Financial Consultants in Boca Raton

Commercial Finance Partners

1200 North Federal Highway Ste 201, Boca Raton

Tue 9AM - 5PM

“Our staffing firm has been working with the CFP team since 2023, and the partnership has been instrumental to our operations. Hussein has added an incredible amount of value through his deep industry knowledge and experience. Beyond his professional expertise, his demeanor and willingness to go the extra mile make him a true pleasure to work with.

In small business management, factoring is a strategic tool that depends entirely on the quality of the relationship to be successful. CFP provides a true partnership that can make or break a program. Great job to Hussein and the entire CFP team. We truly appreciate your support.”

The Fox Team - Morgan Stanley

595 South Federal Highway Ste 400, Boca Raton

“The fox team at Morgan Stanley is one of the best teams I’ve ever had the pleasure of working with. They are incredibly informative and knowledgeable about all aspects of financial planning, especially when it comes to transferring wealth from generation to generation. They truly make our lives worry-free when it comes to finances. They always pick up the phone with a smile and genuinely care about our well-being. In my opinion, they are one of the best advisors in Boca Raton, offering a wide range of services including wealth management, retirement planning, college savings, financial planning, and lending. They ensure that we receive the best possible advice and support.”

Merrill Lynch Financial Advisor Mark Miller

1 Town Center Rd, Boca Raton

Tue 9AM - 5PM

“Our family has been working with Mark as our financial advisor for almost 15 years and are extremely pleased with how he has managed our investments especially through turbulent markets. He is responsive when we need to reach him and has taken the time to ensure our portfolio is tailored to our specific financial goals and risk acceptance. We place a great amount of trust in his financial advice and are pleased to have him as our advisor.”

Nupoint Funding, LLC

1200 N Federal Hwy #205, Boca Raton

Tue 8AM - 6PM

Shearson Financial Services, LLC

7000 W Palmetto Park Rd #501, Boca Raton

Tue 9AM - 5PM

IMZ Financial Services Inc

137 W Royal Palm Rd, Boca Raton

Tue 9AM - 5PM