Fortuna Wealth Raymond James

Financial Planners
2600 N Military Trl STE 215, Boca Raton, FL 33431
(561) 430-3399
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Reviews for Fortuna Wealth Raymond James

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  • Nov 2023

    I've met Noah Wills three months back and while working with him I learned a lot about the importance of financial planning and management. Their team is helpful and work with patience and persistence. All I want to say that Fortuna Wealth team is incredible and best in their craft.?

  • Nov 2023

    My experience at Fortuna wealth has been nothing more than amazing. Really great and friendly staff with Noah and Evan being very educated on anything financial. Would recommend to my family and friends

  • May 2023

    We recently met Noah Wills and his team to get to know what their financial planning philosphy and operating style is before starting to work with them. We were highly impressed to know how transparent, experienced and well versed they are. Evan and Noah who spearhead the team are in sync and made us extremely comfortable, they have a nice office space and technology to offer various plans to help you reach your financial goal and independence. Thier fee structure is one of the best there is in the industry and since they do good for themselves only if their clients portfolio performs well makes them more trustworthy then many out there who work ona flat fee basis. I...read full review

Ratings

Google Google: 5/5

Fortuna Wealth Raymond James

2600 N Military Trl STE 215, Boca Raton

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