Years of Experience
Our Services
We design personalized plans that reflect your risk tolerance, timeline, and aspirations, all under our fiduciary standard.
Whether you are decades away from retirement or already there, we optimize savings, tax efficiency, and income streams so you can retire with confidence.
Preserve your legacy and ensure seamless wealth transitions for future generations with customized trust solutions.
We collaborate with legal experts to structure wills, trusts, and charitable giving plans that honor your intentions.
About us
At Globalinvest Financial Services, we combine 30+ years of expertise with a fiduciary commitment to ensure your wealth is managed with integrity. As a Registered Investment Adviser, we provide unbiased advice, always putting your financial future first.
No packaged products, just unbiased recommendations
Your success determines ours
Proper regulatory oversight for your protection
Years of Experience
Clients Served
Wealth Solutions
Satisfaction Goal
Our Commitment
At Globalinvest Financial Services, we redefine client relationships through our fee-only fiduciary approach.
Recommendations driven by sales, not your goals.
Advisors pushed to meet internal targets, not client needs.
Biased advice tied to selling specific products.
No hidden fees or commission-driven recommendations
We profit only when your portfolio grows
Coordinated strategies with top attorneys
FAQ's
01.
Absolutely. We integrate with your existing bank accounts for seamless deposits & withdrawals while managing your investments separately.
02.
03.
Yes. We analyze interest rates and create customized payoff plans that align with your investment goals.
04.
As a Registered Investment Advisor:
a. We're legally required to act in your best interest
b.No commission incentives - only fee-based advice
c.Full transparency on all costs
05.
We handle the financial aspects while ensuring your estate plan complements your investment strategy.
We provide expert financial advice to both individuals and businesses. With over 30 years of experience our portfolio manager will ensure that you’re always getting the best guidance from the top people in the entire industry.
info@globalinvestfs.com
Phone
786-536-4075 Ext. 2
Location
2525 Ponce de Leon Blvd Suite 300