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BEST RATED MIRAMAR, FL FINANCIAL SERVICES

3 Best Financial Services in Miramar, FL

Expert-recommended Top 3 Financial Services in Miramar, 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. You deserve only the best!

Imperio Wealth Advisors - Miramar, FL Financial Services
Imperio Wealth Advisors - Miramar, FL Financial Services
Best Financial Services in Miramar FL - Imperio Wealth Advisors video
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IMPERIO WEALTH ADVISORS

(4.8 Score)
3350 SouthWest 148th Avenue, Suite 110,
Miramar, FL 33027 Directions

Since 2022

Specialty:

✓ Wealth and Risk Management ✓ Financial and Tax Planning ✓ Retirement Planning ✓ Estate and Legal Asset Protection Planning ✓ Life Insurance ✓ Investment Management ✓ Insurance Optimization

“Imperio Wealth Advisors help high-net-worth individuals gain clarity, confidence, and control over their financial lives. Whether you’re preparing for retirement, seeking to minimize taxes, or building generational wealth, their fiduciary advisors tailor every strategy to your goals with purpose-driven planning. Their team builds customized strategies to help you grow and protect your wealth with confidence. They can also leverage the legal expertise of their network and help increase the privacy of their clients’ 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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Contact:

(754) 610-3994

Mon-Fri: 9am - 5pm
Sat & Sun: closed

TBR® Inspection Report:

Luis Adolfo Sager - Miramar, FL Financial Services
Luis Adolfo Sager - Miramar, FL Financial Services
Best Financial Services in Miramar FL - Luis Adolfo Sager - PRIMERICA video
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LUIS ADOLFO SAGER

(4.7 Score)
PRIMERICA 6151 Miramar Parkway, Suite 207,
Miramar, FL 33023 Directions

Since 2011

Specialty:

✓ Financial Planning ✓ Investment Services ✓ Term Life Insurance ✓ Financial Needs Analysis ✓ Comprehensive Strategy ✓ Education Funding ✓ Mutual Funds ✓ Annuities ✓ Managed Investments ✓ Traditional and Roth IRA ✓ Income and Retirement Protection ✓ Debt Solutions

“Luis Adolfo Sager became a Primerica Financial Representative, whose highest priority is to create value and peace of mind for his clients. He wanted to help his neighbors and the residents of Miramar and the surrounding communities with their financial and life goals with a personalized investment strategy. Whether you are interested in financial products, investment services, term life insurance, or a mortgage loan, he can help find the financial solutions that meet your needs. Let him assist you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security, including income protection, retirement planning, debt solutions, and education funding for your children’s educational expenses.”

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Contact:

(954) 865-0646

Mon & Thu: 8am - 9pm
Tue & Sun: 9am - 9pm
Wed: 9am - 5pm
Fri: 8am - 9:15pm
Sat: 9am - 8pm

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Al Quintana - Miramar, FL Financial Services
Al Quintana - Miramar, FL Financial Services
3+ YEARS IN TBR
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AL QUINTANA

(4.7 Score)
EDWARD JONES 3450 Lakeside Drive, Suite 145,
Miramar, FL 33027 Directions

Since 2017

Specialty:

✓ Business and Individual Retirement Plans ✓ Business Owner 401ks ✓ Profit-Sharing ✓ Sep Plans ✓ Employer Plan 401k Rollovers ✓ Educational and Charitable Organization 403b Plan Rollovers ✓ Key Executive Life ✓ Disability Asset Protection Plans

“Al Quintana assists busy corporate executives, business owners, and individuals/families in developing, planning, and tracking their progress toward achieving their unique financial goals. As an Edward Jones financial advisor, he believes it's important to invest my time to understand what you're working toward before you invest your money. Whether clients are planning for retirement, saving for their children's or grandchildren's education, or securing their loved ones' financial future, Al Quintana can work with them to develop practical plans to reach their goals. He believes a long-term investing approach is the best way to build and maintain financial stability. Edward Jones values face-to-face conversations to comprehend their clients' financial objectives better. With Edward Jones' personalized approach, clients can develop a comprehensive, tailored strategy to achieve their financial aims.”

