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      Evensky & Katz Inc

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      Investment Advisory Service, Financial Planning Consultants, Investments

      4000 Ponce De Leon Blvd, Coral Gables, FL 33146

      305-448-8882

      CLOSED NOW: 
      Tomorrow: 9:00 am - 5:00 pm
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      DETAILS
      General Info
      We are based upon providing the highest quality fiduciary based wealth management services. From financial planning and portfolio management to retirement and investment planning services, we are here to help our clients. We pride ourselves with having an experienced and trained team who can apply the best investment principles to each client's unique situation. We take the time to get to know each client to ensure we have a good understanding of their goals. We sit on the same side of the table as our clients, as it is our fiduciary duty, and our client's interests come first. We work to gain the trust of our clients to build long-term relationships and to ultimately be viewed as their trusted financial advisor. Please contact us today.
      Extra Phones

      Phone: 305-448-1326

      Fax: 305-448-1326

      TollFree: 800-448-5435

      Hours
      Regular Hours
      Mon - Thu:
      Fri:
      Categories
      Investment Advisory Service, Financial Planning Consultants, Investments
      Neighborhood
      Coral Gables Section
      AKA

      Evensky-Katz/Foldes Fncl

      Evensky & Katz/Foldes Financial Wealth Management

      Other Link

      https://evensky.com

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.