Fendz Asset Management
2997 Day Avenue, Miami, FL 33133
About the Business
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Fendz Asset Management is a boutique finance and insurance agency located at 2997 Day Avenue in Miami, Florida, United States. Since 1997, we have been dedicated to helping our clients create strategic financial plans to achieve their short and long-term goals. With 30 years of expertise and the industry's most advanced financial planning tools, we work closely with each client to develop a personalized financial roadmap that aligns with their unique lifestyle. As independently licensed fiduciaries, we prioritize building deep relationships with our clients to provide personal and impartial counsel. At Fendz Asset Management, our primary objective is to help clients understand their risk tolerance and invest with confidence. We are committed to providing exceptional service and guidance to help our clients achieve financial success.
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Allocation Techniques
- Asset Management Company
- Business Succession Planning
- Discretionary Portfolio Management
- Estate Planning Specialists
- Fee-Only Wealth Management
- Fiduciary Services
- Financial Literacy Programs
- Financial Planning Services
- Futures Trading Platforms
- Independent Investment Advisory
- Independent Wealth Management
- Insurance Brokerage Services
- Insurance Solutions Providers
- Investment Performance Analysis
- Investment Portfolio Optimization
- Investment Strategy Development
- Investor Education Resources
- Long-Term Care Insurance
- Long-Term Financial Planning
- Private Investment Firm
- Retirement Account Options
- Retirement Income Planning
- Retirement Savings Strategies
- Risk Assessment Tools
- Tax Planning Experts
- Wealth Creation Advisors
- Wealth Transfer Strategies
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