Chamberlin Financial Inc. - Boca Raton (FL)

Sara Devane Easy to use, but a bit expensive considering.

nancy n Jacob is a stellar human, whom I trust more than any financial advisor I have ever worked with! He was a brilliant analyst even in high school, with such a strong vision of sharing success with others. I never met such a bright young man with such a solid and strong character! Now that I work with him, I’ll never look back at all the disappointing experiences I had with the big institutional advisors. I’m never worried about what the market is doing, because Jacob performs so well throughout; he truly understands my risk tolerance and income needs. He has my holdings well diversified, with limited downside risk, and with guaranteed income for retirement. He spends as much time as needed, to make sure I understand everything and make informed strategic decisions, all stress-free. The people that find Jacob will have a trusted advisor for life, and for the next generation, too! 10*++!!

Paul Daley Rob is patient and detailed in his review of your needs. He devises a plan and explains options to you. I highly recommend Robert Dale as your financial advisor.

Autra Truss Excellent people love you but get off my radio especially on my weekend.

Jennifer Helms I received a phone call from this company to schedule delivery but before they scheduled my delivery the girl on the phone asked me how we were going to unload the parcel from the delivery truck. I asked her why she was asking me that. They had been hired to deliver the product so it should be their responsibility to get it off the truck. After she put me on hold and had a conversation with someone there she came back on the phone and said they could deliver it and that we would not need anything to get it off the truck. We then scheduled the delivery time and again she mentioned something about having a way to get it off the truck. I again told her they were hired to get it off the truck so the expectation was that they would do just that. The delivery was set for 3pm on Tuesday. I was told someone had to be there so we took off work to be there. No one showed up. I called at 3:30 and they said it was next on the delivery and would be there in 20 minutes. At 6pm they still were not there. At that point they said 45 minutes. I then get a call at 7:11 from the company saying if you still want it delivered we can come deliver it now and be there in ten minutes or we can reschedule. I said we have taken off to get it today. We want it delivered. So at 7:30 the product that was supposed to be delivered at 3 was delivered. I would never hire this company to deliver anything.

Lori Grier Saw John for my tax filing this year an as always like for the past 30 years it went well an was a plesant experience. I feel confident in John"s skills n knowledge. John n his whole office r pleasant to deal with. I highly recommend them. Thank you. Sincerely, Lori Grier Hello Lori here again yes i wanted to add about the investment side as well having someone manager your investments for over 20 years should speak volumes in itself I think John does great n his Team is incredible. 5 stars. If you r looking for someone look no further, I think you will be happy.

Mary Johannessen We have been using FlavinNooney & Person since 2016 for our tax filings and all tax related advice for financial planning. Been very happy with the tax advice and tax services provided. The team is extremely knowledgeable in both personal and business related tax matters, the office and staff are courteous & professional, and are very responsive to calls and emails. Even helped me close out my parents estate - the process, timelines, financial filings, tax returns, and coordinating with a lawyer for the legal aspects. Excellent advice and was able to avoid family drama. Very pleased with FN&P.

doug riddell This is a great company with great values that is hard to find today!! They are on top of all concerns and are very informative.