Why choose this provider?
Evensky & Katz / Foldes Financial is a wealth management firm that serves executives, retirees, entrepreneurs, and young accumulators in Hialeah and the surrounding areas. It focuses on investment management and financial planning, where each customized investment plan is designed around the client's risk tolerance, available assets, and ultimate goals. The firm also provides advice regarding insurance options, estate planning, and asset allocation. The firm is composed of wealth managers and financial advisors. It has been providing its services for more than three decades.
Reputation:
Professionalism:
- Responsiveness
- Friendliness
- Helpfulness
- Detail