3 Best Financial Services in Pembroke Pines, FL

“Synergy Financial Strategies, Inc.,founded by Jorge E. Gonzalez, who serves as the chief executive officer of the firm. For three decades, with seven years serving as an Investment Adviser Representative, he has been helping clients optimize their financial potential, build wealth, and build confidence through sound, individualized financial planning. His knowledge and professional preparation allow him to help design confident financial strategies for educators, business owners, professionals, individuals, and their families. JORGE E. GONZALEZ is a CERTIFIED FINANCIAL PLANNER™ professional with life and health insurance licenses and variable products. The team behind Synergy Financial Strategies comprises qualified financial experts who are passionate about helping individuals and families achieve their ideal retirements. Synergy Financial Strategies, Inc. uses customized financial strategies to meet each client's financial needs. They are rooted in the community and have developed their business by creating close, personal relationships with their clients. Their goal is to help create retirement income strategies for people in or nearing retirement so they can have confidence that their income will last as long as they do.”

Read more

“Premier Financial Services is owned by Ross H. Grossman. The professionals at Premier Financial Services are dedicated to providing comprehensive insurance solutions and aiding individuals in achieving their financial objectives. They offer various financial products and services to individuals and business owners, specializing in Equity-Indexed Annuities and Universal Life Insurance. The team aims to give you the service you deserve with integrity and ethics, providing the results you need for financial independence. While forming a Financial Roadmap, they will walk you through a step-by-step process that will make you feel confident in your decisions concerning your financial future. Call them if you have any questions about their firm or the range of financial products and services they offer. Their firm has a relationship with various financial services companies, so if they don't have a product or service, they know a group that does.”

Read more

“Caroline Reavis Geis is a licensed financial representative at Primerica. Their priority is to provide value and peace of mind to their clients. Whether interested in financial services, investment services, or term life insurance, they can help you find financial solutions that meet your needs. Caroline Reavis Geis takes pride in offering excellent customer service to everyone who visits their office. They are dedicated to treating every customer with the same respect and integrity they expect from themselves. They invite Pembroke Pines residents to contact or visit their office to discover how they can assist them in reaching their financial goals and aspirations. Primerica Representatives is committed to the communities in Palmdale and dedicated to supporting your and your loved ones' financial goals. Their representatives live and work in your neighborhoods, fully understanding what's important to Toledo residents, their families, and their businesses. The firm is dedicated to providing tailored, confidential solutions that meet each individual or family's unique needs and desires.”

Read more