Financial Strategies Group - Sunrise, Florida

Adresse: 500 Sawgrass Corporate Pkwy #100, Sunrise, FL 33325.
Telefon: 9548884680.
Webseite: fsgplanners.com.
Spezialitäten: Finanzplaner.
Andere interessante Daten: Rollstuhlgerechter Eingang, Rollstuhlgerechter Parkplatz, Rollstuhlgerechtes WC, WC, Terminvereinbarung empfohlen.
Bewertungen: Dieses Unternehmen hat 5 Bewertungen auf Google My Business.
Durchschnittliche Meinung: 5/5.

Ort von Financial Strategies Group

9548884680

Das Financial Strategies Group ist ein kompetentes und kundenorientiertes Finanzplanungsunternehmen, das Ihnen dabei helfen kann, Ihre finanziellen Ziele zu erreichen. Das Unternehmen befindet sich an der Adresse 500 Sawgrass Corporate Pkwy #100, Sunrise, FL 33325 und ist unter der Telefonnummer 9548884680 erreichbar.

Die Website des Financial Strategies Group lautet fsgplanners.com. Hier können Sie sich ausführlich über die Dienstleistungen und Spezialitäten des Unternehmens informieren. Als Finanzplaner bietet das Financial Strategies Group eine breite Palette von Dienstleistungen an, die auf die individuellen Bedürfnisse und Ziele seiner Kunden zugeschnitten sind.

Das Financial Strategies Group ist besonders für Menschen mit eingeschränkter Mobilität geeignet, da es über einen rollstuhlgerechten Eingang, rollstuhlgerechte Parkplätze und ein rollstuhlgerechtes WC verfügt. Es wird empfohlen, vorab einen Termin zu vereinbaren.

Laut Google My Business hat das Financial Strategies Group 5 Bewertungen mit einer Durchschnittsbewertung von 5/5. Das zeugt von der hohen Zufriedenheit der Kunden mit den Dienstleistungen des Unternehmens.

Bewertungen von Financial Strategies Group

Financial Strategies Group - Sunrise, Florida

Taylor Kerby

5/5

Working with FSG has offered me such peace of mind. They're smart, reliable, easy to get a hold of, and truly listen when we talk. It's incredibly refreshing compared to other planners I have worked with.

I'm a small business owner and have a unique set of financial circumstances. It means so much to me that every time we meet, they give me one-on-one, personalized advice that fits my longterm investment goals.

But what I think speaks volumes is that they go so beyond the money I have invested with them. Like the time they worked directly with my accountant to reduce my tax burden. Or the time they advised me to NOT invest a lump sum of money with them because they wanted me to keep an easily accessible rainy day fund. It truly feels like they are my partners and just want whats best.

Again, I can't recommend them enough will continue to tell my family and friends about how great they are to work with. They're the only people I trust with helping me plan out my future.

Tamara „Tammy“ Sabbagh

5/5

FSG are awesome! Whenever I refer clients to them they call me immediately to thank me because they know that their future is in the best hands. Chris has been amazing and I am so happy that my clients best interest is always a priority with FSG

MAJOR LEAGUE INSPECTIONS LLC

5/5

Had the opportunity to meet with Chris Rios and all I can say is wow! The treatment from him and all the staff at FSG is like non other. I’ve visited other financial advisors and none have made me feel like Chris and FSG, they make you feel like family and they truly do care about you and your future. Thanks again Chris for the great experience!

Joel Bruno

5/5

Met with Chris and Kim to discuss mine and my wife's financial future. They were able to pull the relevent information from us with ease as we talked. The laid back atmosphere helped make planning for the future and the possible pitfalls less strenuous than when you try to strategize on your own.

Michael Buonaiuto

5/5

Chris Rios is an amiable guy. He shared with me the importance of financial strategies, how to keep investments liquid enough for planned or unforeseen events, and even where to feel like a local in Islamorada!