SYNERGY FINANCIAL STRATEGIES, INC.
1961 Northwest 150th Avenue, Suite 202, Pembroke Pines, FL 33028 Directions
Since 1989
Here’s The Deal:
"Synergy Financial Strategies, Inc. provides retirement planning, wealth management, FRS pension management, DROP/401(k)/IRA rollovers, annuities, life insurance, tax minimization strategies, long term care, and asset protection. The firm's team is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Synergy uses customized financial strategies to meet each client's financial needs. They 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."
SPECIALTY:
Retirement Income and Long-Term Care Strategies, Estate, Asset Protection and Preservation Planning, Wealth, Tax and Risk Management, Annuities, IRA/401(K) Rollovers, Education Funding, Charitable Giving, IRA Legacy & Investment Planning
TBR® Inspection Report:
PREMIER FINANCIAL SERVICES
2400 North University Drive, Suite 207, Pembroke Pines, FL 33024 Directions
Since 1997
Here’s The Deal:
"Premier Financial Services' goal is to give you the type of service you deserve with integrity and ethics, which will provide you with the results you need for your own financial independence. Ross H. Grossman, EA, has been helping clients with a safe retirement and preparing income tax returns since 1997. The firm provides a wide array of financial products and services to individuals and business owners. They have a bond with a variety of financial services companies, so if they don't have a product or service, they know a group that does. While forming a Financial Roadmap, they will assist walk you through a step-by-step process that will make you feel confident in your decisions concerning your financial future. They also provide tax services."
SPECIALTY:
Retirement Strategies, Estate Conservation, Fixed and Indexed Annuities, Disability Income, Cash-Value Life and Long-Term Care Insurance, Retirement Income Planning & Tax Management
TBR® Inspection Report:
COMMON CENTS WEALTH MANAGEMENT, LLC
15800 Pines Boulevard, Suite 202, Pembroke Pines, FL 33027 Directions
Since 2008
Here’s The Deal:
"Common Cents Wealth Management, LLC is an independent, fee-only, financial planning and wealth management company based in Pembroke Pines, Florida. The firm's retirement plan consultants will strive to cut your 401k plan total cost structure with low-cost fund options from Dimensional Fund Advisors (DFA), Vanguard Funds, and other Index and ETF Providers. Their investing strategy is backed by solid academic studies, historical precedent, and confidence in the capital markets. Common Cents Wealth Management, LLC is helping you reach your financial goals through low-cost, balanced portfolios, access to institutional-style funds, and wealth planning."
SPECIALTY:
Risk Assessment, Investment Analysis, Retirement and Insurance Planning, Education Funding, Budgeting, Tax Efficient Investment and Estate Planning, Account Setup and Asset Transfers, Charitable Gifting, Rebalancing & Reporting