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.
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.
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 InvestmentsEmployer Sponsored Retirement PlansGroup and Employee Benefit PlansLife, Disability and Long Term Care Insurance
Family Planning College Savings Programs Life Event Planning Marriage Planning Divorce Planning Care Giving Legacy Planning
Estate planningTax efficient planning and coordination with your CPAPhilanthropic PlanningCash Flow AnalysisMedicare
Social SecurityInsurance and Wealth Protection ReviewReview and aggregated evaluation of any outside investmentsReview of employer sponsored retirement plans options/selections