FL · Miami Lakes

Fiduciary advisors in Miami Lakes, FL

1 advisor with offices in Miami Lakes. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Miami Lakes

Praveen Bisundial : Primerica Financial Services

Miami Lakes, Florida

Praveen Bisundial is a regional leader with Primerica Financial Services in Miami Lakes, Florida, operating since 2016 as a life insurance representative licensed in Florida, New York, and Tennessee. The firm offers investment management services including mutual funds, annuities, and managed investments, along with tax-deferred and employer retirement plan options through its broker-dealer, PFS Investments Inc. Bisundial's approach emphasizes goals-based investing focused on emergency funding, long-term investing, retirement income generation, and education around fundamental financial concepts.

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Financial advisors in Miami Lakes, Florida

Advisors serving Miami Lakes specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Florida's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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