Financial Planners in Boca Raton

“Feller Financial has been great to work with and everyone in the office is very responsive and always willing to help and the ability to meet on zoom is so convenient.“

“Scott and his team are amazing, very professional, and kind. Even during bad time in the market my in some cases my account value was. Or impacted for times when it was the impact was minor. Highly recommend!“

“Michael and Shaun head up a very impressive team that has been exceeding our expectations since our first meeting with them. Communication is what we look for, and we get it from every level of their lean Organization. Highly recommend this solid team.“

“I have had the best experience with Tom and Cove Financial. From the tax planning, accounting, and investment planning I have gained a lot of personal knowledge and have been very happy with the outcome of their services! I highly recommend getting in touch with Tom and Cove Financial!“

“Jason Weinrich is truly unique. I'm sure there are lots of good advisers out there who can help you earn a lot of money. But Jason takes financial planning and investing to a whole new level because of his unique perspective on building a REAL relationship with his clients. He puts in real time with people that helps him to truly understand your goals, and he NEVER pushes anything on you that you don't want.I could not recommend Jason and his company any higher. If you want to invest the right way, with the right people, call Jason now. You will be so happy you did.“

“Francisco is awesome. He’s always ready to help, explains things clearly, and makes you feel confident about your financial decisions. You can tell he genuinely cares and knows his stuff.—I’d recommend him without hesitation.“

“When I came to Weingard Wealth management 10 years ago, my financial situation was in total disarray. I needed assistance and I needed it quickly! I had a meeting with the team and despite the fact that 2 other wealth management companies couldn’t or wouldn’t help me, Rob, Aron and Nancy assured me that although my situation faced challenges, they were prepared and able to help me with all my issues .
Within a very short period of time, they had made meaningful changes, diversified my portfolio with special attention to tax consequences and even arranged a short time loan to get me through my immediate future. That was unheard of at the time. The rest is history! My sleepless nights of anxiety disappeared and my quality of life improved, knowing that I was financially secure.
They are available not just for quarterly meetings, but at all times, I can speak to them daily or weekly if I have any concerns at all . Also very important are the people they have as back up, who do the small details and daily paperwork, they are essential to make my life run smoothly .
I consider myself very fortunate to have found financial advisors who over the years have become friends . They are a family run group and they treat me as if I were family !
I respect their decisions, their professionalism and their concern for my wellbeing!“

“I have been with Mike Silver since 2008. He and his staff are terrific financial advisors and people. I am extremely happy with my percent returns. I have recommended five other people, who are also invested with his firm“

“The most amazing financial advisors! The best we have worked with no matter how big or small the other investment firms were. Personalized service, full-service expertise, world class professionalism, highly educated, strong reporting and overall great asset planning from beginning to end.“

“The team at Evershore is knowledgeable, responsive, and highly professional. Their guidance and attention to detail have made financial planning and decision-making much more straightforward. They offer valuable insights and take a strategic approach that inspires confidence. Highly recommend their services to anyone looking for sound financial advice and long-term planning support.“

“Matt and Kathleen did an amazing job helping us sell my Dad’s home after he passed away. They were extremely professional and responsive to all our needs, and they were vast as Dad had lived in that home for 40 years. They presented the property in its best light and we were under contract within a week. Truly a team that is easy to work with, quick to respond and help in any/all ways possible.“

“I have been a very happy and satisfied client of WRS since 2012. Mr. Bose and his team members are always available to discuss one's concerns. I am someone who always needs financial help, so I appreciate their assistance so very much. They are very honest and always act for the best interests of their clients. They represent the utmost integrity. I recommend them to everyone with the highest level of confidence.“