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12 Questions to Ask a Prospective Financial Advisor

Singer Wealth Management

Since 2001, Singer Wealth Management has been working with friends and neighbors throughout the greater South Florida area to help meet their financial goals through the use of insurance and investment services. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your confidence by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

With Singer Wealth Management , helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

To schedule a time to discuss your financial future, contact us at, or call us at 561-998-9985 today!

Keith Singer

Owner and President
Certified Financial Planner CFP
Attorney At Law

We take pride in our ability to identify investment and income strategies that will give our clients the best chance of meeting their financial goals and objectives.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

One or more individuals are securities licensed through Investacorp, Inc., a registered broker dealer, member FINRA, SIPC. Investment Advisory Services are offered through Singer Wealth Advisors, a registered investment advisory firm. Singer Wealth Advisors is not affiliated with Investacorp, Inc. For those persons inquiring from states where a specific individual is not currently securities licensed, the individual will not transact business in that state or provide follow-up, individual responses, until after the individual obtains the appropriate registration in the applicable state. FINRA's homepage, and Securities Investor Protection Corporation's homepage, Linked sites are strictly provided as a courtesy. Investacorp, Inc. and its affiliates, do not guarantee, approve nor endorse the information or products available at the linked sites.

Keith Singer is registered in CA, CT, FL, GA, MA, MI, NJ, NM, NY, PA, RI, TX and VA.