Evensky & Katz / Foldes Wealth Management
Hours:
4000 Ponce de Leon #850, Coral Gables FL 33146
Hours
From Evensky & Katz / Foldes Wealth Management
We're one of the largest independent Registered Investment Advisory Firms in South Florida with offices in Coral Gables, Florida, and Lubbock Texas. With a staff of 29, including 19 experienced CFP® practitioners, we currently advise on approximately $2 billion in assets. We have been in this profession for over 35 years and we believe the key to our success has been to stay focused on our clients and their needs.
Our boutique size and culture – combined with the spirit, fellowship and character of our fiduciary team – stand in sharp contrast to Wall Street and the financial services industry.
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Coral Gables, Florida