Address: | 7330 Ocean Terrace Cu-01, Miami Beach, FL 33141, USA |
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Postal code: | 33141 |
Phone: | (305) 910-1314 |
Monday: | 10:00 AM – 7:00 PM |
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Tuesday: | 9:00 AM – 6:00 PM |
Wednesday: | 9:00 AM – 6:00 PM |
Thursday: | 9:00 AM – 6:00 PM |
Friday: | 9:00 AM – 2:00 PM |
Saturday: | 9:00 AM – 2:00 PM |
Sunday: | Closed |
When I met with Roy, I went in there thinking I was going to get a few questions answered on retirement planning. Instead, I left there getting a whole lot more. He informed me about different retirement investment options, how to choose the right life insurance for me and my family, how to lower my healthcare costs, and a few other things I had no clue about. I highly recommend Roy, he really knows his stuff and does a great job sharing his knowledge.
Roy was very helpful and provided information that was easy to understand and gave many great options to optimize my retirement. I would definitely recommend Roy to my co-workers as he was patient and knowledgeable about all of the options that were presented.
I would highly recommend Roy, I was unaware of all my options with my 401k retirement account and Roy showed me several options and even helped me to obtain a New kind of Life Insurance with Living Benefits!!! Who knew ?
I’m am more educated about my finances, I have an IUL which awesome and a Great policy to see
Me thru without any worries !