Financial Planners near Miami Beach picked by BestProsInTown
“A very clean ATM lobby. It feels safe to withdraw money at this machine. The area sometimes feels skivvy in the evening and at night with plenty of homeless and panhandlers. It's nice to be inside a secure area. Plus, it's been working every time I have tried to use it.”
“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!!!”
