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Associated Financial Consultants & Investor Services

(954) 983-5600

Associated Financial Consultants & Investor Services is an independent, financial services firm that launched in South Florida in 1972. Over the past 40 years, the firm has been building a leading reputation in wealth management, investments, employer sponsored retirement plans, employee benefit plans and insurance.

In addition to wealth management, the firm has become a major player in the design, administration and implementation of both employer sponsored retirement plans and employee benefit plans.

Our full menu of services include:

  • Wealth Management and Investments
  • Employer Sponsored Retirement Plans
  • Group and Employee Benefit Plans
  • Life, Disability and Long Term Care Insurance
  • Family Planning
    • College Savings Programs
    • Life Event Planning
    • Marriage Planning
    • Divorce Planning
    • Care Giving
    • Legacy Planning
  • Estate planning
  • Tax efficient planning and coordination with your CPA
  • Philanthropic Planning
  • Cash Flow Analysis
  • Medicare
  • Social Security
  • Insurance and Wealth Protection Review
  • Review and aggregated evaluation of any outside investments
  • Review of employer sponsored retirement plans options/selections