Financial Planning
We understand you’re saving for all different life events: retirement, a house or simply to build wealth.
Bonds
Bonds are a good pick as part of a diverse investment strategy – they offer solid growth in the long-term.
Retirement
No matter where you want your retirement savings to take you, it’s quick and easy to set up a pension.
What we Offer
We provide expert financial advice. With over 20 years of experience we’ll ensure you’re getting the best guidance from the smartest people in the industry. For businesses and individuals, you can rely on Broker to deliver.
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About Us
We have over 20 years of experience providing expert financial advice for both businesses and individuals. Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.
Frequently Asked Questions
What kind of financial advice do you give?
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Do you offer individually tailored investment plans?
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How would I go about planning for my retirement?
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Helping Small Businesses just like yours
25
Employees
3
Locations
100
% Satisfaction
Why Choose Us?
Experienced
We have over 20 years experience providing expert financial advice.
Vibrant
A young, enthusiastic team of advisors are always here to help.
Professional
Our financial specialists ensure you get the optimum results.
Testimonials
Here’s what just some of our clients have said
Their advice and support has been first class, I can’t thank them enough for how they helped.
John Walsh — Columbus, Ohio
My firm has been greatly helped by the excellent work from Broker, you won’t be disappointed.
Nadia Lopez — Heuston, Texas
For financial assistance I can’t recommend Broker enough, I’ve been delighted by the outcome.
Jack Maguire — Manhattan, New York
Broker has been marvelous for my business, their professionalism has been exemplary.
Louise Smith — LA, California
For expert financial advice you can trust Broker
Our Partners
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
For Businesses: We build relationships so, we are in this with you helping your company to get started, stay afloat or expand? Send us an email and we’ll get in touch shortly, or phone (786) 322-2973 between 10:00 am and 6:00 pm EDT Monday to Friday — we would be delighted to speak to you.