Here’s The Deal: Synergy Financial Strategies, Inc. is one of the top-notch financial planners in Pembroke Pines, Florida. JORGE E. GONZALEZ is the founder and 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.
3 Best Financial Services in Pembroke Pines, FL
Expert recommended Top 3 Financial Services in Pembroke Pines, Florida. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 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.
If it wasn't for Jorge Gonzalez and Synergy Financial Strategies I would not be in the financially secure place that I am. Thirty years ago he came into my life and I cannit imagine making any financial decisions without him. The peace of mind he has given me and my family is phenomenal. I would recommend him highly to anyone that wants to be guided in the right direction, financially. He LISTENS to your thoughts and goals and uses his stratigies to help you reach your desired goals.
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.
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![PREMIER FINANCIAL SERVICES Pembroke Pines Financial Services PREMIER FINANCIAL SERVICES Pembroke Pines Financial Services](https://threebestrated.com/images/PREMIERFINANCIALSERVICES-PembrokePines-FL.jpeg)
Here’s The Deal: Premier Financial Services is a well-known financial planner in Pembroke Pines, Florida. Ross H. Grossman is the owner of the firm. 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.
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Fri: 9:30am - 6pm
Sat: 10am - 4pm
Sun: Closed
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TOP 3 PREMIER FINANCIAL SERVICES REVIEWS
Ross Grossman is wonderful. He is professional, knowledgeable, hard working, so friendly and kind. He answers any and all questions with a smile and is always able and willing to help with any tax or financial matters. Theresa who works at his office is equally as wonderful. She is so very sweet, warm, and friendly. I highly recommend Premier Financial Services.
Ross guides our young family with patience and expertise! He answers all our questions and brings up good points we would have never thought to address. He helps us achieve our best tax return and guides our choices for the children the upcoming year. So thankful for him.
I've been using Ross for 26 years for Business, personal and tax prep for family members. Always handled everything perfectly and professionally. I could give him 10 stars I would. I referred several friends who have been using him for years.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![CAROLINE REAVIS GEIS - PRIMERICA Pembroke Pines Financial Services CAROLINE REAVIS GEIS - PRIMERICA Pembroke Pines Financial Services](https://threebestrated.com/images/CAROLINEREAVISGEISPRIMERICA-PembrokePines-FL.jpeg)
Here’s The Deal: Caroline Reavis Geis is a licensed financial representative at Primerica. They both became Primerica Financial Representatives to help their neighbors in Pembroke Pines and nearby areas achieve their financial and life goals with a personalized investment plan. 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.
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TOP 3 CAROLINE REAVIS GEIS - PRIMERICA REVIEWS
Excellent service by the Caroline Reavis Geis highly recommended.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.