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Welcome to Associated Financial Consultants / Associated Investor Services The Associated Companies exist to work with you as your financial partner. We will help analyze your situation, creating a synergistic team of uniquely qualified professionals. Together, we will design a coordinated action plan that addresses your investment and insurance needs and objectives.
Investment Services and Wealth Accumulation Strategies     The professionals at Associated Investor Services, Inc. provide the proper tools to strategically position wealth through financial services.
Pension Design and Administration Services     Associated Financial Consultants has been providing full-service employer sponsored retirement plan administration and consulting since 1989. We assist employers in the design, implementation, administration and communication of a wide range of retirement plans.
Employee Benefit Programs     Associated Financial Consultants consists of competent, caring professionals with over 40 years of experience of providing advice and service to you and your company's employees.

Welcome to Associated Financial Consultants, Inc. / Associated Investor Services, Inc.

Dedicated to the Creation and Conservation of Lifetime Assets

   

Comprehensive Financial Advice by a Team of Experienced Professionals

The Associated Companies exist to work with you as your financial partner. We will help analyze your situation, creating a synergistic team of uniquely qualified professionals. Together, we will design a coordinated action plan that matches your investment and insurance needs with your objectives, while communicating the benefits to interested parties. We will work closely with your other professional advisors as a team to meet your varied needs. Utilizing a long term perspective, together we will design solutions that work best for you.

Our primary goal is to help you pass wealth to future generations. Our process, therefore, involves family education on governance and succession. The professionals at The Associated Companies believe that for wealth to be preserved, communication, conviction, accountability, and support need to be ongoing.

The Associated Companies incorporate the latest technology and financial trends into our solutions, as we strive to ensure the privacy and protection of our clients' confidential financial information. We understand that technology and information are only one small part of the service that we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do. We hope you find this site useful and look forward to a long, continued relationship.

 

Recent News and Events

We would like to congratulate Mr. Paul Vladem, President of Associated Investor Services, Inc. for being selected again to attend the Barron’s Winner’s Circle Top Independent Advisors Summit. Only a select group of the “Top Independent Advisors” were invited to attend this invitation only, prestigious event.

Barron’s Winner’s Circle recognizes elite financial professionals in the country that display strong ethics, achieve extraordinary customer services, attain a high level of success and pursue industry best practices.


 
Associated Financial Consultants, Inc.
Associated Investor Services, Inc.

2699 Stirling Rd, Suite A-200
Ft. Lauderdale, FL 33312 | Map
Tel: (954) 983.5600 Fax: (954) 987.7710
Web: http://www.afc-ais.com

        

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“Partnership is the highest level of client relationships achievable. Trust, accountability, mutual support, truth and effort are the crucial elements that foster a strong, long term relationship.”

Source: Larry Wilson, “Changing the game…”

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One or more individuals are securities licensed through Investacorp, Inc., a registered broker/dealer, member FINRA and SIPC. Securities business cannot be transacted in states until after the appropriate license is obtained. FINRA's homepage is www.finra.org and Securities Investor Protection Corporation's homepage is www.sipc.org. Advisory services offered through Investacorp Advisory Services, Inc. A SEC registered investment advisory firm. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp Inc. and its affiliates.

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