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 to attend 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.

Mr. Vladem will be attending the Barron’s Winner’s Circle Top Independent Advisors Summit to be held in Orlando, Florida in March 2011. The summit is designed to facilitate an exchange of educational information, ideas and peer-based communication that focuses on best practices and wealth-management strategies.

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We would also like to congratulate Mr. Ron Myers of Associated Investor Services, Inc. for being elected to the Financial Planning Association of Greater Fort Lauderdale 2011 Board of Directors. Ron now serves as the Membership Director of this organization for the 2011 year.