SYNERGY FINANCIAL STRATEGIES, INC.
1961 Northwest 150th Avenue, Suite 202, Pembroke Pines, FL 33028
Since 1989
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
They helps their clients to maximize their financial potential, build wealth and attain confidence through sound, individualized financial planning ● Provides their team of professionals can help you create a well-thought-out strategy
TBR® Inspection Report
PREMIER FINANCIAL SERVICES
2400 North University Drive, Suite 207, Pembroke Pines, FL 33024
Since 1997
Retirement Strategies, Estate Conservation, Fixed and Indexed Annuities, Disability Income, Cash-Value Life and Long-Term Care Insurance, Retirement Income Planning & Tax Management
They can prepare all types of returns and help you with your corporate needs ● The personalized program that they can provide is a roadmap to working toward a more confident financial future -They help you create your very own Financial Roadmap
TBR® Inspection Report
COMMON CENTS WEALTH MANAGEMENT, LLC
15800 Pines Boulevard, Suite 202, Pembroke Pines, FL 33027
Since 2008
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
Focuses on 401K and 403B consulting for businesses seeking low-cost portfolios and optimized plan design ● Also help your company owners to maximize savings through proper retirement plan design