We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of an estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We focus onn creating an approach that is designed to address your individual situation.
Avishai Nir, MSF, AIF®
Avishai Nir, a co-founder of WealthCore Financial, has been in the financial industry for over 25 years. He has broad experience in personal insurance, group benefits, and a myriad of investment products and platforms.
Mikel Rosenberry, MBA, AIF®
Ron Santini CPA, PFS 2 South University Dr. Suite 265 Plantation, FL 33324 954-473-5656 firstname.lastname@example.org Ron Santini is a Certified Public Accountant (CPA) and has attained the designation of Personal Financial Specialist (PFS)...