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BEST RATED PEMBROKE PINES, FL FINANCIAL SERVICES

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. You deserve only the best!

Synergy Financial Strategies, Inc. - Pembroke Pines, FL Financial Services
Synergy Financial Strategies, Inc. - Pembroke Pines, FL Financial Services
Best Financial Services in Pembroke Pines FL - Synergy Financial Strategies, Inc. video
10+ YEARS IN TBR
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SYNERGY FINANCIAL STRATEGIES, INC.

(4.8 Score)
1961 Northwest 150th Avenue, Suite 201,
Pembroke Pines, FL 33028 Directions

Since 2011

Specialty:

✓ Retirement Income and Asset Protection Strategies ✓ Wealth Management ✓ Annuities ✓ Investments ✓ Ira/401(K) Rollovers ✓ Life Insurance ✓ Tax-Efficient and Long-Term Care Strategies ✓ Ira Legacy Planning ✓ Trusts ✓ Probate ✓ Charitable Giving ✓ Estate Planning ✓ Tax Planning

“Synergy Financial Strategies, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Their team of professionals can help you create a well-thought-out strategy, using a variety of insurance products and services, to help you address your financial needs and concerns. Jorge E. Gonzalez is the founder of Synergy Financial Strategies, Inc. Jorge is a CERTIFIED FINANCIAL PLANNER® professional with extensive expertise in investment advisory services, life and health insurance management, and general financial planning advice. With nearly 40 years of experience, his deep knowledge and steadfast commitment to client success enable him to design strategies that address even the most complex financial needs. At Synergy Financial Strategies, Jorge and his dedicated team are passionate about simplifying the financial planning process, empowering clients to achieve their goals and secure a confident, prosperous future.”

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License P11000025043

Contact:

(954) 392-9797

Mon-Fri: 8:30am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Premier Financial Services - Pembroke Pines, FL Financial Services
Premier Financial Services - Pembroke Pines, FL Financial Services
7+ YEARS IN TBR
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PREMIER FINANCIAL SERVICES

(4.7 Score)
2400 North University Drive, Suite 207,
Pembroke Pines, FL 33024 Directions

Since 1997

Specialty:

✓ Tax Management ✓ Retirement Strategies ✓ Estate Conservation ✓ Annuity Products ✓ Fixed and Indexed Annuities ✓ Disability Income ✓ Cash-Value Life and Long-term Care Insurance ✓ Retirement Income Planning

“Premier Financial Services is a full-service insurance firm committed to helping people pursue their individual financial goals. They offer a wide range of financial products and services to individuals and business owners. Ross H. Grossman is the financial advisor of Premier Financial Services. He believes in helping you assess all of your tax and financial goals and help you manage your finances. Premier Financial Services' goal is to give you the type of service you deserve with integrity and ethics to provide you with the results you need for your financial independence. They hope to touch, move, and inspire every client.”

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Contact:

(954) 430-1960

Mon-Thu: 9:30am - 7pm
Fri: 9:30am - 6pm
Sat: 10am - 4pm
Sun: Closed

TBR® Inspection Report:

DurhamLoyal Wealth Management - Pembroke Pines, FL Financial Services
DurhamLoyal Wealth Management - Pembroke Pines, FL Financial Services
DurhamLoyal Wealth Management - Pembroke Pines, FL Financial Services
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DURHAMLOYAL WEALTH MANAGEMENT

(4.7 Score)
2250 NorthWest 136th Avenue,
Pembroke Pines, FL 33028 Directions

Specialty:

✓ Retirement Planning ✓ Guaranteed Income Strategies ✓ Wealth Preservation ✓ Estate and Tax Planning ✓ International Wealth Preservation ✓ Health Care Planning

“DurhamLoyal Wealth Management understands the need for comprehensive retirement education, and they are happy to offer different ways for you to interact with them to get the financial education best suited for you. David Durham is the founder of DurhamLoyal Wealth Management. He began his professional career as a Financial Planner over 48 years ago. His firm, DurhamLoyal, is Florida’s premier full-service financial firm for retirees, soon-to-be retirees, business owners, and highly paid executives. DurhamLoyal Wealth Management is widely acclaimed in several states in the United States and many countries throughout Europe, South America, and the Caribbean. Start the conversation today by scheduling a free, no-obligation consultation.”

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Contact:

(800) 567-0197

Mon-Thu: 9am - 5:30pm
Fri: 9am - 5pm
Sat: 9am - 1pm
Sun: Closed

TBR® Inspection Report:

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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 REVIEWS

Ross is the man. If you're looking for a top-notch tax professional, Ross is the guy you want in your corner. I've been working with him for my tax needs and couldn't be more impressed with his knowledge, professionalism, and attention to detail. He makes the whole process smooth and stress-free, always taking the time to explain everything and ensure I'm getting the best outcome possible. And let me just say—his office is seriously awesome. It's like walking into a mini sports museum! The walls are covered with incredible sports memorabilia that instantly puts you at ease and makes you feel right at home. From signed pictures to vintage collectibles, it’s a total vibe for any sports fan. Highly recommend Ross if you want your taxes done right, and to enjoy the coolest office around while you're at it.

I had a great experience with Ross. He took the time to answer all my questions and guided me on what I should be doing as a 1099 independent contractor for tax time. Thank you Ross for helping me out! Definitely will be back to prepare my taxes with you!

I have been going to Ross for 16 years now and he’s the best! It’s the most comfortable environment to walk in too and he’s very pleasant and professional! Highly recommend him! He also offers many other services as well other your accounting needs!

DURHAMLOYAL WEALTH MANAGEMENT REVIEWS

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!

TBR® Inspection Score Report

SYNERGY FINANCIAL STRATEGIES, INC. Total Inspection Points: 115/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Review Analysis: 9
Complete Info: 10
Contact Info: 10
Current Evaluation: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Study: 10
Website Standard: 10

TBR® Inspection Score Report

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

TBR® Inspection Score Report

DURHAMLOYAL WEALTH MANAGEMENT Total Inspection Points: 112/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Business Hours: 9
Review Analysis: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10