Our History
In 1983, Jeffrey Solodkin and Les Zuckerman created a partnership after observing a need for financial planning among physicians and business owners. These professionals often had questions about protecting their assets in addition to preparing for retirement and the firm was born. Today, the purpose of FDR hasn’t changed; the diverse team of advisors—including a CPA, two attorneys and three Certified Financial Planners – seeks to provide truly comprehensive services. Our firm is a “one-stop- shop” for clients who can benefit from a coordinated approach.
Now more than three decades later, FDR Group, Inc. maintains a highly regarded reputation within the South Florida community. Clients have access to an entire team qualified to handle complex matters and serve their needs.
We believe:
- Strategic alignment makes a difference.
Trying to manage your finances without looking at every piece of the puzzle is like shielding your left hand from what your right is doing. That’s why our multidisciplinary team includes professionals in taxation, accounting, law, and financial planning – to deliver holistic results.
- In working as your fiduciary in Advisory Relationships.
As an independent firm, we have the opportunity to choose from a variety of products on the market to match your needs. Especially when it comes to insurance and investment vehicles, we ask the right questions to analyze your unique situation and deliver strategies benefiting you, not Wall Street. We place a high importance on client education, which means you can ask any question and we’ll give you a transparent answer.
- Our education and knowledge gives our clients a better experience.
Several of our advisors hold the Certified Financial Planner designation, a standard of excellence denoting extensive training and adherence to rigorous ethical standards.
FDR and LPL do not provide legal/tax advice or services.