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FINANCIAL SERVICES
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Name
City
Principal Financial Group
_
3401 SW 160th Avenue
Miramar
,
FL
33027
Mr. Marc B. Liebeskind LUTCF
(954) 885-5113
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JCM Financial Services
_
6175 NW 153 Street
Miami Lakes
,
FL
33014
Jane Cruickshanks
(954) 274-8999
702s Plan
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EZ Funding Group. Inc.
_
3350 SW 148 Avenue
Miramar
,
FL
33027
Mr. Jaime Charouf
(954) 318-1100
305-458-2944
EZ Funding Group, Inc. provides personalized mortgage solutions across South Florida. We offer purchase loans, refinances, FHA, VA, conventional, Non-QM, DSCR and reverse mortgages with bilingual service and fast pre-approvals.
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Morgan Stanley
_
1200 S Pine Island Road
Plantation
,
FL
33324
Giliane Cannavo
9544764006
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Tree of Life Financial Group
_
1825 Main Street
Weston
,
FL
33326
Hugo Espiritu
(917) 655-0450
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Edward Jones
_
111 N Pine Island Road
Plantation
,
FL
33324
Ana Camacho
7542188023
Edward Jones provides financial services to more than 7 million clients in North America. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors.
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Moore Financial Service Group, LLC
_
10200 State Road 84
Davie
,
FL
33324
Mr. Hugh ''Tony'' Moore
(954) 382-8877
We provide comprehensive financial planning, including investment management, debt management, retirement, insurance, and taxes
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New York Life Insurance Company
_
1300 Concord Terrace
Sunrise
,
FL
33323
Claudia Chinea
(786) 656-8639
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BrightBridge Insurance
_
6142 Miramar Parkway
Miramar
,
FL
33023
Erick Sanon
(954) 737-4331
8887788856
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VJ Financial Insurance Services
_
PO BOX 820097
Pembroke Pines
,
FL
33028
Vanessa Juede
(954) 243-8861
Licensed Life & Health agent providing retirement analysis for private, federal, and military clients—helping you protect income, manage healthcare needs, and choose coverage that supports long-term financial security.
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MKS Financial Group
_
3150 SW 145th Avenue
Miramar
,
FL
33027
Ms. Kristen Amanda Sanchez
(305) 521-9696
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Level Mortgage
_
3150 SW 145th Avenue
Miramar
,
FL
33027
Angelo Lamas
(786) 505-5105
Level Mortgage is a locally owned and operated mortgage brokerage based at THE BIND. Dedicated to helping families achieve homeownership with honesty, trust, and respect. Founded by industry veteran Angelo Lamas (NMLS 1517696) — also the 2025 President o
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Brandt Lending Team
_
2650 Oakbrook Lane
Weston
,
Florida
33332
Giselle Andres
(561) 290-2849
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PRMG
_
2901 SW 149th Avenue
Miramar
,
FL
33027
Nathan Connor
(954) 494-5876
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First Class Finance
_
3150 SW 145th Avenue
Miramar
,
FL
33027
Kimani Lee
(954) 589-3862
Helping South Florida families & entrepreneurs eliminate debt, protect income, and grow wealth. Simple, personalized financial strategies to build your financial house—one smart step at a time!
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Cetera Investors
_
13450 W Sunrise Boulevard
Sunrise
,
FL
33323
Mr. John R. Curran CFP, ChFC, RICP, AWMA,CLU,REBC
(954) 459-3361
9546284100
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Honor Guard Company
_
1888 Salerno Circle
Weston
,
FL
33327
Jeffrey Hines
(954) 245-2002
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Primerica | Silvana Cuadrado
_
1905 S 25th Street
Fort Pierce
,
FL
34947
Silvana Cuadrado
(786) 315-1302
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The Henderson Financial Group
_
5793A NW 151 Street
Miami Lakes
,
FL
33014
Hyacinth Henderson
(305) 825-1444
Financial Planning & Retirement Planning Specialists providing a wide range of services and coaching to assist you in achieving your financial goals.
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Morgan Stanley
_
350 E Las Olas Boulevard
Fort Lauderdale
,
FL
33301
Paul Harding
(954) 762-3053
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Merrill Lynch, Pierce, Fenner & Smith Incorporated
_
80 S Flamingo Road
Pembroke Pines
,
FL
33027
Desmond A Bascombe Jr, MSF, CFP®
7542318984
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Victoria Mutual Building Society
_
2600 S University Drive
Miramar
,
FL
33025
Suzette Rochester Lloyd
(305) 770-2643
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About
About The Chamber
Steering
Trustees & Chairman's Circle
Rick Case
FAQs
Staff
Contact
Membership
Why Join
Membership Application
Testimonials
Investment Levels
Chamber Calendar
Member Directory
Member Login
Programs
Signature Events
Affinity Programs
Advertising
Ribbon Cuttings
Involvement
Committees
Referral Groups
>
Innovative Networking
Weston Leaders
Ambassadors
Leadership South Broward
Speakers
Business
Development Resources
Broward Scorecard
Government Bids
Permits
Veterans
Disaster Preparedness
Certificates of Origin
Advocacy
Legislative Agenda
Voting
Community
Community Calendar
Submit an Event
City of Weston
Why Weston
Southwest Ranches
Relocation Information
Weston Together
News
Blog
Podcast
Job Bank
Coupons
Press Releases
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