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Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those WHO CAN identify long term trends. Whether You’re facing RETIREMENT—OR looking to better understand certain investment IDEAS—WE CAN help YOU address your most pressing financial questions. OUR first priority is your overall financial success. We want to learn more about your personal situation. Identify your dreams and goals. And understand your tolerance for risk. Long term relationships that encourage open and honest communication have been the cornerstone of MY foundation of success. OUR site is filled with educational videos. Articles. Presentations. And calculators designed to help YOU learn more about the world of personal finance. AS YOU search MY WEBSITE. Send ME a note regarding ANY questions YOU MAY have about ANY particular investment concepts or products. We'll GET back to YOU quickly with a thoughtful answer.
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We will find a WAY.

Hours
Regular Hours
Mon - Wed:
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Services/Products
For many. Understanding every aspect of personal finance CAN BE daunting. From investments to retirement to insurance. The decisions CAN BE overwhelming. That’s where LDA wealth management comes in. Whether YOU have significant assets to MANAGE—OR if YOU are just starting to accumulate WEALTH—WE have the tools and background to provide the services that MAY FIT your needs. MY personal goal is to provide YOU with guidance that CAN help YOU understand and better define your financial goals. I work hard to create a mutually beneficial and respected long term relationship with MY clients and their families. AS a member of the community for several years. I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about. For more information about MY firm and OUR services. Please call. I would enjoy learning more about your goals and dreams.
Location
South East corner of Pine Island Rd and Sunrise Blvd in the Bank of America Plaza (Third Floor)
Neighborhood
Plantation
Associations
Financial Planning Bureau of Standards
Other Link

http://www.ldawealth.com

Category
Investment Management
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