About Wealthcare Financial

Wealthcare Financial is a highly regarded financial advisory firm located in Florida, specializing in serving healthcare professionals. The team, led by Shaun Tarzy and Michael Boggiano, is known for their dedication and personalized service. Clients appreciate their professionalism, approachability, and extensive knowledge in financial planning. They provide tailored strategies for retirement, investments in stocks and bonds, and debt management, always prioritizing the best interests of their clients. Reviews highlight Shaun and Michael's commitment to clarity, as they take the time to explain various scenarios and ensure all questions are answered. Their neutral stance, free from conflicts of interest, enhances the trust clients place in their guidance. Follow-up communication remains strong even after consultations, reinforcing their ongoing support. Wealthcare Financial is praised for its seamless process, patient approach, and the welcoming atmosphere created by the entire team, including the friendly front desk staff. Clients express their satisfaction with the services, often recommending Wealthcare Financial to others seeking reliable financial advice. With a focus on building lasting relationships, Wealthcare Financial stands out as a dedicated partner in securing a brighter financial future.

Reviews for Wealthcare Financial

Write a review
  • May 2026

    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.

  • Feb 2025

    My wife and I were looking to get a free meal at a retirement seminar at one of the local steakhouses here in Boca, but we came out of that dinner with so much more. We left with a wealth of knowledge and ultimately a one on one meeting with a financial team that listened to our needs and helped us achieve our life goals. Don't let Shaun and Michael's young age (compared to us old folks) fool you. They really know their stuff having been around the financial block more than a few times, and are a real class act to boot! They have helped us with everything from tax-planning to making our retirement funds grow. The whole Weathcare team operates as a well oiled financial...read full review

  • Mar 2024

    Andy And Denise Absolutely A Pleasure To Deal With

Hours

Monday: 9AM - 5:30PM
Tuesday: 9AM - 5:30PM
Wednesday: 9AM - 5:30PM
Thursday: 9AM - 5:30PM
Friday: 9AM - 3:30PM
Saturday: ClosedSunday: Closed

Location

5301 N Federal Hwy suite 170, Boca Raton

Directions Appointment Call Website Suggest an Edit