Certified by DurhamLoyal Wealth Management • Apr 05, 2026
Finance Company
At DurhamLoyal, we take a holistic approach to retirement planning, helping you balance growth, risk, guaranteed income, and liquidity to make well-informed decisions. Our services include retirement planning, guaranteed income strategies, wealth preservation, estate and tax planning, international wealth management, and healthcare planning. We work closely with you to ensure your financial future is secure, offering personalized strategies that meet your unique needs, whether you have assets in the U.S. or abroad. Our mission is to empower you to live out your retirement dreams confidently.
Location
Certified by DurhamLoyal Wealth Management • Apr 05, 2026
Certified by DurhamLoyal Wealth Management • Apr 05, 2026
Monday9:00 AM - 5:30 PM
Tuesday9:00 AM - 5:30 PM
Wednesday9:00 AM - 5:30 PM
Thursday9:00 AM - 5:30 PM
Friday9:00 AM - 5:00 PM
Saturday9:00 AM - 1:00 PM
SundayClosed
Reviews
5.0
24 reviews
5 stars
23
4 stars
1
3 stars0
2 stars0
1 star0
DR
Delia Cancel Realtor
Apr 28, 2025
5.0
My husband and I had the fortune to assist to one of their seminars regarding retirement and SS, so we decided to visit their offices. It was great!
Their transparent and professional approach made me feel confident in my financial decisions.
Their responsive and caring customer service made the process seamless and stress-free.
We couldn’t be happier to do business with them.
We highly recommend their professional and trustworthy services!
JJ
Judith Jackson-Grant
Sep 11, 2024
5.0
We worked with Richard Price who was warm, kind, considerate and very thorough. He felt like an old friend. He spent time explaining things and ensured that we understood every aspect of the policies. He went above and beyond and even took personal time to help out our friend who was in need. We appreciate and highly recommend his services.
EM
Emilio Malaguti
Jul 31, 2024
5.0
Friendly help and professional assistance.
Great team !
HB
HH Bamboo
Jul 29, 2024
5.0
Always professional and knowledgeable.
TL
Theresa Linder
Jul 26, 2024
5.0
The Durham group is very good financial group of all kind. They help us with filing social security, 401k rollover. The explain options to meet our needs. They helped with Wills and other personal documents explaining every step of the way. They are of high integrity and excellence. An honor to work with them
Frequently Asked Questions About DurhamLoyal Wealth Management
What types of financial services does DurhamLoyal Wealth Management offer?
DurhamLoyal provides retirement planning, guaranteed income strategies, wealth preservation, estate and tax planning, international wealth management, and healthcare planning services.
Where is DurhamLoyal Wealth Management located?
DurhamLoyal Wealth Management is located at 2250 NW 136TH AVE STE 105, Pembroke Pines, FL 33028, USA.
What are the office hours of DurhamLoyal Wealth Management?
The office is open Monday to Thursday from 9:00 AM to 5:30 PM, Friday from 9:00 AM to 5:00 PM, and Saturday from 9:00 AM to 1:00 PM. It is closed on Sundays.
How can I contact DurhamLoyal Wealth Management?
You can reach them by phone at +1 888-281-5814 or email at info@durhamloyal.com.
Does DurhamLoyal Wealth Management offer services in Spanish?
Yes, DurhamLoyal offers services in both English and Spanish to accommodate diverse clients.
Where can I find more information about DurhamLoyal online?
Visit their website at https://durhamloyal.com/, or connect with them on LinkedIn, Facebook, Instagram (@durham_loyal), Twitter (@durham_loyal), and YouTube.
Are there any insurance agencies near DurhamLoyal Wealth Management?
Yes, Christopher Tabraue: Allstate Insurance is nearby and can be a helpful contact if you're exploring insurance alongside financial planning.
What healthcare or counseling services are close to DurhamLoyal?
Nearby counseling and mental health services include Cornerstone Of Change, Tracy Oliver, Dr Lopez Is In, Lilian Pfeiffer LCSW P.A, and Fruggiero Counseling Services, useful if you are managing healthcare planning aspects.
Can I access any retirement homes or senior care facilities near DurhamLoyal?
Yes, Tampa Seniors Care and Moody Manor are nearby retirement homes that may complement your retirement planning needs.
Are there any recreational or educational facilities close to DurhamLoyal Wealth Management?
Yes, you can visit Mito Swimming School or Pembroke Falls Clubhouse for recreational activities, and Lakeside Elementary School or A Plus Languages for educational opportunities nearby.
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