The Farb Financial Group, Financial Services in Orlando, Florida
Our Customized Approach:
Our unique structure provides significant resources to help towards meeting your needs. We are Registered Representatives of Lincoln Financial Advisors Corp. a broker/dealer (Member SIPC) and a registered investment advisor. Committed to providing quality personal service, we utilize a team approach. We as the advisors are responsible for coordinating all pertinent aspects of your financial plan.
Through our association with Lincoln Financial Advisors Corp., a division of Lincoln National Corporation, you benefit from the resources of a Fortune 500 company through the additional support of local and national wealth management teams. These professional teams consist of industry professionals who have strong technical backgrounds in all areas of financial planning. This business model allows us a high degree of autonomy so that we can focus solely on assisting you towards meeting your financial goals.
Our Philosophy
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to work with your estate and tax professionals to implement the best financial plan for your particular situation.
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Closed Now!09:00 AM - 05:00 PM
- Monday09:00 AM - 05:00 PM
- Tuesday09:00 AM - 05:00 PM
- Wednesday09:00 AM - 05:00 PM
- Thursday09:00 AM - 05:00 PM
- Friday09:00 AM - 05:00 PM
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