1301 E Broward Blvd #200, Fort Lauderdale, FL 33301
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(954) 533-7144
What Clients Are Saying Global Wealth Management (GG)
5 /5 Linda Del Campo: Global wealth always addresses any questions or concerns I may have. Explains everything so you understand. Will contact you with any better options that can increase or protect your portfolio. In addition my adviser is extremely knowledgeable and professional. The whole staff and advisers are warm and friendly. They have lunch and learn meeting monthly. My husband and I have learned a lot. We have been clients of Global wealth since 2018. I would truly recommend them.
5 /5 Ed Blouin: Global Wealth Management has been providing us with our financial planning for more than 2 years. We are extremely happy with their professional services and our portfolio is growing and we feel our retirement savings are in good hands. We highly recommend Global Wealth Management.
5 /5 LORI LACERDA: John Thomas and everyone at Global Wealth Management are AWESOME. They arent only part time. They keep track of our accounts on a regular basis and, make adjustments accordingly. I would highly recommend them without hesitation.
5 /5 Neill Hirst: We have been clients for more than a decade. GWM has given us superlative service in every way for that entire time. Safe, sensible, but also willing to work out new goals when we propose them. John Thomas and Tiffany Shrier have always been quickly responsive, personable, and thoughtful, looking out for us in every financial way. We are confidently pleased as we plan for tomorrow and the future.
5 /5 Carol Jardine: Global Wealth Management and in particular John Thomas and Tiffany Schrier have been absolutely wonderful in guiding me with my finances over the past 8 years. Global Wealth not only offers financial guidance and management, but assistance with health care insurance options, recommendations for legal council, and accounting services to name just a few. They provide weekly Market Updates that provide a clear understanding of current market conditions and trends. Their team is always available to answer my questions or concerns. And they support the local community with various charitable donation drives.
I am extremely pleased with their service and staff. I highly recommend them!
J Lombardy I had a great experience working with Sebastien, Nick and the OrangeFi team. They were extremely thorough throughout the entire process. They were readily available to answer questions and address concerns. This made the process easier to get through and educational for me. I was very pleased with my results and would recommend them to anyone who is trying to acquire funding for a business.
Ida Konow I have known Mark Bras for many years. I have entrusted him with my finances. He routinely reviews with me my investments and answers any questions I may have. He has always returned my calls in a timely manner.
Brett Waisnor Karen Perkins was fantastic to work with. From the intro call, to walking me through all of the documentation, to keeping everything organized, she was always a phone call away. She even called me while on vacation to answer some of my questions - truly dedicated to her customer. I would highly recommend working with Karen and First Financial!