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Contact:

(954) 737-1874 (954) 251-2781

Mon-Fri: 8:30am - 6pm
Sat: By Appointment
Sun: Closed

TBR® Inspection Report:

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IMPERIO WEALTH ADVISORS REVIEWS

I had the pleasure of working with Bryant Ruano and the team at Imperio Wealth Advisors, and I couldn’t be more impressed! From the moment I walked in, I felt welcomed and supported. Bryant is incredibly knowledgeable, professional, and truly takes the time to understand your financial goals. What sets him apart is his ability to explain complex financial concepts in a clear and approachable way. Whether you're planning for retirement, investing, or looking for guidance on wealth management, Bryant offers practical solutions tailored to your needs. The team's dedication to their clients is unmatched, and they go above and beyond to ensure you're on track to achieve your goals. I highly recommend Bryant Ruano and Imperio Wealth Advisors to anyone seeking trustworthy, expert financial advice!

If you're looking for someone to help you with tax strategies, talk to Bryant. He helped me figure out the best investment strategy to keep my money and not give it (through taxes to the Feds). He really is not your cookie-cutter advisor; he tailored everything to my income/assets and overall strategy. He has the ability to make all the complex tax stuff seem like kids play. I not only use him myself, but I have referred to him many friends, family, and clients. If you want to get a handle on your tax liability and keep money in your pocket (and out of the federal government’s) I can’t recommend Bryant enough.

As a successful business owner and attorney, it has been a struggle over the years to find a financial wealth advisor that is responsive, caring and truly wants your portfolio to grow. Extremely satisfied with Imperio Wealth. They do not charge fees for trading and the overall fees they charge are extremely fair compared to the service you receive. No regrets!

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LUIS ADOLFO SAGER REVIEWS

I am in the process of changing my career path and wanted to make sure my 401K benefit doesn’t suffer any significant losses when I do so. Luis did a fantastic job offering information about a smooth transition when I change companies. He is so knowledgeable and patient, answering all my questions and ensuring I understand the terminology and process. He took his time and followed up, making sure that I could contact him with any other questions anytime or if I had any concerns. His passion for his job is noticeable; Luis Sager directed me toward a more intelligent financial approach. Great job!!

Luis Sager is my financial advisor and I am very happy with the results. I love the way he and his agents take care of clients. I totally recommend him, if you are looking for a good retirement plan or have some money for your future, he is the best! I have covered my family in case I don't make it into the elders days .Term life insurance and invest the difference. I love it.

Ezequiel and Patricia clarified all my doubts and helped me make great decisions that fill my life with peace. Having insurance, a retirement plan and a will is an act of love for myself and my family. Thanks Primerica.

Always looking to provide you with the best possible advice very experienced. - Jesus S Reply

I’ve been working with Luis Saguer as my financial advisor for over 12 years, and I couldn’t be more satisfied with his service. Throughout the years, Luis has been incredibly helpful, professional, and trustworthy. He’s not only provided sound financial advice, but has also guided me with clarity and confidence toward achieving my financial goals. His experience, patience, and dedication have made a real difference in my long-term planning, and I truly value the relationship we’ve built over time. I highly recommend Luis to anyone looking for a knowledgeable and dependable financial advisor. - Alejandro C Reply

Luis is a phenomenal professional! I’ve been doing all my financial planning with him for over 5 years now and he is very dependable!! Definitely a strong recommendation for anyone - Bruno N Reply

Luis Sager is amazing at his job. He truly takes the time to explain everything properly so there is no confusion and worries. He has helped me ease my mind with being prepared in the future. He has helped me open up multiple accounts to make sure me and my family will be set up in the future. I’m truly am thankful for all the help he has done for me and my family. - Nichole R Reply

He is extremely knowledgeable. Scheduling an appointment with him is fast and easy, also flexible and accommodating. - Alex B Reply

AL QUINTANA REVIEWS

I regret not finding Albert sooner, unbelievable knowledge in the industry and communicates well. Very professional

TBR® Inspection Score Report

IMPERIO WEALTH ADVISORS Total Inspection Points: 114/120
Experience: 8
Business Hours: 9
Business Images: 9
Exact Services: 9
Service Diversification: 9
Acknowledgments: 10
Contact Info: 10
Legitimate Ratings: 10
Online Appointment: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

LUIS ADOLFO SAGER Total Inspection Points: 113/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Responsiveness: 9
Website Standard: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10

TBR® Inspection Score Report

AL QUINTANA Total Inspection Points: 112/120
Acknowledgments: 8
Current Evaluation: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10