Chris Price Financial Planner 1000 Corporate Drive, Fort Lauderdale, FL 33334
About the Business
Chris Price Financial Planner is a finance and insurance agency located at 1000 Corporate Drive in Fort Lauderdale, Florida, United States. At our institution, we offer a wide range of services to assist our clients with Protection, Retirement Services, Investment Products, Estate Planning, Succession, Qualified & Non-Qualified Plans, and Group Benefits.
Our team of hands-on financial professionals is dedicated to simplifying the process for our clients. We provide multi-generational planning and portfolio analysis to business owners and high-net-worth individuals, helping them define their legacy and plan for the future they deserve. We offer two different models to address your needs, whether you are looking for a fee-based financial planner or a financial professional to help develop strategies for a portion of your assets.
If you're ready to get started, schedule a consultation with us to discuss your questions, concerns, and goals one-on-one. Our goal is to help you understand your wealth and provide you with actionable advice to paint a clearer picture of where you are today and where you want to be in the future.
In addition to our financial planning services, we also provide information on topics such as tax diversification for retirement income and the appeal of workplace benefit packages for employee recruitment and retention. Securities and investment advisory services are offered through qualified registered representatives of MML Investor Services LLC, with agents licensed to sell insurance and securities in various jurisdictions. Contact us today to learn more about how we can help you plan for a secure financial future.
Photos
Location & Phone number
1000 Corporate Dr Floor 7, Suite CP, Fort Lauderdale, FL 33334, United States
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Chris and his entire team are exceptional. They go out of their way to understand each client’s unique needs and to customize a plan to ensure you achieve your goals. They are also realistic and make sure that your goals are in line with what you can actually achieve. I highly recommend working with Chris and his team to plan your financial future."
"It’s invaluable to have someone so trustworthy and competent handling your assets. He’s great at communicating and always helps put my mind at ease when making decisions and planning for the future."
"I have been with Coastal Wealth and specifically with Chris Price for almost 7 years. Through that time he has been a knowledgeable financial guide. In the beginning, I asked for education before considering a financial product. Chris sat with me during several planned meetings throughout the year and gave me information, feedback on my investments, and help with financial planning. Thanks to his guidance I’m on track with my financial goals."
"I recently retired and was recommended to Chris by some co-workers. He is extremely knowledgeable when it comes to financial matters. His assistance leading up to my retirement and post retirement has been invaluable. I am extremely happy to be working with Chris and his team!!!"
"Chris Price was recommended to us by our accountant. Chris made it mandatory for us to meet with him for an analysis prior to moving any investments over to his company. Chris wanted to know what our goals and time frames are. He also analysed our understanding of different types of investment. We appreciate the monthly market snapshots. Chris is very engaged, knowledgeable."
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