Marmorstein Wealth Management - Financial Advisor in Boca Raton - Boca Raton (FL)

SMH Stella M. was so nice, she helped me set up my account fast and easy. It was the end of the day but she still stayed and helped me. Thank you Stella, thank you regions!!

Jose Tallador If aint vennessa they fina finenes-ya...had awesome experience like always...she does what she can,when she can ,how ever she can.and the best she can....she is the definition of nothing wrong with trying....she will work with what she got and make it work..Im not kidding this is legit...I also like the way how she explains things..she will break it down the best we can for you to make it easier for you to understand...for example why your getting more or getting less ,or why this and that and she will also explain to you on how you can get more in your future tax return..but only if you ask ..if youre 18 or someone young and dont know how to do your taxes or its your first time I highly recommend vennessa she will explain and break down what you need to know..and if you are confused she will explain it to you the best way possible for you to understand.....you aint fina walk out that building without a big smile on your face no matter how much you got or how less you got....but she will try her best

Jake Bursk Ive known Harrison for over 5 years and have been a client of his for quite a while now. I couldnt be more impressed with how professional and dependable he has become in his role as an advisor. He took the time to understand my financial situation and created a plan that was specific to my goals. He genuinely wants to see his clients do well and is passionate about the work he does. He is knowledgeable, creative, and a great friend. Im very happy to be working with Harrison as my advisor!

Lori Holland Been with this bank through three or four different names; the employees have always been competent and kind.

Sean Barakett Robert Bosch has been my financial advisor since 2021... I wish I had started this sooner. He helps me plan out my finances, manage my money and invest smartly! Highly recommend

Jodi Sonne We highly recommend OxenFree Financial and Luke Bunch as an advisor. This company lives out their values at a corporate and personal level. They are incredibly informative, clear, and driven to do the right thing. Several members of the team spent extra time to help us; and Luke went the extra mile several times to answer our questions and work with our unusual circumstances. His fastidious nature serves us, and OxenFree so well! Estate planning, medical forms, investing, as well as life hacks - we cannot recommend this organization and Luke highly enough!!