Associated Investor Services, Inc.

Description

• Dedicated to the Creation and Conservation of Lifetime Assets; Comprehensive Financial Advice by a Team of Experienced ProfessionalsAssociated Group 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 team of specialists at Associated Group 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 Associated Group believe that for wealth to be preserved, communication, conviction, accountability, and support need to be ongoing.
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  Headquarters:2699 Stirling Road , Hollywood, Florida, United States

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  Phone Number: +1 954-987-7342

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  Website: https://www.afc-ais.com

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  Employees:12

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  Revenue:$1 - 10M

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  Legal Name:Associated Investor Services, Inc.

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• |  NAICS Code: 523930  |

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