Synergy Financial Strategies, Inc. is a financial planning firm in Pembroke Pines. The firm prides itself on being community-based and fostering close, personal relationships with its clients. Their primary objective is to create retirement income strategies for individuals nearing or in retirement, ensuring they have confidence in their income lasting throughout their lifetime. The team consists of qualified financial professionals passionate about assisting individuals and families in realizing their dream retirements. By utilizing customized financial strategies, the firm meets the unique financial needs of each client. Synergy Financial Strategies offers a wide range of services, including retirement planning, wealth management, FRS pension management, annuities, life insurance, tax minimization strategies, long-term care, and asset protection. Using the Synergy Financial Strategies plan, they will examine your current financial situation and determine your retirement needs.
3 Best Financial Services in Pembroke Pines, FL
Expert recommended Top 3 Financial Services in Pembroke Pines, 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.
SYNERGY FINANCIAL STRATEGIES, INC. REVIEWS
My husband and I are so grateful that a friend referred us to Jorge Gonzalez at Synergy Financial Strategies! My only regret is that we did not come to see him sooner. I am retiring from Dade County Public Schools this year and Jorge is guiding us through every single step. Not only is he helping with all of the steps of the DROP process, he is also assisting us with our debt management and planning for our life after I retire. He is knowledgeable in SO MANY areas and has shared that knowledge in patiently answering my multitude of questions. Jorge is passionate about what he does and helping people with financial challenges and planning for the future. He has created an amazing team at Synergy and we are very thankful for what he is doing in our lives, especially at such a crucial time.
I went to seek financial guidance from Jorge. In less than 10 years, he has taken me from a devastating situation, into a future I could never have imagined possible. Financially I will be better than fine, as will my children and grandchildren. I am forever indebted to Jorge for his financial acumen, professionalism and understanding all of my needs. I highly recommend him to anyone interested in watching their finances blossom.
Thank you to Jorge and Synergy financial for coming up with an excellent game plan to eliminate my debt and plan for my future. Reaching out for help can be hard but if you’re looking to making the step, i would highly recommend Synergy. An hour out of your day to set up the rest of your life is never a bad decision.
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Premier Financial Services is a full-service financial and tax preparation firm dedicated to helping people achieve their unique financial objectives. They have been aiding clients in securing their retirement and preparing their income tax returns since 1997. Premier Financial Services provides a broad range of financial products and services to individuals and business owners. They specialize in Equity-Indexed Annuities and Universal Life Insurance. Their objective is to deliver the level of service you deserve with integrity and ethics, providing you with the necessary tools to achieve your financial independence. They follow a step-by-step process to give you the confidence to make informed decisions about your financial future. They can assist you in developing a Financial Roadmap, providing you with guidance and support throughout the process. They offer a variety of annuities products to help you plan for retirement.
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PREMIER FINANCIAL SERVICES REVIEWS
Ross has taken care of my taxes the past 5 years now and has always done a great job. I live in Arkansas and even hundreds of miles away from Florida, him and his office staff do an amazing job accomedating me to make filing my taxes an easy process. I would chose Ross over anyone locally, even in another state. He throughly goes through all my tax documents and ask questions to make sure I’m taken care of. He provides a wealth of knowledge and great financial advice for my family and I. He’s a great guy and I highly recommend Ross Grossman to anyone I know!.
I have been going to Ross for my taxes for the last 10 plus years! Ross has proven to be a great financial advisor and tax guy for me. I can trust Ross with my financials, I can call him at anytime to ask questions and I speak to him Everytime! He's also a Real Estate Broker and sells Life Insurance and Annuities. Ross is well known and trusted through this community for his integrity and ethics.
My wife & I have been going to Ross for the past 3 years. He's very professional and has a wealth of financial experience. As a family guy, we appreciate Ross as he has never stirred us wrong in providing great financial advice. Highly recommend Ross as there's always something new to learn.
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Caroline Reavis Geis is a top-tier financial advisor at Primerica, boasting over 20 years of experience as a Licensed Financial Representative. Primerica is an autonomous financial services marketing organization that operates in North America, with over 117,000 licensed representatives catering to residents' needs. Their representatives can help you identify risks and guide you toward achieving your financial objectives. Primerica takes an educational approach and provides financial tools to assist its clients in reaching their goals. You can benefit from personalized assistance from their experienced team and access expertise and insights to help you attain your specific goals. You are welcome to contact them for a no-obligation consultation.
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CAROLINE REAVIS GEIS - PRIMERICA REVIEWS
Excellent service by the Caroline Reavis Geis highly recommended.
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