Edelman Financial Engines - Boca Raton (FL)

steven cohen Outstanding Experience – Highly Recommend! We had an amazing experience working with Josh to sell our home! From the very beginning, he was professional, knowledgeable, and incredibly responsive. Josh guided us through every step of the process, offering expert advice on pricing, staging, and negotiations. Thanks to his dedication and strategic marketing, our home sold quickly and for a great price! What truly set Josh apart was his personal touch and commitment to making the process as smooth as possible. He went above and beyond to ensure everything was handled efficiently, and we always felt like a priority. If you’re looking for a real estate professional who is not only skilled but also genuinely cares, we highly recommend Josh and his team. We couldn’t have asked for a better experience!

Erin Eilers Amanda at Novel Bookkeepers is fantastic—smart, dependable, and incredibly accurate. Shes easy to work with and brings clarity and organization to every aspect of bookkeeping. If you’re looking for someone you can trust with your financials, Amanda is the one. Highly recommended!

Heather D Brian Fitzpatrick is the BEST!! Genuinely loves what he does, and invests my money, like it’s his retirement. I have referred him to many friends and they love his professionalism and caring approach to financial planning.

Bill Sharp When looking for a financial advisor, you will be well served by Meinrod and Leeper. They have a wonderful staff which are always friendly and helpful. They treat their clients with respect, solid advice and their integrity is above reproach. They care about you and make you feel like you are their only customer. I strongly recommend them.

Ross Statham My experiences over the last 18 months have been great. Very attentive staff. Best car loan rate we found around, as well as great online banking. Not the best location (eastern edge of town) but if we need to use the ATM their other location is excellent. Otherwise we bank online.

Lizette Loayza Max is great in disability and life insurance for doctors, top in the industry. I highly recommend him.

Linda Copeland Radiant Credit Union was a great place to open a new account. They took me step by step through some obstacles until we finally made it all work. Danielle was fantastic to work with.