×

Review Keywords Analysis

Wisdom Financial Services photo
Wisdom Financial Services photo
Wisdom Financial Services photo
Wisdom Financial Services photo
Wisdom Financial Services photo

Wisdom Financial Services

Address: 2546 N Federal Hwy, Fort Lauderdale, FL 33305, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Retirement Planning Customized Retirement Plans $100 - $300 Call to Book
Retirement Income Strategies $150 - $250 Call to Book
Retirement Transition Planning $200 - $400 Call to Book
Investment Advisory Portfolio Management $50 - $150 Call to Book
Investment Strategy Development $100 - $200 Call to Book
Income-focused Investment Planning $75 - $175 Call to Book
Financial Consultation One-on-One Financial Planning Sessions $100 - $250 Call to Book
Family Financial Planning $150 - $300 Call to Book
Tax Planning Consultation $100 - $200 Call to Book

What people love

From reviews
Knowledgeable staff(5) Retirement planning(4) Detailed explanations(3) Financial security(3) Peace of mind(3) Long-term relationships(3) Customized plans(2) Integrity(1) Life-altering advice(1) Smooth transition(1)

About this business

At Wisdom Financial Services, we treasure our clients' insights. Here is the Customer feedback summary: (1) I have been with Rocco for several years and am happier than I imagined. Rocco makes me feel safe and takes the time to answer all my questions and explain everything thoroughly. I have no worries that my money is safe and that it will continue to grow for my future. (2) I could not be happier with Rocco after many years of working together. He has made me more relaxed and better prepared for retirement than I ever thought possible. Rocco plans every aspect of our retirement very meticulously. He reviews and explains everything to my husband and me and provides us the opportunity to pursue our dreams and tells us how we can achieve them. And remember it’s never too early to begin. My 26-year-old daughter is now working with Rocco, and we are at peace with the idea. We know he helps her and makes sure she is ready for the future. (3) If Financial Freedom and Financial Peace are what you strive for at a later date in life, start now! This is priceless! Rocco from Wisdom Financial has the passion and experience required. He provides the tools! I now have peace about my future retirement. I know I will have income from my investments. He says INCOME IS THE ONLY OUTCOME. Investments are good but if they do not offer you income...

Frequently asked questions

7 questions
What do Wisdom Financial Services clients say about the work?
Clients frequently praise Rocco for his thoroughness and ability to explain complex financial concepts. Many express feeling secure about their finances and appreciate the meticulous planning for retirement, highlighting the supportive environment he creates for achieving their dreams.
Does Wisdom Financial Services offer retirement planning, and how do clients feel about it?
Yes, they provide customized retirement plans, income strategies, and transition planning. Clients report feeling more prepared for retirement, with Rocco's detailed approach helping them feel relaxed and confident about their financial future.
Can I get one-on-one financial planning sessions at Wisdom Financial Services?
Yes, they offer one-on-one financial planning sessions as part of their financial consultation services. Clients appreciate the personalized attention and detailed explanations provided during these sessions.
What investment advisory services does Wisdom Financial Services provide?
They offer portfolio management, investment strategy development, and income-focused investment planning. Clients have noted the team's expertise in managing investments to ensure financial growth.
How does Wisdom Financial Services support clients with tax planning?
The team provides tax planning consultation as part of their financial consultation services. Clients value the guidance they receive in navigating tax-related issues, contributing to their overall financial peace.
Is it too early to start planning for retirement with Wisdom Financial Services?
No, it's never too early to begin planning for retirement. Clients emphasize the importance of starting early, and Rocco encourages proactive financial planning to help achieve long-term goals.
Where is Wisdom Financial Services located?
2546 N Federal Hwy, Fort Lauderdale, FL 33305, USA

Location & directions

Fort Lauderdale, Florida
Wisdom Financial Services
Financial Consultant
Address
2546 N Federal Hwy, Fort Lauderdale, FL 33305, USA
Hours
Closed Now
Wisdom Financial Services Reviews · 5.0 average
0 Reviews
G Google 5

No Reviews Found

Alternatives to Wisdom Financial Services

See all top financial consultant in Fort Lauderdale →