SYNERGY FINANCIAL STRATEGIES, INC.
1961 NW 150th Ave, Suite 202, Pembroke Pines, FL 33028
Since 1989
Retirement Income Strategies, Wealth Accumulation, Asset Protection, Annuities, Life Insurance, Tax Minimization Strategies, Long-Term Care, IRA, 401(k) Rollovers, Trusts, Probate, Charitable Giving, Estate Planning, Tax Planning & Legacy Planning
Create Sound Retirement Income Strategies
COMMON CENTS WEALTH MANAGEMENT, LLC
15800 Pines Blvd, #202, Pembroke Pines, FL 33027
Since 2008
Goal Setting, Risk Assessment, Investment Analysis, Retirement Planning, Education Funding, Budgeting, Tax Efficient Investment Planning, Estate Planning, Insurance Planning, Charitable Gifting, Account Setup & Asset Transfers
Focuses on controlling costs and ensuring proper Asset Allocation primarily using passive Investments such as Index Funds, Exchange Traded Funds
EVEREST FINANCIAL ADVISORS
9720 Stirling Road #107, Cooper City, Pembroke Pines, FL 33024
Since 2010
Investment, Tax Planning, Cash Flow Management, Insurance, Estate, Retirement & College Planning
Specializes in Financial Planning, Investment Management, Tax Preparation and Income Distribution strategies for Municipal, County, State workers as well as health care providers