Stoic Financial - Boynton Beach (FL)

5 /5 Yemi O: The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions. They are professional and genuinely care about their clients well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!

5 /5 Joseph Miranda: I’ve known Nick for a while now and his honesty and professionalism stands out to me above all things. He is my first choice and go to person for anything that has to do with retirement and financial planning. I highly recommend at least talking to him before making a decision to go with someone else. It means a lot to work with someone you know you can trust.

5 /5 Cynthia Veras: When considering a financial advisor firm, there are several factors to consider, such as qualifications and experience, range of services, client focus, transparency, track record, and accessibility. Stoic financial has it all. This is a wide range financial advisor firm that would not only meet your unique financial needs, but go above and beyond when doing so. Nelson and Aaron have the best dynamic. They made me feel the most comfortable when working with them. They maintained transparency with me throughout my process.

5 /5 Yasmin Laport: The team does an excellent job managing our finances. Theyre quick, thorough, and really know their stuff. They make it easy to trust that things are in good hands.

5 /5 Rima Intregila: Wonderful caring investment counselors that go beyond just advising you regarding investments. They look out for your well-being also. I have known Nelson Valerio for almost 11 years. He has helped me through various situations.