Boca Raton Financial Planners - Boca Raton (FL)

Alexandria Nicole Tim is very knowledgeable, very professional, and trustworthy.

Mary Maddox I used to do my banking there but once I lost almost $900.00 there I definitely changed my banking. They do not protect their customers.

Holli Greulich Youve carried a fair bit of our stress through our finance service. Thank you for making our new house possible. I am absolutely sure, that we could not have done it.without your help and advice.

John Davis Very professional office staff. I came in as a vendor to service their equipment and the girl asked me if she could bring me water or a soda. Wow.

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Robert Musser Cant say enough good things about the people who work here.