Financial Planners near Coral Springs picked by BestProsInTown
“I recently had the pleasure of working with Ali . He made the process a walk in the park. Friendly, knowledgeable, and ready to tackle my questions. I highly recommend working with him to anyone looking for life insurance.”
“I am working with advisor Renzo Barredo now on a long term care issue for one of his clients and am extremely impressed with the level of excellent client service he is providing. He has gone the extra mile in every way.”
“When I came to Weingard Wealth management 10 years ago, my financial situation was in total disarray. I needed assistance and I needed it quickly! I had a meeting with the team and despite the fact that 2 other wealth management companies couldn’t or wouldn’t help me, Rob, Aron and Nancy assured me that although my situation faced challenges, they were prepared and able to help me with all my issues .<br>Within a very short period of time, they had made meaningful changes, diversified my portfolio with special attention to tax consequences and even arranged a short time loan to get me through my immediate future. That was unheard of at the time. The rest is history! My sleepless nights of anxiety disappeared and my quality of life improved, knowing that I was financially secure.<br>They are available not just for quarterly meetings, but at all times, I can speak to them daily or weekly if I have any concerns at all . Also very important are the people they have as back up, who do the small details and daily paperwork, they are essential to make my life run smoothly .<br>I consider myself very fortunate to have found financial advisors who over the years have become friends . They are a family run group and they treat me as if I were family !<br>I respect their decisions, their professionalism and their concern for my wellbeing!”
“The team at Evershore is knowledgeable, responsive, and highly professional. Their guidance and attention to detail have made financial planning and decision-making much more straightforward. They offer valuable insights and take a strategic approach that inspires confidence. Highly recommend their services to anyone looking for sound financial advice and long-term planning support.”
“Matt and Kathleen did an amazing job helping us sell my Dad’s home after he passed away. They were extremely professional and responsive to all our needs, and they were vast as Dad had lived in that home for 40 years. They presented the property in its best light and we were under contract within a week. Truly a team that is easy to work with, quick to respond and help in any/all ways possible.”