Financial Advisor

11450 Riverside Dr., Coral Springs, FL 33071
38
Financial Advisor
Listing Category : Financial
Name : Jennifer Rosario
Phone : (561) 759-9737
Email Address : jrosario@fortislux.com
Web Address : https://www.linkedin.com/in/jennifer-r-265272103/
Opening Hours
  • Monday :8:00 AM - 6:00 PM
  • Tuesday :8:00 AM - 6:00 PM
  • Wednesday :8:00 AM - 6:00 PM
  • Thursday :8:00 AM - 6:00 PM
  • Friday :8:00 AM - 6:00 PM
  • Saturday :Closed
  • Sunday :Closed

Fortis Lux Financial

Regardless of our hopes, financial goals or current stage in life, we all need the flexibility to adjust to our surroundings and circumstances. That’s why to best serve our clients, we’ll help you protect your financial position as we develop strategies derived from a tailored, holistic approach composed within three key steps:

1.       Understand your position and goals.

2.       Implement a custom plan tailored to your needs.

3.       Ongoing optimization through review and management.

Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. 

It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere.

In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals.

https://calendly.com/jenniferrosario

I focus on providing wealth management solutions to families, professional executives and business owners. Together with my team, I help clients address their biggest concerns like:

Preserving their wealth
Risk management
Mitigating taxes
Taking care of their heirs
Wealth transfer
Charitable giving
Employee benefits and retention services
Retirement planning strategies
Estate strategies
Business continuation strategies

My attention to detail, good listening skills and great empathy are symbols of my appreciation for clients. I am effectively supported by a team of administration, group benefits and investment specialists whose teamwork and professionalism help me build long lasting relationships with my growing client base and provide extraordinary service experience.

Originally from Puerto Rico and raised in Queens, NY, I currently reside in Coral Springs, FL, with my husband, Elijah, our son Elijah Rubén, and our dog, Oso. In addition to being fluent in Spanish, I’ve studied Italian, and I’m interested in learning French. I have a love for exploring new places and trying different cuisines.

If you ever have questions about your plan for the future or about specific financial products, connect with me today. I will set up a time to meet with you (in person or via zoom) to review your needs and address any questions you may have.

Licensed to sell insurance in Florida and Puerto Rico.

https://calendly.com/jenniferrosario 

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