3 Best Financial Services in Pembroke Pines, FL

My husband and I had the fortune to assist to one of their seminars regarding retirement and SS, so we decided to visit their offices. It was great! Their transparent and professional approach made me feel confident in my financial decisions. Their responsive and caring customer service made the process seamless and stress-free. We couldn’t be happier to do business with them. We highly recommend their professional and trustworthy services.

We worked with Richard Price who was warm, kind, considerate and very thorough. He felt like an old friend. He spent time explaining things and ensured that we understood every aspect of the policies. He went above and beyond and even took personal time to help out our friend who was in need. We appreciate and highly recommend his services.

I met David and his team at a seminar about Social Security. I was impressed with their knowledge and experience. I decided to use him as my financial advisor and have not been disappointed. He knows the markets and invested my money well. I am comfortably retired now living on income from my investments. Thank you Durham Loyal.

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.