Singer Wealth - Boca Raton (FL)

5 /5 Charles Paul Collins: Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didnt need. In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor.

5 /5 Serena Johnson: We were with another very well known financial company for many years. They never took the time to get to know our needs and goals, the way Singer Wealth team has done. We have earned more on our investments in the last year than we did in the previous five years with the other company. We are extremely grateful and feel the we are far more well rounded in our financial portfolio. Thank you!!

5 /5 Jay Rosenbloom: As an accountant, I previously managed my own portfolio and believed I would always do so. Even so, we went to many seminars to continue to learn. The Singer seminar was the first one where near everything they talked about was of interest to us. It opened our eyes to investments that are out there that provide similar returns to what we were getting, but with less risk. The fact that they are fiduciaries was important to us. We met with them several times before investing anything. They spent a lot of time with us even though I am not (yet) a high net worth individual. It is a blessing to no longer have to deal with the daily stress of todays stock market knowing that your investments are being professionally looked after. It has also freed up my time to make more money in my accounting business. The people at Singer assess your risk tolerance, listen to your needs, are knowledgeable about investments, always available to you by email, phone, Zoom or personal meeting, and are very nice people as well! They donated $100 to the charity of my choice when we first met, and are now are donating more monies which enticed me to do this survey! And their results so far have been great! Last month, we attended an hors doeuvres and drink hour followed by a presentation by one of the companies they invest our monies in which was quite interesting and impressive. I met some of my fellow investors there, and all had much praise for Singer whether they were new or long term clients. So, as my grandfather used to say, "Whats not to like?"

5 /5 Cathy Cuomo-Cecere: Singer Wealth is a firm that does not practice a “cookie cutter” approach to financial management. Our advisor, Charles Landry, is knowledgeable, accessible and cognizant of our individual needs. If you are looking for tailored financial management to meet your present and future needs - Singer Wealth is your team.

5 /5 Scott A. Berger, M.D.: Before I met the guys at Singer Wealth, I was managing my own money for 40 years. Although I was doing very well in the stock market, there were many things lacking about how I was managing money, such as diversification, proper tax planning, and estate planning. When I retired from medicine, I knew that I would have to bring in professionals to assist me. I interviewed several firms, but it was the fine people at Singer Wealth that really drew me in. They convinced me of their knowledge on various ways of providing income whilst minimizing tax-disadvantaged strategies. I trusted them immediately - after calling all their references and hearing such glowing reports from other longtime clients. Since I have been a client with them, which has only been a few months now, I have seen them make a number of changes that make me feel that I am no longer alone in the financial world. But I am with an all-star team of people from attorneys to financial advisors, actuaries, paralegals, and administrative staff who genuinely care about me and are very responsive to my questions and needs. I would recommend Keith Singer and Steve Trachtenberg, and Nathan Kalil, of Singer Wealth to any of my friends who needed a team of professional to manage their money correctly and with a plan. Thank you, Singer Wealth. I look forward to many good years together both as friends, and trusted business associates.