Financial Planners near Miami Beach

“Thank you to Jorge and Link Financial Group for being a platinum sponsor for our event that will impact the lives of graduating seniors this year. We wish your organization great success!!“

“In moments of difficulty, Meira Lubitz Financial Group has been a constant source of support and encouragement for my family's finances over the years. The recent loss of my husband brought about a challenging time, and I am truly grateful for their unwavering presence, valuable suggestions, and encouraging guidance. Having them by my side has made a significant difference, and I feel fortunate to have them as my trusted financial advisor. Thank you for your continued support.“

“As soon as my husband and I met Julian and Osvaldo we knew this was right place to be. We needed help planning our future retirement. We needed to understand how to ensure we could retire without financial worries. I love how as soon as we walked through the door we were treated as unique individuals with unique circumstances and needs. Our plan is tailored to our specific needs and desires for the lifestyle we would like to live during retirement. Julian took the time to understand what our future financial needs are and Osvaldo structured our portfolio to a plan to get us where we need to be when it’s time to retire. The whole office is amazing. I would recommend anyone to go talk Julian at WealthUSA and find out what he can offer you to get ready for your future!!!“

“I am an aspiring investor/entrepreneur In search of a financial advisor who isn’t closed minded and can help me build wealth.I enjoyed my first call with Alexander because he took the time to educate me and was generous about his realistic perspective on the road to wealth. I can honestly say he went above and beyond even if I’m not his ideal client yet. He’s old enough to have a lot of experience and young enough to understand up to date wealth formula’s . I appreciate our 2 hour conversation. I can’t promise you the same if you have a closed mind.“

“I found out about this business after I received a referral from Dave Ramsey Smartvestors. I initially received an email and was contacted. Highly recommend! Clearly passionate about helping clients understand their finances. Greatly improved my wealth management and investment knowledge.“

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“Such a great financial planning company! They help us invest in things we believe in and have such great yearly meetings to help update us!!❤️“