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Premier Wealth Planning
6365 Northwest 6th Way, Fort Lauderdale, Florida, United States
About the Premier Wealth Planning
Premier Wealth Planning is a leading finance institution located in Fort Lauderdale, Florida. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth planning services tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide expert guidance every step of the way. Visit us at 6365 Northwest 6th Way to start planning for your financial future today.
6365 NW 6th Way Suite 160, Fort Lauderdale, FL 33309, United States
Opening hours of Premier Wealth Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Premier Wealth Planning
"Unfortunately we had a poor experience with this firm. We were promised to have a professional experience but instead we were mostly a set it and forget it client. She put us in some managed funds and never contacted us or made any recommendations or changes in 6 months. During that 6 months the market appreciated significantly and my portfolio underperformed drastically. Essentially we were ignored and the tax side of things was exactly the same. No communication from them unless I initiated. I would not recommend this firm at all."
"Excellent service received from First Class CPA Rodrick Walters!! Great customer service, very personable & knowledgeable. Highly recommended!"
"I would like to share my experience with Premier Wealth Planning. The team is very attentive and addresses all my concerns, always available. I have been with many advisories from Mellon Bank to Morgan Stanley. At PWP, I am not just another investor grouped into the mix. We truly get tax and financial advice suited to our situation. Arthur and Rosa Diamond"
"Barbra just about doubled my Investments. I would recommend her to anyone."
"DO NOT USE THIS FIRM. BARBARA SHAFFER LIED ABOUT FEES AND HAD $10,000 REMOVED FROM MY $90,00 FUNDS, AFTER SAYING "THERE ARE NO FEES, THAT'S THE BEAUTY OF IT'" NO FRONT END OR BACK END FEES, ONLY IF CASHED IN EARLY. SHE CONFESSED IN FRONT OF PEOPLE AND WAS GOING TO 'MAKE IT RIGHT' BUT NEVER DID. NEVER USE THIS WOMAN. I HAVE NEVER IN MY LIFE MET A MORE DISREPUTABLE WOMAN. I HAVE DOCUMENTS AND THE NAME OF THE PERSON SHE CONFESSED OF."
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