Financial Advisors in Plantation, FL

Helping you elevate your financial potential

1200 South Pine Island Road

Suite 400

Plantation, FL 33324

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THE Plantation, fl TEAM

  • Adam Karron

    Director, Financial Planning

    Boca Raton, Miami-Plantation

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    Adam Karron
  • Carlos Rodriguez

    Director, Financial Planning

    Boca Raton, Miami-Coral Gables, Miami-Plantation

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    Carlos Rodriguez
  • Glynis Banhan

    Director, Financial Planning

    Boca Raton, Miami-Coral Gables, Miami-Plantation

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    Glynis Banhan
  • Mark Rowley

    Director, Financial Planning

    Boca Raton, Miami-Coral Gables, Miami-Plantation, Tampa-Westshore

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    Mark Rowley
  • Michael Gnefkow

    Director, Financial Planning

    Miami-Plantation

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    Michael Gnefkow

 

 

 

 

Meet some of our clients

 

In their own words, clients explain how we've changed their lives.

Working with us in Plantation, FL

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Plantation is here for you, serving North Miami and most of Broward County. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The latest insights from our experts