Elevate Advisors

Family Retirement Services, LLC - Wellington, Florida

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 8461 Lake Worth Rd Ste 205, Wellington, FL 33467.
Phone: 8003774027.
Website: frsinvestmentadvisors.com
Specialties: Financial planner, Financial consultant, Life insurance agency, Tax department.
Other points of interest: Identifies as veteran-owned, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Family Retirement Services, LLC

Family Retirement Services, LLC 8461 Lake Worth Rd Ste 205, Wellington, FL 33467

☎️8003774027

⏰ Open Hours of Family Retirement Services, LLC

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a comprehensive overview of Family Retirement Services, LLC, formatted as requested, aiming for a formal and approachable tone:

Family Retirement Services, LLC: A Trusted Partner for Your Retirement Planning

For individuals and families seeking comprehensive and personalized retirement planning solutions, Family Retirement Services, LLC stands out as a dependable and experienced resource. Located in Wellington, Florida, at 8461 Lake Worth Rd Ste 205, FL 33467, this firm offers a holistic approach to securing a comfortable and financially stable future. They operate under the phone number 8003774027, and their website, frsinvestmentadvisors.com, provides further details about their services.

Family Retirement Services, LLC distinguishes itself through a diverse range of expertise. Primarily, they function as highly skilled financial planners and financial consultants, working closely with clients to develop customized strategies aligned with their unique goals and circumstances. Furthermore, they operate a fully licensed life insurance agency, allowing them to integrate insurance products seamlessly into their retirement plans, providing vital protection and long-term security. Crucially, they also maintain a dedicated tax department, ensuring clients benefit from optimal tax strategies throughout the retirement journey.

Key Features & Accessibility

  • Veteran-Owned Business: Family Retirement Services proudly identifies as a veteran-owned company, reflecting a commitment to service and dedication.
  • Convenient Scheduling: Clients can easily schedule online appointments, offering flexibility and accessibility.
  • Accessibility Features: The firm demonstrates a strong commitment to inclusivity, boasting a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom.
  • Professional Environment: A restroom is available for client use.
  • Appointment Requirements: Appointments are generally required to ensure dedicated, personalized attention.
  • Recommended Appointments: The team strongly recommends scheduling appointments to maximize the benefits of their services.

Currently, Family Retirement Services, LLC has garnered positive feedback, with a remarkable average opinion of 5/5 based on 3 reviews on Google My Business. These reviews consistently highlight the firm’s professionalism, responsiveness, and dedication to client success.

👍 Reviews of Family Retirement Services, LLC

Family Retirement Services, LLC - Wellington, Florida
Michael H.
5/5

Exceptional Guidance in Times of Need
I am writing this review with a heart full of gratitude for the services provided by Terry at Family Retirement Services. At the age of 39, I was diagnosed with terminal cancer, and the fear of leaving my family financially vulnerable was overwhelming. In this darkest of times, Terry's expertise and compassion have been nothing short of a lifeline.

From our first meeting, Terry's approach was both professional and deeply empathetic. He took the time to understand not just my financial situation but also my emotional state, ensuring that every decision we made was thoughtful and considerate of my family's future. His strategic insights into securing my family's financial stability have given me peace of mind like no other.

Terry's proactive communication and clear explanations of complex financial matters made what could have been a daunting process feel manageable and hopeful. His dedication to ensuring that all my concerns were addressed, often going beyond the call of duty, has allowed me to shift my focus from financial worries to cherishing every moment with my loved ones.

I am profoundly thankful for Terry's guidance. His service has not only been about financial planning but has also provided emotional support, making this challenging journey a bit easier to bear. If you're looking for a financial planner who combines expertise with genuine care, Terry is unequivocally the best choice.

Thank you, Terry, for your invaluable help during this critical time. You've truly made a difference.

Family Retirement Services, LLC - Wellington, Florida
Steve S.
5/5

Family Retirement Services has proven to be an invaluable asset in guiding us through the complexities of investing our inheritance. Their team of knowledgeable professionals has consistently exceeded our expectations with their expertise, friendly demeanor, and unwavering commitment to our financial well-being.
From the initial consultation to ongoing support, we've been impressed by their ability to break down complex financial concepts into understandable terms. Their personalized approach has made us feel confident in our investment decisions.
We wholeheartedly recommend Family Retirement Services to anyone seeking a trusted and reliable partner for their financial future. Their dedication to client satisfaction is truly commendable.

Family Retirement Services, LLC - Wellington, Florida
Acoirac7
5/5

Terry and his team have worked with us for many years. We appreciate the personalized attention and innovative products they offer. Highly recommend!!

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