This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
We have spent our entire careers working with people who are nearing or in retirement. We understand your unique needs. And we know there's simply no way you can afford to waste valuable retirement years trying to recover from dips in the market. You need reliability. You need to protect your profits and lock in gains. You need your money to go to work for you in retirement. It's not how much money you put in but it's more important to focus on how much money you get out without running out of money. Let's do your financial ... read more
2550 N Federal Hwy Suite 13, Suite 13, Fort Lauderdale, FL, 33305, United States
Get directionsWeekday | 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 2:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I went from nothing in retirement savings to having about $60k a year guaranteed in just 5 years of following the plan I got from Wisdom Financial. I’m still building but very happy with my progress.
Rocco at Wisdom Financial Services is truly a needle in a haystack. He has helped my family in ways I never thought could be possible. Stress for my family has decreased knowing they are taken care of financially g-d forbid something happens to me. He truly cares for you and really wants to help secure your future. Rocco is also a respected leader in the community and always speaks the truth and is very passionate about his work. Highly recommend his services.
I am grateful to this company for changing my future. I was a 40 year old woman, going through a divorce, with no financial plan and no savings. It was scary. I had spoken to people in financial planning in the past, but always got a weird feeling, like I was just a possible commission for them. Not the case here. I had already known about Rocco's reputation for integrity before we met, which made me a lot more comfortable being open with him about my situation. He spoke to me in a way that had me not only understand what my... read more
Wisdom Financial Services has a 5 star rating with 9 reviews.
Wisdom Financial Services is closed now. It will open tomorrow at 9:00 a.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com