66 NE 170th St, North Miami Beach, FL 33162, USA +1 305-651-1100contact@financewealthsource.com
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+1 305-651-1100 contact@financewealthsource.com

66 NE 170th St, North Miami Beach, FL 33162, USA

Our Services

Six specialist services, one coordinated team and a plan built around you.

City skyline with palm trees
Personal Loan
01

Personal Loan

Fixed-rate personal loans with clear terms and steady payments — ideal for consolidating debt, home updates or major life moments.

  • Fixed rates and predictable payments
  • Debt consolidation solutions
  • Offers compared across lenders
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Credit Loan
02

Credit Loan

Lines of credit and credit-builder loans that give you flexible access to funds while strengthening your credit over time.

  • Flexible revolving credit lines
  • Credit-builder loan programs
  • Tips to raise and protect your score
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Mortgage Loan
03

Mortgage Loan

Home purchase and refinance loans explained step by step, with rate comparisons and support all the way to the closing table.

  • Purchase and refinance mortgages
  • First-time buyer guidance
  • Side-by-side lender comparisons
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Wealth and Investment Planning
04

Wealth and Investment Planning

Investment and retirement strategies built around your goals, your timeline and the level of risk that lets you rest easy.

  • Goal-based investment portfolios
  • Retirement savings and income plans
  • Regular reviews and rebalancing
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Tax Advisory
05

Tax Advisory

Year-round tax planning and preparation for individuals, families and business owners — accurate, organized and on time.

  • Individual and family tax returns
  • Small business tax strategy
  • Planning for major life changes
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Insurance Services
06

Insurance Services

Life, health, home and auto coverage compared across carriers so your family is protected without paying for extras you don't need.

  • Life and health coverage reviews
  • Home, flood and auto policy guidance
  • Bundling to simplify and save
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Service FAQ

Good to know

Quick answers about how our services work.

Ask a Question

Bring your questions and a general idea of your goals. For loans, recent pay stubs and a list of current debts are helpful. We'll send a checklist if more is needed.

Timelines depend on the product and provider. Your advisor will explain what to expect upfront and keep you updated.

Your first consultation is free. Any fees for ongoing services are explained clearly, in writing, before you decide.

Yes. Many clients combine services — such as a mortgage, insurance review and tax planning — in one coordinated plan.
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