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Stuart Estate Planning Inc
- Insurance
- Coconut Creek, FL
About this business
Stuart Estate Planning is a family owned and operated Estate & Retirement Income Planning firm serving clients throughout the country. Founded in 1972, we have developed our business by reaching out, educating, nurturing and maintaining close, trusting relationships with each of our clients. We understand how important it is for you to be able to trust your advisors – particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction... read more
Location details
5350 W Hillsboro Blvd #103, #103, Coconut Creek, FL, 33073, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been with ******* ***************** for seven years. They have done a great job for me. I am worth more today and my assets are all safe , I have been retired for five years now and I take out money to live on every month and I am still worth more today.
I September of 2020, my wife and I went to *************************, the president of Stuart Estate Planning in *************, *******, convinced me to sell my profitable ********** Annuity and convert the assets to Select Benefit, claiming the ********** product was deeply flawed. After 3 years, after taxes, I am facing a loss of about $33,000 after taxes, while *************************** Benefit made many thousands of dollars. Over this period, the S&P 500 went up 27%! I believe ****************** by his lack of critical... read more
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Frequently asked questions about Stuart Estate Planning Inc
How is Stuart Estate Planning Inc rated?
Stuart Estate Planning Inc has a 3.4 star rating with 10 reviews.
When is Stuart Estate Planning Inc open?
Stuart Estate Planning Inc is closed now. It will open tomorrow at 9:00 a.m.
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