Financial$ Matter - Boynton Beach (FL)

Lorraine Russo Nicole went above and beyond all expectations. She is knowledgeable and professional. I highly recommend her services. Thank You Nicole. You made the process quick and smooth and put my mind at ease.

lp mccarty Taborah was wonderful and very informative. She was very knowledgeable about everything that I needed to know with opening the account. She also killed a lot of dead air so I felt a lot more comfortable.

William Hennessey Allan has been a steadfast financial advisor for years, he is patient and extremely knowledgeable about almost all financial vehicles, Allan understands how to create a pension fund and defer or eliminate short and long term capital gains. I have used Sage for Roth IRAs and the children’s college savings funds. Allan is also a very skilled negotiator and can greatly assist with most large business sales or acquisitions and the distributions of assets. Most importantly he can be trusted with your money.

Brent Dudley Im finally Free! Thanks for your great and hard work.

Ken D The tellers are nice, but this branch is useless. The team leader Magdi, Is useless. He has no authority to make any decisions yet will imply that he can help you. This bank is horrible. The back office can place holds on accounts. There is nothing the branch can do even though Magdi will tell you he will try to help. I would rather a cardboard cut out behind a desk, than to have a “person” with no authority lying to me with a pleasant tone.

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!