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Florida Financial Advisors
Asesoría experta para su futuro financiero
4.2
Business
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Asesoría experta para su futuro financiero
Florida Financial Advisors, ubicado en Orlando, se dedica a capacitar a sus clientes con asesoría financiera experta. Con un equipo de asesores expertos, entre ellos Parker Long y Austin Wallace, la firma se centra en estrategias de inversión personalizadas y una planificación financiera integral. Los clientes valoran el enfoque de apoyo y educativo, que fomenta una comprensión sólida de la dinámica del mercado y el crecimiento de las inversiones. Ya sea gestionando inversiones 401(k) o la salud financiera en general, Florida Financial Advisors se compromete a ofrecer un servicio efectivo y centrado en el cliente.
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Gestión experta y optimización de inversiones 401k para garantizar crecimiento y seguridad a largo plazo.
Estrategias de inversión personalizadas adaptadas a su tolerancia al riesgo y a sus objetivos financieros.
Servicios integrales de planificación fiscal para minimizar las obligaciones y maximizar los ahorros.
Sesiones educativas para mejorar la comprensión de los mercados y de las finanzas personales de los clientes.
Planes financieros integrales que abarcan objetivos, gestión de riesgos y preparativos para el futuro.
Calificación general
Nicholas Imamshah
I started working with Parker Long 3 years ago under the guise of managing my 401k investments, but with the secondary intent of building my own understanding of the market. Parker has been a consistent wealth of knowledge for me in that time and my competency reflects it just as much as the portfolio's performance.
Massimo C
Great experience working with Daniel Manzella on my 401k and tax strategy. Very knowledgeable, would highly recommend!
Chris Dakin
I question the 100% 5-star reviews. Commission based. Pushed a product to me that they could not explain the allocations or market drivers impacting the product, promising more details after I purchased the product. Promised a personal plan that never came to fruition -- instead for the annual fee I received a quarterly slide deck of canned generic info that I could research myself.
Erin Nagle
I've been working with Associate Manager Austin Wallace for a few years now, and am truly thrilled with his service! When you look at my portfolio performance graph you can clearly see when he began advising me, and my investment growth since that time has been ALL positive and steady. The cost for service is surprisingly low, especially for such an important and (to me) overwhelming and confusing necessity like financial planning. Austin is kind, gentle, super responsive, and makes himself available for meetings within a few days with several day/time options always offered. His personality exudes knowledge, but he's also reassuring and provides a great deal of education each meeting, and is not at all pushy, or rushed. I've learned so much because of Austin Wallace, and deeply trust his expertise. With great confidence, I highly recommend Austin Wallace at FL Financial Advisors to entrust with your preparations for your future.
Sandra Jalbert
Matt Falt is an excellent advisor! He cares about his clients and it shows. It is so easy to talk to him. He makes you feel like family. He is extremely knowledgeable and takes the time to really listen and understand my objectives. He works within my risk tolerance/comfort level. He has restored my confidence that I can reach my goals!
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