About Us

Our team of specialists at The Associated Companies focuses on providing dynamic planning, bringing a unique approach to planning using a holistic “one-stop shop” approach to solve complex issues. Our team includes professionals with licenses such as CFP (Certified Financial Planner™), CPA (Certified Public Accountant), PFS (Personal Financial Specialist), CLU (Chartered Financial Consultant), RHU (Registered Professional Disability and Health Insurance Underwriter).

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.

Please review the list of Our Services for a more complete and detailed description of how we can help you enhance and preserve your lifetime assets.

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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

Our Services

- Investment Services
- Employee Benefits Design
- Group Health Insurance
- Pension Design & Administration Services
- Registered Investment Advisory Services
- Estate Planning
- Social Security Planning
- Financial Planning
- Retirement Planning
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
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3 NASDAQ 2,233.75
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Disclaimer: Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be delayed.
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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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