Boca Raton Financial Planners - Boca Raton (FL)

Carol Upshaw They are very courteous and file claims promptly good service with Mrs Connie and her assistant Mrs Iris

Alicia Mitchell Natalie thank you for the very warm welcome. It was a pleasure speaking with you. Natalie was very professional and knowledgeable. Also a big shout out to Jason who initially got me started. He was able to able to answer concerns of mine. I look forward to this journey in putting my debt behind me. Highly recommend this company.

Tree Bear Best investment advisor. Doubled my money in 3 years Basil Allison. Now running private hedge fund. Great investment Estate planning expert and tax planning on point

Michael Shirazi At this place, they open early they help you even if they don’t offer the service they’ll direct you the right way they care about you. I’ve never been more pleased with the company this place is five stars. Thank you, Monique.

Mark Corkum Ive been following Steve & Terry Story. Thanks for your guidances and inspiration. Mark

Jinette Saez This is the WORST company EVER. I lost my job and requested a distribution back in May and still have not received it. They charged a $75 fee to process my request. On my last call I requested to speak with a supervisor because they want to charge me a $25 fee to stop and reissue the check, I was told by the representative that they didnt have anyone available so I would have to receive a call back in about 2 days. That was over 3 weeks ago and I NEVER received a call from them. Today I tried again and was told the same thing that a supervisor would call me back but when I said I didnt mind waiting the representative hung up on me. HORRIBLE service and none of them showed any empathy for the fact that I had lost my job, I was just another customer calling on the phone with an issue that they did not want to deal with or do the right thing for. DO NOT USE THIS COMPANY TO HANDLE ANYTHING FOR YOU. This company is not reliable or professional and they DO NOT CARE ABOUT PEOPLE.

Jacob Right off the bat Corey and Isabella were so incredibly helpful and made me feel immediately welcome walking in, Victoria and Ms.Kathy made it incredibly easy and fast to get a new card as well as get me my first secured card, best banking experience I have ever had! if I could I would give 6 stars!

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Ray Strickland Namey Financial provides the insight and personal care I need to manage the financial resources God entrusts to me and to my family.

Sheila Higdon Love the ladies here! Once they spent an hour trying to help me find a cheaper auto insurance quote, they are very friendly helpful people. Always welcome you with a smile and always go above and beyond for you