PRICE WEALTH ADVISORS INC.
FORT LAUDERDALE, FLORIDA

PRICE WEALTH ADVISORS INC., FORT LAUDERDALE

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance. We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals. Investment focal points include, but are not limited to, Portfolio Management, Pension and 401(K) Consulting, Fee Based Advising, and Retirement Income Planning. Insurance specialties include, but are not limited to, Supplement Employee Retirement Plan (SERPs), Slit-Dollar Plan, Life Insurance, Estate and Business Investment Strategies. Price is also licensed to sell insurance in: FL and PA. Andrew Price is a registered representative that believes in the values of holistic life planning. When it comes to being a financial professional Andrews believes it should be provided as a full concierges service to his clients in any aspects of their life. Building a strong team of individuals who can help provide different services is the playbook in providing a client with an easy and smooth way to financial success. Andrew graduated from Florida State University double majoring in English and Business. His first choice in a career path was to obtain his Juris Doctorate but when introduced into the financial planning world it changed. Andrew loves helping people and networking with individuals, what better way to achieve those desires then to help individuals achieve life goals. Andrew designates most of his time in the client relations aspect of the business. Building a strong relationship with clients is the foundation to a successful future. He leads an advisory team that mainly focuses on growth and protection of client assets worth more than a million dollars. Using combined knowledge from his team and strategic partners, Andrew and his team create an instructive, unique financial plan that will attend to a client’s desired goals. We'll help you get there. Christopher Price, CFP®, RICP® is backed by a team of specialists in investments and insurance, who bring different points of view and expertise to the products and services offered. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate conservation solutions. You receive advice and guidance tailored to meet the needs of you, your family and your small business. Our dedicated Financial Services Professionals can help you: Consider purchasing individual life insurance policies for yourself and your partner to help replace the lost income used to pay your mortgage and day-to-day expenses in the event of death. Also consider disability insurance to help replace a portion of your income if you become disabled and are unable to work. There are investment vehicles specifically designed for funding a child's or grandchild's education that can provide attractive savings options with no income restrictions on contributors. Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.

KEY FACTS ABOUT PRICE WEALTH ADVISORS INC.

Company name
PRICE WEALTH ADVISORS INC.
Status
Active
Filed Number
P16000053983
FEI Number
81-3129828
Date of Incorporation
June 22, 2016
Age - 8 years
Home State
FL
Company Type
Domestic for Profit

CONTACTS

Website
http://pricewealthadvisors.com
Phones
(954) 625-1531
(954) 625-1650
(954) 625-1599

PRICE WEALTH ADVISORS INC. NEAR ME

Principal Address
1000 CORPORATE DR,
FLOOR 7,
FORT LAUDERDALE,
FL,
33334,
US

See Also

Officers and Directors

The PRICE WEALTH ADVISORS INC. managed by the one person from FORT LAUDERDALE on following positions: Director

Christopher G Price

Position
Director Active
From
FORT LAUDERDALE, 33334





Registered Agent is Christopher Price

From
FORT LAUDERDALE, 33334

Events

March 19, 2019
REINSTATEMENT
September 22, 2017
ADMIN DISSOLUTION FOR ANNUAL REPORT

Annual Reports

2024
January 4, 2024
2023
January 3, 2023