Rubin Wealth Advisors - Boca Raton (FL)

Melanie Riley Helpful

Yaz The best credit union in America! I was able to get a car loan with having no credit history and I got an AMAZING rate, thank you so much to Cayla for helping me out with everything, she is super nice and helpful and even helped me out when the dealership I got the car from added a $7000 warranty without my knowledge and refused to refund, but thank you to Cayla and the auto adviser she set me up with Jonathan I was able to get my $7000 back. Jonathan and Cayla are both the best people!!! Thank you!

Barbara Metivier Very knowledgeable & informative financial Edward Jones advisor. Takes individual customers situation & ensures they are comfortable with overall decisions & growth.

Letrice Waiters The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.

Pete Petrosky Everyone extremely polite and professional

Chris Brooks Seth has been my financial advisor for over 20 years and has done a great job for my wife and I

Aj Brown I was first introduced to David when I relocated to Miami nearly 14 years ago. At the time, I already had a financial advisor, but Davids genuine kindness and expertise left an impression. Over the years, David became a close friend and always continued to generously provide free advice. Eventually, I made one of the best decisions of my life by entrusting David with the entirety of my financial portfolio. Since that decision, he has shown extreme dedication through proactive outreach and support, always being available for any request or financial question. David is incredibly professional, empathetic, hardworking, funny, and intelligent. He is not only one of the best financial advisors in the country but also one of the finest individuals Ive ever known. His dedication to his family, friends, and clients is truly remarkable. I highly recommend David to anyone seeking exceptional financial advisement

Charlie Goodwin Super sweet family owned business extremely knowledgeable and helpful

Mary Dana Joe Timm and his staff have been invaluable to us since we decided to retire. Joe’s guidance to help us set up and maintain a retirement account has served us very well for the last 11 years. We had very little idea of how to invest our retirement savings but by working with and learning from Joe, we are living a life that I never thought possible. We are forever thankful to Joe Timm and Edward Jones of LaBelle. Edwin and Mary A. Dana