Financial Planners in Miami

“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!!!“

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“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.“