Perri Financial Group - Coral Springs, Florida

Overview of Perri Financial Group

Perri Financial Group, located at 9726 W Sample Rd #1, Coral Springs, FL 33065, stands out as a reputable financial services provider in Florida. With a phone number of 9547558755, they are readily accessible to potential clients. Their professional services include being a Financial Planner, Certified Public Accountant, and Financial Consultant. For those seeking to navigate the often complex world of finance, Perri Financial Group offers tailored advice and solutions.

Facilities and Accessibility

The office at Perri Financial Group is not only conveniently located but also accommodates the needs of individuals with mobility challenges. They boast a wheelchair accessible parking lot and restroom, ensuring a comfortable experience for all visitors.

Recommendations for Potential Clients

For anyone considering reaching out to Perri Financial Group, it's advisable to book an appointment beforehand. This helps in managing expectations and ensures personalized attention during consultations. The average opinion on Google My Business, based on 6 reviews, speaks volumes with an impressive rating of 4.3/5. This reflects the positive experiences many have had with their services.

Specialties and Expertise

Perri Financial Group specializes in providing comprehensive financial guidance. Their expertise spans across financial planning, ensuring clients' resources are managed wisely for future growth. As certified public accountants, they offer a deep understanding of tax implications in financial planning. Their role as financial consultants means they can tailor advice to meet the specific needs of each client, whether it's optimizing retirement accounts or managing investments.

Highlighted Opinions

Testimonials from satisfied clients echo the quality of service offered by Perri Financial Group. One client expressed gratitude for transforming their retirement savings strategy, moving from a high-fee 401(k) to a fixed annuity that offers both safety and growth. Another praised Mr. Perri's financial advice, stating it was among the best they've ever received, leading to a IRA that's now earning guaranteed interest.

Contacting Perri Financial Group

Given the positive feedback and the comprehensive range of services offered, interested parties are encouraged to get in touch. Perri Financial Group invites you to explore your financial future with their expert guidance. To learn more or to schedule a consultation, visit their website at perrifinancial.com. Here, you'll find additional resources and further details about how they can help you achieve your financial goals.

👍 Reviews of Perri Financial Group

Hunter

5/5

Thank you Perri Financial Group for helping me get out of the stock market and set up a safe retirement account with a fixed annuity!

My old 401(k) account had high fees and was not providing growth for my retirement. I rolled it over with you and now have great returns without any of the risk!

Thank you!

Rick S.

5/5

Mr Perri gave me some of the best financial advise I have ever received. Thanks to his expertise, my IRA is no longer losing money in the stock market and is earning guaranteed interest. Every time I check my account, it’s growing!

Gaby X.

5/5

I never post reviews but I was so impressed with the performance of this group. Mr. Perri really knows how to find the best of the best to help you out with your retirement and managing your money the right way.

Charles R.

5/5

Financially speaking I’m small potatoes but Anthony & his team treat me like I’m royalty. Working with them was my best decision!

vilma S.

5/5

is R.

1/5