Harris Mandler, CFP , CLU -Equitable Advisors - Fort Lauderdale, Florida

Harris Mandler, CFP, CLU - Equitable Advisors

Harris Mandler is a respected and accomplished financial planner who has been serving clients in the Fort Lauderdale, FL area for many years. With certifications as a Chartered Financial Planner (CFP) and Chartered Life Underwriter (CLU), Harris is well-equipped to provide expert advice on a wide range of financial matters.

Address and Contact Information

Harris Mandler's office is located at:

• 1 Financial Plaza # 1200, Fort Lauderdale, FL 33394

You can reach Harris by phone at 954-356-5505 or by visiting his website at harrismandler.com.

Specialties and Services

Harris specializes in financial planning, helping clients achieve their short-term and long-term financial goals through personalized advice and guidance. His practice offers online appointments, onsite services, and is fully wheelchair accessible, including wheelchair accessible parking and restrooms. Appointments are recommended to ensure the best possible experience for each client.

Expertise and Commitment

Harris is known for his extensive knowledge and understanding of financial tools, allowing him to provide highly competent and personalized advice to each of his clients. He is committed to going above and beyond to assist both his clients and his staff in achieving their goals, demonstrating a genuine passion for his profession.

Client Reviews and Opinions

With an average rating of 5/5 based on 8 reviews on Google My Business, Harris Mandler has earned a reputation for excellence among his clients. One client noted that Harris is a highly competent professional who truly cares about his clients. Another praised his extensive knowledge and commitment to helping clients achieve their financial goals.

Recommendation

If you are seeking a knowledgeable and compassionate financial planner in the Fort Lauderdale area, Harris Mandler is an excellent choice. With his extensive expertise, commitment to client success, and accessible office location, he is well-positioned to help you achieve your financial goals. We highly recommend scheduling an appointment with Harris Mandler to discuss your unique financial situation and discover how he can assist you on your journey towards financial success. Visit his website at harrismandler.com to get started.

👍 Reviews of Harris Mandler, CFP , CLU -Equitable Advisors

J A. N.

5/5

Harris is a highly competent professional. He has extensive knowledge and understanding of the tools available to properly advice his clients. He goes out of his way to assist his clients and team. He likes and enjoys his profession and is committed to assist his clients and staff achieve their goals.

Nima A.

5/5

Mr. Harris Mandler is an excellent financial advisor. I have been working with him for just over 2 years now and have been very pleased with my returns, and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services.

Lauren W.

5/5

I can't say enough good things about mine and my husband's experience working with Harris. He's incredibly professional and patient. I'm not great with understanding financial concepts or crunching numbers but he is able to explain everything in a way that I completely understand. We never feel pressured by him to make any financial moves that we don't want to. He just lays out all of the information for us and allows us to choose what we think is best. We've built a strong financial plan for right now and have already talked about how we'll adjust it as time goes on. I'm definitely feeling more confident about our finances since we started working with him.

Cary J.

5/5

Harris is an excellent financial advisor. We have only been working with him for a short point of time but we are so grateful for all the information he has provided. He is honest, trustworthy and makes us feel extremely secure with our finances. Would highly recommend his services.

Paul B.

5/5

Harris is terrific to work with. He is a true professional bringing a wealth of experience and a calm, steady approach as an advisor. He'll be the first person to tell you to think twice about purchasing that second set of golf clubs in this economy. Well, the 2nd person after my wife. I highly recommend working with him for any of your personal or professional financial or insurance needs.

Diane P.

5/5

Harris has always been quick to respond and make sure I understand all my transactions. We were running into a glitch getting fund statements while processing a loan request and with one quick call to him, we were able to resolve everything and finalize the approval. I have never worked with anyone quite as professional and quick to respond with our best interest in mind for investment advice.

Darren P.

5/5

I have been working with Harris Mandler since 2015. Mr. Mandler has been attentive to my account throughout our business relationship. There was a period of underperformance and Mr. Mandler helped me reassess the market and make changes to my portfolio that reaped immediate benefits. I enjoy working with Harris and look forward to continue growing my account with him.

jaime H.

5/5

Great group to work with i refer ppl to them all the time. Trustworthy, honest and extremely helpful in many different ways