FINANCIAL CONCIERGE SOLUTIONS

Our mission is to bring expertise, convenience, and transparency to your financial life by offering personal attention with discretion... Our firm does not recommend or sell any financial products. We are here just for you. Since we have no vested interest in products, we can offer you genuinely unbiased service, information, resources, and advice. We do not replace your existing advisors... We help clarify your goals and formulate a plan to achieve and implement those goals. We invite an open dialogue with your team's trusted members, including your accountant, attorney, and financial/investment advisors.

Also known as: Financial Concierge Solutions, LLC

Primary location: Coral Springs United States