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Reviews for Wealthcare Financial

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  • February 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... read full review

  • March 2023

    Shaun Tarzy and Michael Boggiano exceeded my expectations by far.
    These dynamic duo were there for me even after my economic study was done and paid for.
    Shaun and Michael concentrated their full focus on my case adopting it as if it was their own.
    They helped me dismember all angles of each one of the different scenarios A or B or C or D or F so I could analyze the positives and the negatives of my life changing decision.
    Their position was totally neutral and unbiased as they hold no economic linked interested with other firms.
    I strongly recommend Shaun and Mike if you’re in the middle of a mind struggle. They will definitively... read full review

  • March 2023

    I have been working with Shaun Tarzy at WealthCare Financial on my Financial Planning and can only speak highly of him. Shaun is extremely professional, approachable and knowledgeable. Shaun makes sure he answers every questions I have and does not hesitate to spend additional time with me to ensure he goes through all the details that we need to cover. He is always prompt and available for me and I trust him with every financial decisions I make. I am looking forward to work with him for the years to come.

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    Wealthcare Financial

    5301 N Federal Hwy suite 170, Boca Raton

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