Boca Raton Financial Planners - Boca Raton (FL)

brandon martin Wallifa was inviting as well as very helpful in assisting me to open a new account and apply for a credit card. gave me great advice and answered every question with a positive attitude.

Lorena Chavez Alicia attended me and she was extremely kind and professional. They explained the process very thoroughly and were transparent. I had a positive experience.

Tasia Richard Rodriques and James Basic work extremely hard to allow my family and I to have our dream home. I do appreciate there hard work and recommend using Merchant One Mortgage to pursue purchasing your home. Good teamwork guys.

Sarah Prince Jennifer and Tommy are very knowledgeable, efficient, respectful, helpful, and personable. I appreciate that they are straightforward and clear with loan details. I am impressed with their quick and accurate execution of work and their elevated troubleshooting skillset. I love their conquer-the-day attitude and energy which creates a positive and comfortable vibe in their office setting. Thanks for your help Jennifer and Tommy!

Michael Steven If you have never discussed your future with a financial professional I HIGHLY suggest you do so. I used the same financial firm for almost 10 years. I also realized that they were NOT investing in my future and my funds were being washed down the drain. 6 months ago I met with Nick Vizzi and he was 100% up front with me about EVERYTHING my previous firm was doing wrong (for their own benefit). Nick sat me down and explained what he would do if he was in my position. Looking back this was the best financial decision I made for my family in 2016!

Mandy Branch My experience with Hartke & Najimy has been absolutely top notch! We use them for our business and personal. They are very knowledgeable and respond quickly to any questions or concerns. I highly recommend them!

Jorge Morell My wife and I are in local law enforcement and the small retirement we have saved is all we have. After speaking with Stan we knew we could trust him. Stan has been managing our retirement fund for over a year. We are extremely satisfied and happy with what he has accomplished with our money. I would highly recommend Eads Financial Group.