Harris Mandler, CFP , CLU -Equitable Advisors - Fort Lauderdale, Florida

Harris Mandler, CFP, CLU - Equitable Advisors

Harris Mandler, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), is a distinguished financial advisor at Equitable Advisors, located at 1 Financial Plaza #1200, Fort Lauderdale, FL 33394, United States. His extensive expertise and commitment to his clients have earned him high praise and an impressive 5 out of 5-star rating on Google My Business.

Harris specializes in delivering tailored financial planning solutions to his clients. His practice offers a comprehensive range of services, including online appointments and on-site services, ensuring convenience and accessibility for all. The office is also equipped with wheelchair-accessible facilities, demonstrating Harris's dedication to accommodating clients with diverse needs.

Testimonials highlight Harris's exceptional professionalism and deep understanding of the financial tools available to effectively guide his clients. He goes above and beyond to assist both his clients and his team, demonstrating his passion for the profession and his commitment to helping them achieve their goals.

To schedule an appointment with Harris Mandler, it is recommended to visit his website at harrismandler.com or contact him directly at 9543565505. His office hours and availability can be confirmed through the website or by speaking with a member of his staff.

With an outstanding reputation and a strong track record of success, Harris Mandler, CFP, CLU - Equitable Advisors, is a trusted and reliable choice for anyone seeking expert financial guidance in Fort Lauderdale and the surrounding areas.

👍 Reviews of Harris Mandler, CFP , CLU -Equitable Advisors

J A. N.

5/5

Harris is a highly competent professional. He has extensive knowledge and understanding of the tools available to properly advice his clients. He goes out of his way to assist his clients and team. He likes and enjoys his profession and is committed to assist his clients and staff achieve their goals.

Nima A.

5/5

Mr. Harris Mandler is an excellent financial advisor. I have been working with him for just over 2 years now and have been very pleased with my returns, and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services.

Lauren W.

5/5

I can't say enough good things about mine and my husband's experience working with Harris. He's incredibly professional and patient. I'm not great with understanding financial concepts or crunching numbers but he is able to explain everything in a way that I completely understand. We never feel pressured by him to make any financial moves that we don't want to. He just lays out all of the information for us and allows us to choose what we think is best. We've built a strong financial plan for right now and have already talked about how we'll adjust it as time goes on. I'm definitely feeling more confident about our finances since we started working with him.

Cary J.

5/5

Harris is an excellent financial advisor. We have only been working with him for a short point of time but we are so grateful for all the information he has provided. He is honest, trustworthy and makes us feel extremely secure with our finances. Would highly recommend his services.

Paul B.

5/5

Harris is terrific to work with. He is a true professional bringing a wealth of experience and a calm, steady approach as an advisor. He'll be the first person to tell you to think twice about purchasing that second set of golf clubs in this economy. Well, the 2nd person after my wife. I highly recommend working with him for any of your personal or professional financial or insurance needs.

Diane P.

5/5

Harris has always been quick to respond and make sure I understand all my transactions. We were running into a glitch getting fund statements while processing a loan request and with one quick call to him, we were able to resolve everything and finalize the approval. I have never worked with anyone quite as professional and quick to respond with our best interest in mind for investment advice.

Darren P.

5/5

I have been working with Harris Mandler since 2015. Mr. Mandler has been attentive to my account throughout our business relationship. There was a period of underperformance and Mr. Mandler helped me reassess the market and make changes to my portfolio that reaped immediate benefits. I enjoy working with Harris and look forward to continue growing my account with him.

jaime H.

5/5

Great group to work with i refer ppl to them all the time. Trustworthy, honest and extremely helpful in many different ways