Family Financial Planners Inc - Fruitland Park, Florida
Address: 4499, 406 S Dixie Ave # 1, Fruitland Park, FL 34731, United States.
Phone: 3523264000.
Website: famfinplanners.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.
📌 Location of Family Financial Planners Inc
⏰ Open Hours of Family Financial Planners Inc
- Monday: 8:30 am–5 pm
- Tuesday: 8:30 am–5 pm
- Wednesday: 8:30 am–5 pm
- Thursday: 8:30 am–5 pm
- Friday: 8:30 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Family Financial Planners Inc: A Comprehensive Overview
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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Family Financial Planners Inc presents itself as a dedicated and accessible resource. Located in Fruitland Park, Florida, at 4499, 406 S Dixie Ave # 1, the firm offers a range of financial planning services designed to help clients achieve their long-term financial goals. With a commitment to personalized attention and a client-centered approach, Family Financial Planners Inc strives to provide comprehensive and effective solutions.
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About Family Financial Planners Inc
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Family Financial Planners Inc is a firm specializing in financial planning, assisting clients in various stages of life â from young families establishing their financial foundation to retirees seeking to optimize their retirement income. They focus on building strong, lasting relationships with their clients, understanding their unique circumstances, and developing tailored strategies to meet their specific needs. The firmâs philosophy centers around proactive planning, disciplined investing, and ongoing support to ensure clients stay on track toward their objectives. They emphasize a holistic view of financial well-being, considering not only investments but also insurance, estate planning, and tax strategies.
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Location and Accessibility
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The firmâs physical address is 4499, 406 S Dixie Ave # 1, Fruitland Park, FL 34731, United States. This location is strategically chosen to serve the local community effectively. Furthermore, Family Financial Planners Inc demonstrates a strong commitment to accessibility by offering a wheelchair-accessible car park and a wheelchair-accessible entrance. They also provide a wheelchair-accessible toilet, ensuring that individuals with mobility challenges can comfortably access their services. A toilet is also available on-site for general use. Appointments are strongly recommended to ensure dedicated time and attention for each client, contributing to a more focused and productive consultation.
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Services Offered
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While primarily focused on financial planning, Family Financial Planners Inc offers a suite of related services, including:
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- Retirement Planning: Assistance with developing strategies for a comfortable and financially secure retirement.
- Investment Management: Portfolio construction and ongoing management tailored to individual risk tolerance and financial goals.
- Estate Planning: Guidance on wills, trusts, and other estate planning documents to ensure assets are distributed according to client wishes.
- Insurance Planning: Analysis of insurance needs to protect against unforeseen events and mitigate financial risks.
- Tax Planning: Strategies to minimize tax liabilities and maximize after-tax returns.
- Education Savings Planning: Support for families saving for their childrenâs education.
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Client Feedback and Reputation
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Currently, Family Financial Planners Inc has 2 reviews on Google My Business, resulting in an average opinion of 3/5. While the feedback is mixed, it highlights both areas of strength and areas where the firm can continue to improve. Some clients have praised the firmâs personalized service and knowledgeable advisors, while others have expressed concerns regarding communication and responsiveness. It is recommended that prospective clients review these reviews to gain a balanced perspective before scheduling an appointment. The firm actively seeks client feedback and utilizes it to refine its processes and enhance the client experience.
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Website and Contact Information
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For more detailed information about Family Financial Planners Inc, including service offerings, fees, and advisor biographies, please visit their website at http://www.famfinplanners.com/. You can also contact the firm directly by calling 3523264000. The phone number is 3523264000. They are committed to providing prompt and helpful responses to client inquiries.
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Key Features Summary
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| Feature | Description |
|---|---|
| Location | 4499, 406 S Dixie Ave # 1, Fruitland Park, FL 34731 |
| Phone | 3523264000 |
| Website | http://www.famfinplanners.com/ |
| Specialties | Financial Planner |
| Accessibility | Wheelchair Accessible (Car Park, Entrance, Toilet) |
| Appointment Recommendation | Highly Recommended |
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In conclusion, Family Financial Planners Inc represents a reliable and accessible option for individuals and families seeking professional financial advice. Their commitment to personalized service, combined with their accessibility features, positions them as a valuable resource within the Fruitland Park community and beyond. Prospective clients are encouraged to explore their website and contact the firm directly to schedule an appointment and discuss their specific financial needs.
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"summary": "Family Financial Planners Inc is a Fruitland Park, Florida-based financial planning firm offering personalized services and prioritizing client accessibility, with an average customer rating of 3/5.",
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👍 Reviews of Family Financial Planners Inc
