Broker Check

Our Primary Purpose

Over the years, we have found that a team approach can be effective when helping clients with a wide variety of needs maneuver through a complex financial-services world.

Finding Your Fit

We invite you to discover the power of our services. Experience the many benefits of collaborating with advisors with diverse backgrounds, perspectives, education, and experience.

Client Centered

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, and insurance.

Additionally, the firm has become a major player in the design, administration and implementation of both employer sponsored retirement plans and employee benefit plans.

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

Suggested Content

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.
Learn More
Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
Learn More
Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
Learn More