planning to help their clients keep more of what they earn. They can also leverage the legal expertise of their network and help increase the privacy of their client’s assets by advising on the most efficient legal structures to protect their wealth. They believe long-lasting relationships with their clients are built on mutually beneficial transparency and integrity. Therefore, they always act in their clients’ best interests to help them create a secure financial future.”

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“Luis Adolfo Sager is the regional vice president and Primerica financial representative. He became a Primerica Financial Representative to help his neighbors, as well as the people of Miramar and nearby areas, reach their financial and life goals with tailored investment strategies. His main goal is to bring his clients value and peace of mind. He is committed to providing excellent customer service to everyone who visits his office and treats each person with the same respect and integrity he would want for himself. Luis Adolfo Sager and his team invite Miramar residents to call or visit their office to discover how they can help them achieve their financial goals and dreams. Their goal is to assist you in reaching your savings goals while providing the highest-quality client experience.”

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“Al Quintana is a financial advisor at Edward Jones. With over 25 years of experience consulting businesses of all types and sizes, he applies the same quality of fiscal planning and investment analysis. He assists busy corporate executives, business owners, and individuals/families in developing, planning, and tracking their progress toward achieving their unique financial goals. He believes a long-term investing approach is the best way to create and maintain financial stability. Edward Jones values face-to-face conversations to understand their client's financial objectives better. With their personalized approach, clients can develop a comprehensive, tailored strategy to achieve their financial aims.”

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